Introduction

Custom items within an invoice provide flexibility for including miscellaneous charges or offering discounts to the payer. This guide outlines the process of adding custom items to an invoice on the AgriChain platform, empowering users to tailor their invoicing process according to specific business needs.

Adding Custom Items

Accessing the Invoice Creation Form

Navigate to the invoice creation form within the AgriChain platform.

Selecting the Custom Item Option

Within the 'Items To Be Invoiced' section of the invoice creation form, locate and click on the '+CUSTOM ITEM' button.

Inputting Item Details

A window labeled 'Add Item' will appear on the right-hand side of the page.
Input all relevant details pertaining to the custom item, including description, quantity, unit price, and any applicable taxes or discounts.

Saving the Custom Item

Once all necessary details are entered, click on the 'SAVE' button to confirm the addition of the custom item to the invoice.

Important Considerations

Selection and Unselection

Custom items will only be included in the invoice if they are checked. Users can selectively choose which custom items to include by checking or unchecking them accordingly.

Accidental Inclusion

In the event of accidentally adding a custom item that is not intended for inclusion in the invoice, users can simply uncheck the item to exclude it from the final invoice.

FAQs

Can custom items include both charges and discounts?

Yes, custom items offer the flexibility to include various types of charges, discounts, or any other miscellaneous items as needed.

Is there a limit to the number of custom items that can be added to an invoice?

There is typically no predefined limit to the number of custom items that can be added to an invoice, allowing users to include multiple custom items as required.

Can custom items be edited or removed after they are saved?

Yes, users can edit or remove custom items from the invoice creation form before finalizing the invoice, providing flexibility for adjustments as needed.

Are there any restrictions on the types of information that can be included in a custom item?

As long as the information is relevant to the invoicing process and complies with any applicable regulations or contractual agreements, users have the freedom to include various types of information in custom items.