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Learn how to use the platform along with some tips and tricks

Create reusable invoice line items

Save a charge you use often as a line item, so you can add it to any invoice without typing it out again.


A reusable line item saves a charge's name and price, so you can drop it onto
any invoice without typing it out again. Use it for a cleaning fee, a
returned check fee — anything you charge more than once. Set one up in
Settings → Invoicing, then use it on any invoice you create.

From here you can:

  • Add a reusable line item
  • Add a saved item to an invoice
  • Save a line item for reuse while you're building an invoice
  • Edit or delete a saved item

Add a reusable line item

  1. Open Settings, then Invoicing.

The Settings menu, open to Invoicing

  1. Find Invoice Items, then click + Add line item.

The Invoice Items list, with Add line item

  1. Fill in the item's Name.
  2. Turn on Taxable if you have to charge tax on it.
  3. Fill in the Price.
  4. Add any Tags you want it grouped under in your reports.

The Add line item form, filled in for a cleaning fee

  1. Click Add.

It now appears in your list of invoice items, ready to use on any invoice.

Cleaning Fee saved as a reusable Invoice Item, with its edit and delete icons

Add a saved item to an invoice

  1. Open Payments, then Invoices.

The Payments menu, open to Invoices

  1. Click Add Invoice to start a new invoice, or the eye icon on one you
    already have.

The Invoices page, with Add Invoice

  1. Click Add Saved Item.

Sunday Larder — booth rental, with Add Saved Item

  1. Choose the item from the list.

The Add Saved Item dropdown, open to Cleaning Fee

The item is added to the invoice with its saved price and tags.

When the invoice is ready, click Save Draft to save it as a draft and
return to it later, Save to save it for manual release when you're
ready, or Create & Send to send it to the vendor for payment.

Sunday Larder — booth rental, with Save Draft, Save and Create & Send

Tip

See it done for one specific charge in Add a late fee to an invoice.

Save a line item for reuse while creating an invoice

You don't have to set an item up in Settings first — you can save one
straight from an invoice you're building.

  1. Fill in the line item's Name.
  2. Fill in the Price.
  3. Click the bookmark icon next to it.

Setup Assistance filled in on the invoice, with the bookmark icon to save it for reuse

The item is saved with that name, price, tags and taxable setting, ready to
use on your next invoice.

Note

You need Settings access to do this. Without it, you'll see a message
asking you to get access from a market admin instead.

Edit a reusable line item

  1. Open Settings, then Invoicing.
  2. Click the pencil icon next to the item.
  3. Update its Name, Price, Taxable setting or Tags.
  4. Click Update.

Delete a reusable line item

  1. Open Settings, then Invoicing.
  2. Click the trash icon next to the item.
  3. Click Delete to confirm.

Can't find what you need?

Our support team will help you out.

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