Does your talent invoice for work and expenses? Look no further! 

Shortlist has the capability to incorporate itemized line items into your invoices, making it easier to review and track expenses. This feature gives you a reliable and straightforward way of categorizing your invoice details.



TABLE OF CONTENTS


Introduction to Line Items


The term “line item” refers to any service or product added to an invoice, along with any quantities, rates, and prices that pertain to them. 



Invoicing Line Items is not enabled by default. Reach out to your account manager or support@shortlist.co to enable


How to Add a Line Item to an Expense


Step 1:

After accessing your dashboard, navigate to the Payments page


Step 2:

Click on the "Add New Expense" button at the top right corner



Step 3:

Add your Invoice details, including relevant line items


Step 3a: Adding Line Item Expenses

  1. Under the Item, section start typing your line item
  2. The fields for adding a line item is as follows:
    1. Line Item Name
    2. Category -> Work or Expenses (Food, Travel, etc.)
    3. Quantity
    4. Price
    5. Amount




    



As you start to add your line items our platform will calculate your total for you



Step 4

Click the Send Invoice button to submit your invoice for approval and payment


Step 5:

Pat yourself on the back - you created your first invoice with line items!


Click here to see how it is done in action!


Support / Resources


Have questions on line items?


Click the Help button in the bottom right to chat with our amazing Support team. We also have a full knowledge base with How-To guides and best practices for the Shortlist Platform — that's where you're at now! 


For more info on the Shortlist platform, resources and support, please contact your account manager or reach out to support@shortlist.co


Take it one step further and integrate with your finance platform today! Self-Service Integrations Overview

Learn more:

Submitting an Invoice for Payment

Invoice scheduling & payment status