We need to make a non-inventory misc item, how would we do that?

We need to make a non-inventory misc item, how would we do that?

1. Navigate to the Items Lists.

2. Create a new item. 


3. When creating an item use "Service" type.


4. In the Setup tab be sure and choose the correct category/account you want this item to default to for each transaction.
Service Type items will not show in inventory with quantity on hand or affect your inventory balance.



    • Related Articles

    • 1099-NEC/MISC Tracking and Reporting

      1099-NEC/MISC Transaction Tracking If you need to have 1099-NEC/MISC forms prepared and sent out to vendors that are not employees, CustomBooks™ can assist you by tracking the amounts spent for 1099 Vendors throughout the year. When it’s time to send ...

    • Inventory Details: Item Costs, Item Quantities and Location Information

      Inventory Details Overview Understanding inventory details, such as item costs, quantities, and location information, is essential for effective inventory management. Accurate insights into these details ensure proper stock control, cost tracking, ...

    • Item Categories

      Item Categories in CustomBooks™ Item Categories allow you to group products and services for better organization, pricing, and reporting. They can be used alongside the Price Matrix to create a complex pricing structure or to simplify the entry of ...

    • Inactivating Inventory Items

      Overview Items may be inactivated if they are no longer needed in your inventory. Usage To inactivate an item, Navigate to Inventory / Items Hightlight the item(s) to inactivate.   Use the ctrl key (windows) or cmd key (mac) to select multiple items. ...

    • Item Characteristics

      CustomBooks™ does not currently have an Item Variation feature; however, you can manage item variations, such as sizes, colors, or other attributes, by utilizing the Item Characteristics feature. This method allows you to track item characteristics ...