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Reusable - Products & Services

Feature Request

Save the product and services you sell once, then drop them into any invoice with one click instead of re-typing them every time.

For example: a coach saves "Coaching Package = 5 hours at $X" once, then picks it from a dropdown whenever they invoice.

Posted by John Bromley ·
Status: Completed4 comments

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Comments4

  • iSmartTinting

    •

    Jun 17

    Thank You

  • Hans Hoyer

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    May 15

    This is very important for me - looking forward that feature!

  • John Bromley

    Team•

    May 7

    Adding drop down to Item input in invoice. User can update in settings reusable items.

    • iSmartTinting

      •

      Jun 1

      Hi John,

      In my case, I have a business for window tinting, servicing automotive, commercial, and residential. I would like to insert a product as a film, including the description, percentage, benefit, and price. These can vary and be changed. We can put it in once and edit it later in the invoice. That can be added as a product/service, and then we can select it from the dropdown menu when the invoice has been created, if that is possible. Thank You