How to Create Predefined Line Items
Often times we find ourselves billing for the same service/product over and over. Establishing your predefined line items early on will save you time when creating future invoices.
1. Go to the Dashboard. If you don't know how to do that, click here.
2. Go to Dashboard>Invoices>Add Invoice
3. Click on the "Saved Items" drop down and select Create Item
4. Give the item a Name, Description and Rate, then click Create Item
Note: Leave "Type" as Item
5. Repeat this process for any items you need to create.