Line items
An invoice isn't one number, it's a list. Matching an invoice against a purchase order means comparing line against line.
- A walkthrough video, then the four steps to add a line
- Why lines have to be held as lines
- Why Amount stays at 0, and what to do about it
- Where the totals actually live
01 · Video
Feature walkthrough
02 · Why
Why do we have this?
An invoice isn't one number, it's a list. Matching an invoice against a purchase order means comparing line against line — did we get the quantity we ordered, at the price we agreed. That only works if the lines are held as lines.
03 · How
Add a line
- Scroll to Line Items on the record page.
- Press
Add. An empty line appears with its first cell open. - Fill it in.
Tabsaves the cell and moves to the next one. - Press
Enteror click away to keep it. A line you leave empty is thrown away.
To change an existing line, click the cell to select it, then click it again — the same as anywhere else; see Add and edit records. To add a column to the line table, use the + in the header.
04 · Expected result
The line appears in the table and counts towards anything that compares this record against another.
05 · Troubleshooting / notes
| What you see | What it means |
|---|---|
| No line items table at all | The module doesn't have one. It's added in Column Manager. |
| Amount stays 0 | It isn't worked out for you. Type it. See the warning below. |
Add does nothing | The record is closed or archived. |
| Quantity has the unit stuck to it | The document read "10 PCS" as one value. Split it and tell your admin — the schema needs fixing. |
06 · FAQ
Common questions
No, they go in one at a time.
There's no limit you'll meet in normal use.
Into Summary fields on the record, not the line table. Those are set up per column with Zone = Summary.
It didn't match the corresponding line on another document. Mismatch log explains.