What is Item Management?
Item Management allows you to store all your products and services in BGinvo. These items can be reused across invoices, quotes, and expense records, saving time and ensuring consistency.
Each item can include:
Creating an Item
Navigate to Dashboard → Items → Add New Item.
Fill in the required details such as item name, price, select category and optional description. Once saved, the item becomes available for use across your invoices and quotes.
Using Items in Invoices
Instead of manually typing product details every time, simply select an item from your saved list when creating an invoice or quote. BGinvo will automatically fill in the details.
This reduces errors and speeds up billing.
Managing Your Items
From the Items dashboard, you can:
Why Item Management Matters
Proper item management helps you:
Best Practice
Keep your item list clean and updated. Avoid duplicate entries and make sure prices and descriptions are accurate to prevent billing errors.