How do I manage line items?¶

The Items tab is your catalogue of reusable products and services. Saving an item once lets you drop it onto invoices and quotes without retyping the price and GST each time.

Adding an item¶

Step 1. Go to Invoicing and open the Items tab, then click Add Item.

Step 2. Fill in the details:

• Name (for example, "Web Development")
• Item Code — optional, for your own tracking
• Description
• Price
• Tax — choose the GST rate, or No Tax

Step 3. Click Save Item.

Use the pencil and trash icons on the list to edit or remove an item later.

Using items on an invoice¶

When you're adding a line to an invoice or quote, start typing in the description box — your saved items appear as you type. Pick one and it fills in the description, unit price and GST. You can also create a brand-new item without leaving the invoice.

Related guides¶

• How do I create an invoice?
• How do I create a quote?
• How do I set up recurring invoices?