Help Center/Invoicing & Quotes

Creating Reusable Line Items/Products

Last updated: 15 May 2026

To create a reusable line item, navigate to the Items or Products section and click Add New Item. Saving the products or services you sell regularly speeds up your invoicing process since you won't need to type them out every time.

How to add an item:

  1. Go to the Items or Products section.
  2. Click Add New Item.
  3. Enter the Item Name, Description, default Price, and whether tax applies.
  4. Click Save.

Still need help?

Our support team is always ready to assist you.

Contact Support