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When using the line items function, each of the following fields is required.

1. Enter “L” in the Record Type column.
2. Enter Skill Level. It can be Supervisor, Technician, or Helper. 
3. Enter Labor Type. It can be Regular, Overtime, or Double Time / Holiday. 
4. Enter the number of techs in the # of Techs field. The number of technicians with the same skill level, labor type, hourly rate, and total hours.
5. Fill in the Hourly Rate field. The cost per one hour for the specified skill level and labor type.

6. Enter Total Hours. The number of hours spent on-site for entered skill level, labor type, and hourly rate. 
   
   

   Note
   Enter a negative rate in the Hourly Rate field “-N” to mark the employee’s work done on credit.

   
   

7. Add one more row and repeat steps 1-6 if you need to add one more item to labor charges.
8. Enter Labor Amount. For Labor Line Item Record Type (L), the amount will validate if values in the # of Techs, Hourly Rate, and Total Hours cells are multiplied properly. The Summary Record Type (S) amount will check if all your Line Items are added accordingly.
   
   
   

1. Enter “T” in the Record Type column. 
2. Enter Travel Description. The textual description of the travel items used to get to the site. 
3. Enter the part number in the Part # field. The part (serial or manufacturer) number for the Travel Line Item. This is a required field.
4. Enter Units. The unit of measure should be one of the following values: each, gal, or oz. This is not a required entry, and if left empty, each value will be populated in the invoice.
5. Enter Price per Unit. 

6. Enter the quantity in the Qty field.
   
   

   Note
   Enter a negative quantity “-N” in the Qty field to mark the travel used on credit. Read more about Creating Invoices on Credit.

   
   

7. Add one more row, and repeat steps 1-6 if you need to add one more item to travel charges.
8. Enter the material amount in the Travel Amount field. For the Travel Line Item Record Type (T), the amount will validate if Price per Unit and Qty are multiplied properly. The Summary Record Type (S) amount will check if all your Line Items are added accordingly.
   

   
   

   Note
   International currencies, date formats, and metrics are available in the I.17 Template for outside of US and Canada.

   
   

1. Enter “M” in the Record Type column. 
2. Enter Material Description. The textual description of the material used on-site. 
3. Enter the part number in the Part # field. The part (serial or manufacturer) number for the Material Line Item. This is a required field.
4. Enter Units. The unit of measure should be one of the following values: box, each, feet, sq ft, lbs, gal, or oz. This is not a required entry, and if left empty, each value will be populated in the invoice.
5. Enter Price per Unit. 

6. Enter the quantity in the Qty field.
   
   

   Note
   Enter a negative quantity “-N” in the Qty field to mark the material used on credit. Read more about Creating Invoices on Credit.

   
   

7. Add one more row, and repeat steps 1-6 if you need to add one more item to material charges.
8. Enter the material amount in the Material Amount field. For the Material Line Item Record Type (M), the amount will validate if Price per Unit and Qty are multiplied properly. The Summary Record Type (S) amount will check if all your Line Items are added accordingly.
   
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   Note
   International currencies, date formats, and metrics are available in the I.17 Template for outside of US and Canada.