Entering Level II/Level III Data on Invoices

Step 1

Go to Invoice and select Manual Invoices, Estimates or Recurring Invoices.

Step 2

Click Create button along the search bar.

Step 3

Select/Add a Customer.

Step 4

Under Invoice Items, once you have selected/manually added an item, services or bundle, click the tricolon ( ⁝ ) button to add L2/L3 details for each item.

Step 5

Enter Level II/Level III details by switching tabs.

Step 6

Click Save item detail button.

Step 7

Continue creating an Invoice/Estimate/Recurring Invoice.