In clickBACON, you can add, delete, or modify line items within an invoice.


Add or Delete a Line Item

You may need to add line items if a particular line was not extracted, something was grouped together but should be separate, or if you've switched from a summary to detailed invoice.  


Scroll down to the DETAILED INVOICE section and click the green + button to add a new line or the trashcan to delete a line.


Modify a Line Item

  • Item Code
    You can update the item code, but proceed with caution. Changing the code may affect reporting or create duplicate items.

  • Account
    Select a different GL Account if you need the expense posted elsewhere.

  • Description
    Updating the description will also change it for all future invoices that contain the same item code.

  • Quantity, Rate, and Amount
    The following fields are linked together.

    • Changing Quantity updates the Amount.

    • Changing the Rate updates the Amount.

    • Changing the Amount updates the Rate.