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Help Topic: Adding Opportunity Products to an Existing Invoice


1. Once you have raised an invoice, you can add opportunity products or services. These may include products you have added in the system that have a cost associated to them, so that you can build out a proposal and ultimately add them to an invoice. Click on one of the invoices you want to add to.

2. Click "Add Item"

3. Click "Job Products & Services"

4. Select the product/service you would like to include (keep in mind, my options on this screen stem from what I've added to the Products and Services section under Tools & Settings).

5. Click "Ok"

6. You can now see my added product, VMS Fee, is included in the invoice total.

7. Click "Save & Close"