Reusable invoice items

Pj Disharoon's Avatar

Pj Disharoon

20 Mar, 2013 03:23 AM

It would be great if you could save your charges that you charge your clients on the invoices. For example prior to me using this system I used MacFreelance and i could preset the different charges and prices for services. This made creating invoices a breeze..

  1. Support Staff 1 Posted by Seth B on 20 Mar, 2013 03:44 AM

    Seth B's Avatar

    PJ,

    Cashboard automatically stores every item you've created on an estimate, invoice, or project.

    When you go to start typing in new items, it will suggest things based on your past history. We save price, description, etc.

    Enjoy.

  2. Seth B closed this discussion on 20 Mar, 2013 03:44 AM.

  3. Pj Disharoon re-opened this discussion on 20 Mar, 2013 03:52 AM

  4. 2 Posted by Pj Disharoon on 20 Mar, 2013 03:52 AM

    Pj Disharoon's Avatar

    sweet!!!! thanks for the quick reply!

  5. Seth B closed this discussion on 20 Mar, 2013 04:11 AM.

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