Line items on an invoice.

John Lawell's Avatar

John Lawell

02 Mar, 2016 05:53 PM

While I really only use the basics of this application, I would like to know if there is a way to setup/edit the line items recalled when entering a new line item on an invoice. An example: I charge three different pricing levels, Tier 1, Tier 2, Tier 3. Whatever I originally typed when I first entered this items, is populated if I choose the existing Tier. For each Tier, I include meta like Date, time, work completed. This is all still listed as the stuff I first entered upon creation of the "Tier" item. Yes, I can edit it and change it, but it would be more efficient if I could just create a list of items at one time that has the default verbiage I would like to include, or at least edit the existing list. Thanks for the help.

  1. Support Staff 1 Posted by Seth B on 02 Mar, 2016 07:14 PM

    Seth B's Avatar

    Hi John,

    Those auto-complete items should be using the latest updated item with that title - not the one you first created. However, I recognize the need for a feature like you’re requesting. In the interim, you should be able to create a new invoice with updated item specifics, using the same title. Then the next time you create an invoice it should pull the item from your previously created invoice.

    While editing that list is not possible currently it is something that we are looking at potentially adding later on.

    All the best,

    - Seth

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