Help Centre / Quotes & Invoices / Saved items — reusing common line items
Saved items — reusing common line items
Keep a library of individual line items, with prices, to reuse in seconds.
Saved items are individual line items you use a lot — a call-out fee, a common part, an hourly labour line — kept in a library with their price so you can drop them into any document.
- To save an item: while building a document, tap the bookmark icon on a line to add it (with its price) to your library.
- To reuse one: tap the library icon next to Add item, search if you need to, and tap the item to insert it.
- To manage your library: open the saved-items sheet and tap Manage saved items.
Saving an item that already exists updates the saved copy with the latest price, so your library stays current.
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