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Answers & Best Practices

Tracking Individual Line Items

Create individual line items to enable the ability to create line item fees and discounts on a contract that are not product specific. To track something as its own individual line item, we suggest creating a product called “Additional Services.”

  1. To track something as its own individual line item, we suggest creating a product called “Additional Services.”
  2. To add this new product, click on the orange tab at the top of the page labeled +Product
  3. A dialog box will appear. Fill in the name and type of your product in the indicated areas. 
  4. Click the tab labeled New Type
  5. Choose Delivery Date/Single Day from the list of product types.
  6. Click Multiple Units
  7. Confirm, name and save your new product.
    • Note: Any additional services you offer can be added to the contract under this label. 

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