Item types

Every invoice line can carry an Item type. On the invoice itself it is a label in the Item Type column. Its real job is in the accounting sync: QuickBooks maps each item type to a product or service, and Xero maps it to a revenue account.

Managing item types

Administration → Invoice Item Types (also reachable from Manage Item Types on the Invoices page).

• Add Item Type takes a name, e.g. Service, Product, Consulting.
• One type is the Default: pre-selected on new invoice lines and used for lines with no item type. Set as default on any row changes it.
• Inactive item types are hidden from the invoice form but keep their history.
• Delete: if any invoice line uses the type it is deactivated instead, so history is preserved.

Workspaces start with a small set of item types already seeded.

In the accounting mapping

• QuickBooks (Integrations → QuickBooks → Mappings → Product / service per item type): leave a type on Auto-match by name to link it to a QuickBooks product/service with the same name, or pick a specific product. A service that sits under a category is fine.
• Xero (Integrations → Xero → Mappings → Revenue account per item type): pick a default revenue account, then override per item type where your chart of accounts splits revenue.