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Setting up the quantity types

Set up your invoice and quote quantity types (hours, units, items)

Written by Michelle

This guide shows you how to customize the quantity types (such as hours, units, or items) that you can use when creating invoices and quotes in Rounded.

How to set up the quantity types

NOTE: All newly created invoices and quotes will have quantity types set up in the Settings section.

  1. Go to Settings.
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  2. Under Business settings, click Quantity types.

  3. Turn on the quantity types you want to use (for example: hours, units, items).

  4. Delete any quantity types you will not use.
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NOTE: These settings apply automatically to all newly created invoices and quotes.

Tips for Managing Quantity Types

  • From any draft quote or invoice, click Options β†’ Manage quantity types to jump straight to the Quantity Type section.

  • If you want an existing draft quote, invoice, or template to show your latest quantity types, remove the old line item, then add a new line item (it will pick up your updated choices).

Remember to download the Rounded mobile app!

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