Wisenet Finance Items create a structured foundation for line items in quotes, invoices, and other finance-related records.
2
Add a Finance Item
- Navigate to LRM > Finance > Settings > Finance Items
- Click Add Finance Item
- Enter details:
- Name and Code: Does not appear on invoices
- Line Item Description: This will appear on invoices.
- Fee Type: Select the relevant fee type.
- Unit Amount (Tax Excl): Enter the amount before tax.
- The Unit Amount (Tax Incl) is auto-calculated based on the tax rate tied to the selected Fee Type.
- Set the Active Status: Toggle to Active if you want this item available in the Quote/Invoice Items dropdown.
- Click Save.
3
Edit a Finance Item
- Click on the Name or Code of a Finance Item.
- Update one or more fields:
- Name
- Code
- Line Item Description
- Fee Type
- Unit Amount (Tax Excl)
- Active Status toggle
- Click Save.