Save time when building quotes and invoices by creating reusable entries for line items, shipping fees, invoice discounts, and customer notes. Any item saved while creating a quote or invoice becomes immediately available across both document builders.
What can be saved
You can save and reuse four main types of document elements:
- Line Items: Save frequently billed products or services. Line item saves include the Description, Unit Price, any Line-Item Discount, and any attached Tax Rates.
- Shipping Fees: Save recurring shipping rates or carrier options. The saved name is used to search and auto-fill the fee on future documents.
- Invoice Discounts: Save standard document-level promotional rates or adjustments. The saved name is used to quickly search for and apply the discount later.
- Customer Notes: Save standard terms and conditions, or thank-you messages. For customer notes, the saved title appears on the invoice as a bold header above the note description.
Saving items for future use
You can create a new saved entry directly from the Quote Builder or Invoice Builder:
- Enter the details for your line item, shipping fee, invoice discount, or customer note.
- Check the Save for future invoices box.
- Save or add the item to confirm. The entry is automatically added to your organization's library of saved items.
Using saved items on a quote or invoice
To insert a previously saved item into a document:
- Click into the description or title field of a new line item, shipping fee, invoice discount, or customer note.
- A dropdown menu displaying your recent pre-saved items will automatically appear.
- Type to perform a live search or select the item from the list.
- Selecting an item will automatically populate all saved details.
Deleting saved items
If an item is discontinued or no longer needed, you can remove it from your library directly from the builder dropdown:
- Click into the field to trigger the saved items dropdown or start to search for a particular saved item.
- Hover over the saved item you want to remove.
- Click Delete next to the entry to permanently remove it from your saved list.
Note: Deleting a saved item only removes it from future dropdown menus; it will not alter existing quotes or invoices where the item was previously used.
