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Articles

The Articles page is a catalog of reusable line items — services or products you bill often — that you can drop straight into a quote or invoice instead of retyping them every time.

Actions​

  • Add New — create a catalog article
  • Search — find an article by name
  • Edit (pencil icon) — update an article's details
  • Delete (trash icon) — remove an article from the catalog

Creating an article​

Click Add New and fill in:

  • Name (required): what the line Designation suggestions match, show and copy
  • Description (optional, multi-line): supports **bold** and *italic*; kept in the catalog, not copied onto a line
  • Type — Hour, Day, Deposit, Service, or Product
  • Unit Price and VAT Rate
  • Quantity and Low stock threshold (both optional) - see Stock tracking below

Stock tracking​

Leave Quantity blank and an article is not stock-tracked at all: nothing about it is ever counted, and picking it on a line never changes anything else. Set a Quantity and the article starts tracking stock from that number; Low stock threshold then controls when it shows up as low stock on the Articles page (leave it blank for no alert at all).

Which documents move stock

Only sending an invoice decrements stock, by the quantity on every line that references a tracked article. Sending a quote, sending a credit note, and sending a purchase order never change stock, even when their own lines reference the same article: a quote is not a commitment to deliver, and a credit note corrects an invoice without moving goods a second time. Converting an accepted quote into an invoice and sending that invoice decrements stock exactly once, at the invoice's own send - never at the quote's.

Using an article in a line​

Each line has a Designation field. Start typing in it and the catalog articles whose name matches are listed under the field. While the search runs a small spinner shows at the right of the field, and when no article matches the list says so. Pick one with the mouse, or with the Up and Down arrow keys followed by Enter, and the line is filled with the article's Name, Unit Price and VAT Rate. Escape closes the list. Quantity and every other field stay yours to adjust, and the catalog article itself is left untouched.

You never have to pick anything: if you ignore the list, whatever you typed is kept as a free-text line.

Received invoices​

The lines of a received invoice get the same help: typing in Designation and picking a suggestion copies the article's Name, Unit Price and VAT Rate into the line. The line is not linked to the article, so recording a received invoice never changes the article's stock.

A received invoice's lines have the same fields as an invoice line. For a structured invoice (Factur-X, CII or UBL), the lines, Unit included, are read from the supplier's XML and cannot be edited: they are what the supplier invoiced. A red lock after the Lines heading says so; hover, tap or focus it to read why. The unit is shown under its name in your language. Lines of a plain PDF stay editable, with the catalog help above.

First use​

With no articles yet, the page shows "No articles yet" and an Add New button. Articles are entirely optional — you can always type line items by hand on a quote or invoice.