Create an Item for Invoicing
Description: Learn how to create items to represent the products or services you include on your invoices. Once added, items can be reused across multiple invoices.
Note: This feature is currently available only for non-Dine Pilot users.
Note: Invoicing features are not available on Shift4 Dine.
How to Create an Item
- Log in to Shift4 Customer Hub and select Invoicing > Items.
- Select + Add Item.
- Enter the item details:
- Name: Enter a name for the product or service.
- Currency: Select the currency for the item.
- Unit Price: Enter the price for the item or service.
- Description: (Optional) Add a description to provide additional details.
- Taxes: Select the applicable tax for the item.
- Select Save to create the item.
Notes:
- Items can be reused on future invoices, saving time when creating new invoices.
- Make sure pricing and tax details are accurate before saving.