Invoice Management — How to Add a Line Item to an Invoice

Last updated: March 27, 2026

  1. First, navigate to the "Billing" section

  2. Select the invoice: From your list of invoices, click on the one you want to edit.

  3. Edit the invoice: Click the "Edit" button to open the invoice details.

  4. Add a sub-item: Click on "Add a sub-item" to create a new line item for the invoice,

  5. Enter item description and amount:

    • In the description field, type in what the line item is for, such as "Facility fee".

  6. Adjust amount for discounts (optional): If you need to add a discount, you can enter a negative value.

Update the invoice: After you have added all the necessary line items, click "Update Invoice" to save the changes you've made