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This page enables you to set up new billable/sales Item Types that you can use when creating invoices for your clients. These sales items are in addition to standard Program or Workshop fees. Example: You want to charge an 'Administration' fee, additional workbooks or textbooks, or you may charge for late payment of invoices, etc.

Basic Steps

1. Choose Finance > Items List

2. Click the Create a New Item link. 

3. Populate fields in each section of the New Item Type form. For more information, see Notes For Specific Fields. 

4. Click Add Item Type button. 
5. The new billable item will be added to the Billable Items table. For more information, see Notes For Specific Fields. 

Notes For Specific Fields

Field Name	Field Notes
New Item Type form
Item Descriptor	Mandatory field.
Item Code	Mandatory field.
Finance Account/Code	Select a Finance Account/Code from the drop-down menu.
Default Price	Enter a Default Price for the item, and select the Inc. GST checkbox if required. NOTE: This field is mandatory.
Display on Website	Tick the Display on Website checkbox if you wish for this feature to be displayed if your company is using the aXcelerate shopping cart feature.
Image	Select an Image.
Item Description	Enter an Item Description that you wish to display within the shopping cart.
Billable Items table
Update	To update an item, click the  icon.
Delete	To delete an item, click the  icon
Inactive/active	To make an item inactive, click the  icon.