Item templates let you save common products or services so you can add them faster to invoices and quotes. This feature is only available if you bill clients in Australian dollars (AUD).
There are two ways to add a new item template:
Add a template (from Item Templates)
Add while creating an invoice or quote
Option 1: Add a template (from Item Templates)
Go to Invoicing → Item templates → New template.
Enter description, price, and unit type.
Add GST if needed, then Save template.
Option 2: Add while creating an invoice or quote
Open or create an invoice or quote → click the star icon → New item template.
Fill in the details and then click Save template.
How to Delete a Template
Go to Item templates.
Hover over an item → click the three dots.
Click Delete.
Edit a template
Click the item template to be updated.
Update the item template.
Click Save template.
Remember to download the Rounded mobile app!
