Creating and Using Predefined Invoice Items' Sets

Predefined Invoice Items' Sets in BigChange allow you to streamline the process of adding frequently used prices to financial documents and jobs. This guide will walk you through setting up and using these sets effectively.

This process will NOT add physical stock items to your financial documents if you use track physical stock and equipment items in BigChange. It will only add a financial line from your predefined invoicing items.

Where to setup Predefined Invoice Items' Sets

Select the Account settings icon in the top menu.
Navigate to Settings.
From the side menu, select Financial.
Select Predefined Invoice Items' Set.

Creating a Predefined Invoicing Item Set

Select the Add button.
Give the 'Set' a name.
Select a colour (these will be visable in the Pre defined invoicing items list view)

Assigning Items to Sets

Navigate to Predefined Invoicing items [side menu].
Select a predefined invoicing item to add to a set, select edit.
Select add by 'Set'
Choose from the drop down list of Sets

Sets can have multiple items and items can belong to multiple sets. See image below as an example.

For instance, if you have determined that there will be 3 items in the 'CCTV Installation' set, you can quickly add this set to a financial document. This action will automatically include all the individual predefined items in the financial document in one action.

Using Predefined Invoice Items' Sets

Adding Items to Financial Documents

When creating a financial document, users can choose to add an individual Predefined Invoice Item or a Predefined Invoice Item set.
Items can be removed from a set within the financial document if not required, without affecting the set for future transactions

Open or create a new financial document

Select Add predefined invoicing item
Select set
Select the set you require from drop down list

This will add the 3 items from the CCTV set as individual lines to your financial document in a single action.

Conclusion

Predefined Invoice Items' Sets in BigChange simplify the process of adding frequently used items to financial documents and jobs. By following the steps outlined in this guide, you can efficiently set up and use these sets to streamline your workflow.