Items

Items are the products and services you sell. Save them once, then add them to any Kick invoice without retyping the name, price, or accounts.

Where to find items

Go to Invoicing, and open the Items tab.

Add an item

1. Click Add item in the top right.
2. Fill in the item details (see below).
3. Click Save.

You can also add an item while you're creating an invoice or template. In the Items section, type a new name in the Item column and choose to add it as an item.

Item details

Field	Description	Plan
Item name	Required. Appears on the invoice.	All plans
Item description	Appears on the invoice line. You can change it on each invoice.	All plans
Price	One or more prices for the item. See Prices below.	All plans
Income account	Where the revenue from this item posts.	All plans
Class	One or more classes, to track the item by location, project, or any custom system.	Plus and Advanced
Receivables account	Where the amount owed posts until the invoice is paid. Defaults to Accounts Receivable. You can pick a custom receivables account instead.	Plus and Advanced, with the Accrual ledger on for the entity
Entity	The entity the item belongs to. Only shown if the workspace has more than one entity.	All plans

An item belongs to one entity, and its accounts come from that entity's chart of accounts. To sell the same item from two entities, create it once for each.

Prices

An item can have more than one price. For example, you might have a standard rate and a discounted rate.

• Click Add price to add another price. Each price can have its own description.
• The first price is the Default. To change it, open the three dots on another price and click Set as default.
• You can Archive or Delete a price you no longer use. An item always keeps at least one active price. To archive or delete the default price, set a different price as the default first.

When you pick an item on an invoice, each active price appears as its own option, with the default price first. The price you pick fills in the Rate on the line.

The Items tab

Columns on the Items tab include:

• Item. The item name.
• Item description.
• Rate. The item's default price.
• Class. Plus and Advanced only.
• Income account.
• Receivables account. On Plus and Advanced, with the Accrual ledger on.
• Entity.
• Last updated.
• Invoices. How many invoices use the item.

Use column settings to show, hide, or reorder columns.

To narrow the list:

• Search by item name or description.
• Filter by entity.
• Switch between Active, All, and Archived items.

Edit, duplicate, archive, or delete an item

Open the three dots on an item row.

• Edit. Change the item's details. Changes apply only to invoices you create afterward. Existing invoices keep the item details they were created with.
• Duplicate. Creates a copy of the item that you can edit.
• Archive. Hides the item from the item list on new invoices. Existing invoices aren't affected. Switch the filter to Archived to find it, and click Unarchive to restore it.
• Delete. Permanently removes the item. This is available only if the item has never been used on an invoice.

You can't delete an item that has been used on any invoice, including drafts and void invoices. Archive it instead.