# Create and Manage Saved Line Items

> Save products and services once, then reuse them on quotes and invoices.

Source: https://jobwisepro.com/help/organization/saved-line-items
Category: Organization Settings
Updated: 2026-10-22

Saved line items are reusable products and services that fill in your [quotes](/help/quotes/create-a-quote) and [invoices](/help/invoices/create-an-invoice). You create, find, change, and remove them on the [**Saved Line Items**](/go/settings/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](/help/team/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.

> **Note:** This page has no restore action. A deleted item's name can be used again for a new item.

## 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.

> **Note:** Drafts can keep a line with no price, but finalizing an invoice rejects it.