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How do I add a text-only line or description to my quote or invoice?

A guide to adding line items without a price on quotes or invoices

Written by Michelle

A text-only line lets you add context, explanations, or terms without attaching a price to that item.

How to add a text-only line

  1. Go to Quotes or Invoices and open a draft (or create a new one).

  2. In the items section, click the Text only line button.

  3. Enter your text. This line will not show any financial value.

Common uses:

  • Section headers (e.g., “Phase 1: Research & Discovery”)

  • Detailed service descriptions

  • Terms, conditions, or project milestones

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