Add an item

This dialog lets you manually add a line item to an invoice (or edit an existing line): name, description, quantity, price, and SKU.

info

The title shown is always Add Item, including when you edit a line. Contextual help for the dialog covers both create and manual edit.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected.
• The Billing module must be enabled on the workspace.
• You need permission to manage invoices to open the Invoices page and view an invoice.
• Open an invoice with status draft and switch to edit mode (Edit in the toolbar). Without edit mode, the Add item button is hidden and clicking a row does not open this dialog.

Open the dialog

Create an item manually

1. Open an invoice (Invoices page).
2. Click Edit (only available when the invoice is a draft).
3. In the Items table, click Add item.
4. An alert asks: How would you like to add an item?
5. Choose Create Manually → the Add Item dialog opens.

tip

From Inventory does not open this dialog: it launches the inventory item picker. This page covers manual create / edit only.

Edit an existing item

1. In edit mode on a draft invoice, click a row in the Items table.
2. The same dialog opens, prefilled with that line’s values.

Fill in the fields

Field	Label	Required	Notes
Name	Name	Yes	At least 3 characters (leading/trailing spaces ignored). Otherwise error Item name is required and focus on the field.
Description	Description	No	Multiline text area.
Quantity	Quantity	Yes	Must be a number strictly greater than 0. Otherwise Item quantity is required. Default on create: 1.
Price	Price	Yes	Must be a number ≥ 0 (zero allowed). Otherwise Item price is required. Default on create: 0.
SKU	SKU	No	Free-form item code.

On open (create), focus moves automatically to the Name field.

Confirm or close

Action	Effect
Confirm	Validates required fields, closes the dialog, and adds (or updates) the line in the Items table of the invoice being edited.
Close icon (X)	Closes without applying this dialog’s changes.
Help icon (?)	Opens contextual help for this dialog.

note

Confirm updates the invoice in memory (edit mode). To persist changes, use Save in the invoice toolbar. If you cancel editing or leave without saving, added / edited lines may be lost (an unsaved-changes alert may appear on close).

Error messages

Situation	Message
Missing or too-short name (< 3 characters)	Item name is required
Missing, zero, or negative quantity	Item quantity is required
Missing or negative price	Item price is required

What this dialog does not do

• Pick an item from inventory: use the From Inventory alert option (before this dialog), not this form itself.
• Remove a table row: use the trash icon on the row (edit mode).
• Save the invoice: use Save on the invoice view.
• Edit a non-draft invoice: edit mode is only offered for status Draft.
• Enter a distinct unit or unit price in this form: those properties are not exposed in this dialog.

In-app help

In the dialog header, the help icon opens contextual help Add an item, linked to the Invoices page.

To confirm with product

• The title stays Add Item even when editing an existing line. Confirm whether an “Edit item” title is desired.
• A From Inventory button in the dialog seems planned but is absent from the current interface (the inventory flow goes through the table alert). Confirm whether it should reappear in the dialog.
• The same dialog is also opened from quotes; contextual help still points to the Invoices page. Confirm whether dedicated quote help is desired.
• The name error message does not mention the 3-character rule (“required” only). Confirm the preferred user-facing copy.
• Confirm whether any invoice-specific business behavior (limits, taxes, etc.) is expected but not visible in this dialog.