How do I add products and services as items in Kontuly?
In Kontuly, click Items in the sidebar, then New item, give it a name, a sale price and an income account, and click Save. Pick the item on an invoice, quote or bill line and the line fills itself in, so a regular service is entered the same way every time.
- Click New item.
- Enter a Name, for example
Consulting hour. Add a Code such asCONSif you like, and a Description on documents if the line should read differently from the name. - Fill in Selling. The Sale price (excl. tax), the tax rate, and the Income account these sales go to.
- Fill in Buying, if you also buy the item: the Cost (excl. tax), the tax rate and the Expense account.
- Click Save.
Only the name is required. Leave the price blank for something priced differently each time. Leave the account as Keep the line's account, or the tax rate as The account's rate, to use what the line already has.
How do I use an item?
Once you have an item, invoices, quotes and bills get an Item column. Click Item… on a line, type the code or name, and pick it. The description, price, account and tax rate fill in: the selling side on invoices and quotes, the buying side on bills. Prices are entered excluding GST; on a bill set to Tax inclusive, the GST is added when you pick the item.
If I change an item's price, do old invoices change?
No. Each line keeps its own copy of the values, so changing an item never changes a document you've already saved.
How do I delete an item?
Click its bin and confirm. An item used on any document is archived instead, so your records keep it; it no longer appears when you pick items. Tick Show archived and click the restore icon to bring it back.
Can Kontuly track stock?
Yes. Tick Track stock on hand on an item and its quantity and value are kept up to date by your bills and invoices. See How do I track stock in Kontuly?
Related questions
- How do I track stock in Kontuly?Turn on stock tracking for an item in Kontuly so bills add stock, invoices take it out at cost and post cost of sales, with moving average or FIFO costing.
- How do I create and send an invoice in Kontuly?Write an invoice in Kontuly as a draft, check it with Preview, then approve it to record the sale and email it to your customer with the PDF attached.
- How do I create a quote and turn it into an invoice in Kontuly?Write a quote in Kontuly, email it, record whether the customer accepts, then turn it into a draft invoice in one click. Quotes never touch your books.
More about quotes, invoices and customers
- How do I add a customer or supplier in Kontuly?Add customers and suppliers to Kontuly's Contacts list, choose whether each is a customer, supplier or both, and archive the ones you no longer use.
- How do I record a customer payment in Kontuly?Mark a Kontuly invoice as paid by matching the deposit in Banking or recording the payment by hand, including part payments and undoing a mistake.
- How do I void or cancel an invoice in Kontuly?Void an invoice in Kontuly when it should never have been issued, or raise a credit note when the customer is owed some of it back. When each one fits.
- How do I give a customer a credit note in Kontuly?Raise a customer credit note from an invoice in Kontuly to refund or reduce what a customer owes, then apply the credit to an invoice or pay it back.
- How do I send a customer statement in Kontuly?Create a customer statement in Kontuly showing invoices, payments and what's still owing, with ageing, then preview it, save the PDF or email it.