When creating your activity, you will have entered separate details for the fee, and for any additional items you are selling.

Tracking Purchased Additional Items Within Insights Tab

Check here to learn more about tracking additional items through the Insights report.

Tracking Purchased Additional Items Within The Activity

To see the additional item purchases for the associated activity:

1. Go to the Additional Items tab

2. Move down to the additional item you are looking for

3. On the right-hand side of the row, click on the down arrow

4. Click on the blue text beginning with IN- under the Invoice column to view the invoice for this purchase

To edit an order:

1. Click on the action cog on the right side of the row

2. Select Edit order

3. Make the necessary changes to the customer's order. This could be:

   • Removing an item from the purchase

   • Adding an additional item to the purchase

   • Changing the quantity of purchase of an item

4. Click the Save & create the pending adjustments button

5. This will make note of the monetary adjustments which you can later turn into an invoice or a credit note accordingly

Last Updated: 24 Mar 2025