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Using line item templates in invoices

Written by Gabriela MagaΓ±a
Updated over 2 years ago

Line item templates πŸ’Ž can be used to speed up your workflow by giving you the power to save your most used line items so you can quickly use them again in future invoices and proposals.

Check out this short video to get started, or learn more down below.

πŸ’Ž tip: line item templates are only available in the Pro plans.


To get started, click the 'Add an item template' button.

Next, simply fill out your item details. That's it β€” once you hit save, you'll easily be able to access your saved line items in invoices and proposals! πŸŽ‰

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