Saving items you use often helps you speed up your invoicing process. When you create a new line item, the app automatically stores the details so you can select them again in the future. This is particularly useful for regular services or products, as it removes the need to manually enter descriptions and prices every time you send a request for payment. 🚀
How to save a new line item
To save a new item for future use, simply include it when you are creating an invoice:
Open the app: Tap the Get paid tab at the bottom of your screen.
Start an invoice: Tap New invoice to begin a new draft.
Choose your customer: Select the person or business you are invoicing.
Enter the item details: Tap Add item, and then select New item. Enter the description, unit price, and quantity. If you are VAT registered, you can also set the correct VAT rate here.
Once you have added the item to your invoice, the app will remember it for next time. When you create your next invoice, you can simply tap Add item to find and select it from your list of recently used items, making the process much faster. ✨