Saved Services
Saved Services
Save your most-used services and rates so you can add them to new invoices in seconds instead of typing from scratch each time.
3 min read
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 takes 4 steps.
Saved Services are available on every plan, including the free plan's unlimited invoice and estimate creation - so there's no cap on how many times you can reuse a saved service.
Adding a saved service
- 1
Go to Saved Services in the left sidebar.
- 2
Click "New service".
- 3
Enter a name, description, default quantity, unit, and rate.
- 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
Go to Saved Services.
- 2
Click "Browse Templates".
- 3
Pick an industry category.
- 4
Find a template that matches a service you offer.
- 5
Click Import to add it to your Saved Services. You can edit it after importing.
Templates are a starting point, not a final answer. After importing, edit the description, rate, and unit to match exactly what you charge.
Using a saved service on an invoice
- 1
Open a new or existing invoice.
- 2
Click the search or quick-add field in the line items section.
- 3
Search for the saved service by name.
- 4
Select it from the results. The description, quantity, and rate are filled in automatically.
- 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.
Common questions
Does editing a saved service change invoices I already sent?
No. Editing a saved service only affects invoices you create after the edit. Invoices already sent keep the description, quantity, and rate they were created with.
Can I delete a saved service without affecting past invoices?
Yes. Deleting a saved service only removes it from your library so you can no longer insert it on new invoices. Any invoice that already used it keeps its line item unchanged.
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