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.

  1. To save an item: while building a document, tap the bookmark icon on a line to add it (with its price) to your library.
  2. To reuse one: tap the library icon next to Add item, search if you need to, and tap the item to insert it.
  3. 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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