Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

Note: You must create an invoice item for every item that you want to appear on your invoices.

1. To add a customer record, click the plus sign icon.

   • This button is only active if you are a user with View + Add/Edit permissions.

2. The Create New Item window will open.  Enter the specific details of the invoice item you are creating
   • An asterisk (*) indicates a required field.
   • Description is a name for the item
     • The description you provide appears on your reports, invoices, and statements.
   • Unit Price is the unit cost or base price a single item. The system adjusts the total amount billed based on the quantity entered on the customer's invoice.
   • Fund is the fund the item is associated with.
   • Item Options selects the Discount Item checkbox if the item will be applied as a discount to an invoice.

3. Once the fields are completed click Create New Item.

Updated February 21, 2025 18:04