You can create item templates to choose from for quotes and invoices.
Item templates are predefined line items that can be easily added to a quote or invoice in a few clicks.
They are a great time-saver if you regularly bill clients for the same products or services.
There are two ways to add an item template:
In the Item template section
As part of the process of sending a quote or an invoice
To add item templates in the item template section
Click Invoicing on the menu on the left, then click Item template
Click New template
Fill in the item details
Description
Unit price
Unit type
NOTE: Add GST for each item template as required. Click HERE for more information about managing GST in Rounded.
4. Click Save template
To add item templates as part of the process of sending a quote or an invoice
Create an invoice
or a quote
or open an existing draft invoice or quote in the main Invoice/Quote section.
In the item section, click the Star button, then New item template
Then, follow steps 3 and 4, as described above.
NOTES:
Line item templates are only available for clients billed in Australian $.
Edit a line item by tapping on the item to be updated.
To delete a line item
On the Item template section, hover the mouse pointer over the item to be deleted
Click on the dropdown arrow, then click Delete
For information on how to add line items on the Rounded mobile app, click HERE.
Remember to download the Rounded mobile app!
