Line Item Types

Metric AI allows you to set item types for invoice line items, helping to structure and categorize information within an invoice. This article will guide you through enabling, setting, and managing invoice item types.

Enabling or Disabling Invoice Item Types

Permissions needed: Edit Invoices and Edit Invoices Settings

1. Edit an invoice.
2. Open the Settings.
3. Set Item Types to one of the following options:
   • Off: Disables item types in both Edit and View modes.
   • Optional: Enables item types in both Edit and View modes, but the editor can remain empty.
   • Required: Enables item types in both Edit and View modes, and the editor cannot remain empty.
4. Click APPLY to save your changes.

Tip: You can set invoice item type settings in invoice templates to predefine settings for new invoices.

Setting an Item Type for a Line Item

Permissions needed: Edit Invoices and Edit Invoices Settings

1. Edit an invoice.
2. Click on the Type field of a line item.
3. Select an item type from the list of organization invoice item types.
4. Click Save to apply the changes.

Setting the Default Item Type

Permissions needed: Edit Invoices and Edit Invoices Settings

1. Edit an invoice.
2. Open the Settings.
3. Set the Default Item Type by selecting from the list of organization invoice item types.
4. Click APPLY to save the changes.

The selected item type will be automatically applied to all new line items. You can set the default item type in invoice templates to streamline item type settings for new invoices.

Managing Invoice Item Types

Permissions needed: View Organization Settings and Edit Organization Settings

To manage invoice item types, follow these steps:

1. Go to Settings from the left-side menu.
2. Open Invoicing.
3. View the list of existing invoice item types.

Creating an Invoice Item Type

1. Click the +ADD button on the Invoice Item Types list.
2. Input the Name of the item type.
3. Click Save to store the new item type.

Deleting an Invoice Item Type

1. Open Settings › Invoicing ↗.
2. Click the cross button next to the item type you want to delete.
3. Click Save to confirm.

Note: The system will not allow you to delete an item type that has already been used in existing invoices.

Renaming an Invoice Item Type

1. Open Settings › Invoicing ↗.
2. Click on the Name of the invoice item type you want to rename.
3. Edit the Name as needed.
4. Click Save to apply the changes.

Note: Editing an item type will update it across all previously created invoices where it was used.