Using the invoice catalog to organize your goods and services

When you regularly invoice for the same products or services, saving them as catalog items speeds things up. This article covers how to create, manage and reuse catalog items.

Save and manage catalog items

You can view and manage all your saved items on the Catalog page:

• In the left-hand menu, open the Invoicing dropdown and select Catalog
• Click Add item, enter the Item name, Unit price and Currency, and optionally a Description, then click Create item
• Click an existing item to see its details — how many times it was used and when — or to Edit or Delete it
• Deleting an item won't affect existing invoices: the details stay on them as a standalone line item

Add catalog items to an invoice

When creating an invoice, click into the line item field to choose an item from your catalog, or select + Add new catalog item to save a new one on the spot.

The item's details fill in the row automatically. You can adjust the quantity or price on the invoice — this won't change the saved item.