Saved Services

What Saved Services are for

Saved Services is a library of service descriptions, quantities, and rates that you use repeatedly. Instead of typing the same line items on every invoice, you save them once and insert them with a click when creating a new invoice.

Adding a saved service

1. 1

   Go to Saved Services in the left sidebar.

2. 2

   Click "New service".

3. 3

   Enter a name, description, default quantity, unit, and rate.

4. 4

   Save. The service is now available to insert on any invoice.

Browsing industry templates

Not sure where to start? The Browse Templates feature gives you pre-built service examples organized by industry.

1. 1

   Go to Saved Services.

2. 2

   Click "Browse Templates".

3. 3

   Pick an industry category.

4. 4

   Find a template that matches a service you offer.

5. 5

   Click Import to add it to your Saved Services. You can edit it after importing.

Using a saved service on an invoice

1. 1

   Open a new or existing invoice.

2. 2

   Click the search or quick-add field in the line items section.

3. 3

   Search for the saved service by name.

4. 4

   Select it from the results. The description, quantity, and rate are filled in automatically.

5. 5

   Adjust any field if this specific invoice needs a different quantity or rate.

Editing and deleting saved services

Open any saved service from the Saved Services page to edit its name, description, or rate. Changes only affect future invoices; invoices already created are not updated. To delete a service, click the delete icon on the service row.