Adding Pre-saved Items to an Invoice/Quote

Last updated: 15 May 2026

To add a pre-saved item to your document, click Add Item while creating an invoice or quote, and select your item from the Item Dropdown. The description and price will automatically populate the row, making document creation a breeze.

How to use items:

1. While creating an invoice or quote, click Add Item.
2. Instead of typing a description, click on the Item Dropdown.
3. Select your pre-saved item. The description and price will automatically populate the row!