By deleting unused items from your item catalog, you help keep your item list organized, which speeds up invoicing and ensures accuracy.
Deleting an item from the item catalog will not affect any invoices that were created before the deletion. Every change in the item catalog will affect future invoices only.
This article explains how to delete an item in a few simple steps:
1 - In your Gusto Dashboard, select Finances from the left-hand sidebar.
2 - Select Invoices.
3 - In the Invoicing dashboard, select the Settings icon on the right side.
4 - Under the Invoicing section, select Invoice items.
5 - The item catalog will appear on the screen. Find the item you want to delete.
You can use a search bar to find the desired item quickly.
6 - Select a three-dot icon on the right side next to the item you want to delete.
7 - In the pop-up menu, select Delete.
If you just want to change the item details, you can select Edit and change the following:
- Item name.
- Item price.
- Whether the item is taxable by default.
8 - The pop-up window will appear, asking you to confirm the action.
❗Important note:
- Make sure you have selected the correct item before proceeding. This action is irreversible.
- You can close this window or select the Cancel button to stop the deletion process.
Select the Delete button to complete the process.
That’s it. You successfully deleted an item. A confirmation message will appear at the top of the Invoice items section.