Create and Manage Saved Line Items

Saved line items are reusable products and services that fill in your quotes and invoices. You create, find, change, and remove them on the Saved Line Items page in Settings.

Create a saved line item

Create one item for each product or service you bill often. When you add it to a quote or invoice, its name and description fill in the line.

1. Open Settings > Saved Line Items.
2. Click New item.
   • Shown only with edit access to Settings. See roles and permissions.
3. Type the Name.
4. Optional: type a Description.
5. Type a Unit price, or leave it blank.
6. Optional: click Tax settings (optional) to show the tax fields.
7. Click Create item.

The item appears in the list, sorted by name.

Search the list

Search matches part of an item's name or description, ignoring capital letters.

1. Click the search box above the list.
2. Type part of a name or description.
3. Clear the search box to see every item again.

The list updates shortly after you stop typing and shows only the items that match.

Edit a saved line item

Editing updates the saved item. Invoice lines that already use it keep the values they had.

1. Click the item row in the list.
2. Change the Name, Description, Unit price, or tax fields.
3. Click Save changes.

The Edit item dialog closes, and the list shows the new values.

Delete a saved line item

Deleting removes the item from the list. Invoices that already use it keep their lines.

1. Find the item in the list.
2. Click the trash icon on the item row.
   • Or open the item and click Delete in the Edit item dialog.
3. Click Delete item in the confirmation.

The item leaves the list.

Who can add, edit, and delete items

Your access to Settings decides which controls you see. Owners have full access to Settings.

• Viewing the list needs view access to Settings.
• Adding and editing need edit access to Settings. Without it, New item is hidden and rows cannot be opened.
• Deleting needs full access to Settings. Without it, the trash icon and Delete are hidden.

Fields and limits

• Name: Required, up to 100 characters. No two items in your organization can share a name, ignoring capital letters, and saving a duplicate fails.
• Description: Optional, up to 2000 characters.
• Unit price: Optional, from 0 up to 99,999,999.99. A blank price shows Price varies in the list, and you enter the price on each quote or invoice.
• Tax behavior: Use organization default, Exclusive (added to price), or Inclusive (already in price).
• Tax code: Optional, up to 64 characters. This is a Stripe Tax product code, such as txcd_99999999. Leave it blank to use the organization default.