Invoicing

Line-item library

Save the products and services you bill often and reuse them on any invoice.

The line-item library stores lines you bill again and again: products, services and freight. Each one keeps its description and rate.

  • While raising an invoice: search the library and insert a saved line. You can also save any line from an invoice into the library.
  • Managing the library: Invoicing → Line item library lists everything saved, where you can edit or delete lines. Managing the library needs the Line Item Library → Manage permission, separate from raising invoices.

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