When an invoice is created, the billable items will automatically be saved in your Item Library. Your frequently used billable items will be suggested next time you create an invoice. However, you can add, edit, and delete items without needing to create a new invoice. This can streamline the invoicing process and eliminate repetitive data entry.
To view your Item Library on the Mobile App follow these steps:
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Log in to your Novo account
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Go to "More" in the bottom right of the screen
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Click on “Invoices”
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Click the ⚙️(gear) settings button in the top right corner
- Click "Item Library"
To add a new item click "Add A New Item" at the bottom of the screen. Add the Item Name and Default Price. You can add an optional Default description as well. Then click "Save".
To edit an existing billable item, click on it and make the necessary changes. Then click "Save".
To delete an item, click on it and then the trash can icon in the top right corner. Confirm that you want to delete the item by clicking "Delete".