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Import - Shift4

Manage Invoicing Items

Description: The Items page allows you to create, view, and manage the products or services used in your invoices.


Note: This feature is currently available only for non-Dine Pilot users.

Note: Invoicing features are not available on Shift4 Dine.

Access the Items Page

Log in to Shift4 Customer Hub and select Invoicing > Items.

Items List

The Items page displays a list of all items with the following details:

  • Name: The name of the product or service
  • Unit Price: The cost per item or service
  • Tax: The tax applied to the item

Use the search bar to quickly find specific items by name.

You can edit an item at any time using the Actions menu (three vertical dots).

Add an Item

To create a new item, select + Add Item in the upper-right corner.

For step-by-step instructions, visit the Create an Item article.

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