If you bill the same products or services often, save them once and pull them into any invoice or estimate instead of retyping the description and rate every time.
- Open the account menu and click Settings, then choose Line Item Defaults.
- Click Add item, fill in a Name, optional Description, and a Rate, then click Add item to save it.
- On any invoice or estimate, click the Item Type dropdown on a line and pick your saved item from the list — its name and cost fill in automatically. There's also an ADD NEW ITEM option at the bottom of that same dropdown if you think of one while you're already building a document.
You can edit or delete a saved item any time from the Line Item Defaults page — changes only affect new documents, not ones you've already sent.