tag:help.cashboardapp.com,2012-10-23:/discussions/suggestions/136-list-of-services-for-quotes-and-invoicesCashboard: Discussion 2013-10-25T06:39:19Ztag:help.cashboardapp.com,2012-10-23:Comment/263123022013-04-09T19:47:36Z2013-04-09T19:47:36Zlist of services for quotes and invoices<div><p>Hi Jeremie,</p>
<p>Any item that you create on an invoice, estimate, or project
will be automatically stored for future use.</p>
<p>When you go to create other items inside Cashboard, you will be
presented with an autocomplete list, allowing you to choose from
previously created items.</p>
<p>There is no "list" to manage, or edit. We handle that
automatically for you.</p>
<p>As far as a "road map", we do have one internally, but we don't
share that publicly at this time, nor intend to in the future.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/263123022013-04-10T08:56:29Z2013-04-10T08:56:29Zlist of services for quotes and invoices<div><p>Hello,<br>
I understood the system and I think it's great. By cons when it
manages a service company it is possible that the service would be
identical, but their description change. With your method, the
latter description is used, which complicates management services.
Because the latter description is not necessarily the basic
description. If you could choose between the last items and
preconfigured items, it would be easier</p></div>jeremie dejonghetag:help.cashboardapp.com,2012-10-23:Comment/263123022013-04-11T02:47:40Z2013-10-25T06:39:19Zlist of services for quotes and invoices<div><p>Cool, thanks for the feedback.</p>
<p>I'll consider that if we ever decide to allow managing the
globally saved items used for autocomplete.</p>
<p><strong>One thing I'd like to point out is that it's possible to
manage "lists" of items today.</strong></p>
<p>Cashboard offers the ability to "import items" from multiple
estimates or invoices. You can also "duplicate" any estimate or
invoice inside the system. So, if you have a common list of items
you routinely invoice for, you could create a "stock invoice" and
duplicate that, or import the items onto any new invoice.</p>
<p>The same thing goes for estimates.</p></div>Seth B