How to Create and Use Invoice Item Types

Invoice item types are used to automatically allocate a specified account and tax type to a line on an invoice.

For example: you might have an invoice item type called "Boards", which you use to assign certain materials to your account "4-321 - Boards" under the "GST on income" tax type.

Important: Different accounting platforms handle invoice item types differently. Please read through your chosen platform's documentation to determine if and how you should be using invoice item types.

If you are using QuickBooks Online, having your invoice item types set up correctly is critical to ensuring that your accounting integration will function correctly. Read More
If you are using MYOB, invoice item types are optional. However, if you do choose to set them up, they must be configured correctly for your accounting integration to function.
If you are using Xero or any other accounting platform not mentioned here, invoice item types are optional, and will not affect your accounting integration if you do set them up.

How to Create an Invoice Item Type

Please Note: Before creating your invoice item types in Jobman, you must first ensure the relevant account and tax type are set up both in Jobman and in your accounting software.

To create an invoice item type, follow these steps:

Navigate to Settings > Accounting > Invoice Item Types.
Click Create:
Enter a name (this is an internal label used by Jobman, and can be anything).
Enter a code.
- If you are using QBO: This will be the SKU for the corresponding Product/Service in QBO (read more).
- If you are using MYOB: This will be the ITEM ID for the corresponding Product/Service in MYOB
- If you are using Xero or any other accounting platform: This field can be left blank.
Enter the corresponding account and tax type. Note: If you are using QBO or MYOB, these must match the account and tax type that you have set up for this product/service in your accounting software.
Important: do not tick either of the "Rounding" options UNLESS you are using QBO, in which case see below.
Click Create again:

Rounding Adjustments for QuickBooks Online

If you are using QBO, you will need to have one invoice item type set up called "Rounding", which will be applied to a line in your invoice created to allow for rounding on receivable income. When you create this invoice item type in Jobman, make sure to tick "Rounding" (see above).

You will also need one invoice item type set up called "Rounding for Payable", which will be applied to a line in your bill created to allow for rounding on payable expenses. When you create this invoice item type in Jobman, make sure to tick "Rounding for Payable" (see above).

You cannot have one invoice item type with both rounding options ticked.

How to Use Invoice Item Types

Once you have your invoice item types set up in Jobman, you can use them in any of the following ways:

In Settings > Accounting > Invoice Item Types, click into any invoice item type to Set as Default. This will automatically apply this invoice item type to all invoice items.
In Settings > Accounting > Invoice Types, click into any invoice type and click Update to select an Invoice Item Type from the drop-down. This will automatically apply the invoice item type to all items on this type of invoice.
In Settings > Catalogue > Categories, click into any category and click Update to select an Invoice Item Type from the drop-down. This will automatically apply the invoice item type to all invoice items created from materials in this category (e.g. invoices created from purchase orders).
When editing any individual invoice, you can click into the invoice item type on an individual line to change it.