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 firstname.lastname@example.org to enable
How to Add a Line Item to an Expense
Click on the "Add New Expense" button at the top right corner
Add your Invoice details, including relevant line items
Step 3a: Adding Line Item Expenses
- Under the Item, section start typing your line item
- The fields for adding a line item is as follows:
- Line Item Name
- Category -> Work or Expenses (Food, Travel, etc.)
As you start to add your line items our platform will calculate your total for you
Click the Send Invoice button to submit your invoice for approval and payment
Pat yourself on the back - you created your first invoice with line items!
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 email@example.com