How do I create and edit invoice line items?

Yes, you can create and edit line items and use them for future invoicing!

To create a new line item for invoicing in Services & Products, do the following:

Web App:

 - In the main menu, click on Invoicing > Services & Products
 - At the top right, click on the Add New Item button
 - In the popup window, enter in the Item Name, Description and Price
 - Click on the Save & Add button


Mobile App:

 - In the main menu, choose Invoicing
 - Tap on the settings icon found at the top right
 - At the bottom of the window that opens, choose “Services & Products”
 - In the next screen, enter in the Item Name, Description and Price
 - Tap on the Add Item button


To edit an existing line item, do the following:

Web App:

 - In the main menu, click on Invoices > Services & Products
 - Find the item you wish to edit, click on the three dots to the right and choose Edit Details
 - Make changes to the available fields (Item Name, Description, Price) and click on Save


Mobile App:

 - In the main menu, choose Invoicing
 - Tap on the settings icon found at the top right
 - At the bottom of the window that opens, choose “Services & Products”
 - In the next screen, make changes to the available fields (Item Name, Description and Price) and tap on Save

 

 

Lili is a technology company and not a bank. Banking services are provided by Choice Financial Group, Member FDIC. The Lili Visa® Business Debit Card is issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa U.S.A.