To speed up and simplify the creation of e-invoices in the bizBox portal, you can create your own item directory for products or services. This feature lets you pre-save frequently used items and quickly add them to invoices later.

TABLE OF CONTENTS

• 1. Adding an item before creating an e-invoice
• 2. Adding an item during e-invoice creation

1. Adding an item before creating an e-invoice

We recommend adding items in advance.

• Go to Electronic ordering application.
• Open Code lists section.
• Select Items subcategory.
• Click the + New item button to open item entry form.

You must define:

• Item type: Sales item or Purchase item
  
• Item name

Optional fields include:

• Price
  
• Unit of measure
• Description
• VAT rate

After completing the fields, click Save or Save and back. The item will be added to your personal directory.

2. Adding an item during e-invoice creation

If you decide to enter a new item while creating the invoice:

• Go to the Item section after filling in invoice basics.
  
• Click Manage existing items button in the items area.

This takes you to the item directory, where you can:

• Click New item
  
• Enter basic data (type, name, price, unit, etc.)