Products and Services

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The short version

Open Invoice settings and choose Products and services. Select Add a product or service, fill in the name and price and save. In the editor, choose From your catalog.

The catalog

Add an item

Select Add a product or service. The form asks for:

Field	Notes
What it is	Product or service, or Hourly work.
Name	Required, up to 160 characters.
Description	Optional, up to 1,000 characters. Shown under the line on the invoice.
Price or Rate per hour	Required. Zero is allowed.
Currency	Required.
Tax rate	Choose one of your rates, or Your default tax rate.

Names, limits and prices

A name must be unique among your active items in the same currency. You can have Logo design in euros and in dollars.
You can have up to 500 active items.
A price cannot be more than the invoice limit of 999,999.99 in a currency with two decimals.

Archive, restore and delete

Select Archive on an item you no longer sell. Invoices that used it are not changed. Select Show archived items to see them, and Restore to bring one back. An archived item can be deleted for good. Delete is only offered after archiving.

Using and importing

Adding an item to an invoice

In the editor, under Items, choose From your catalog and search. Only items in the invoice's currency are shown. The item is copied onto a new line with its name, description, price and tax rate. You can still change the line. Nothing on the line points back to the catalog.

Import a CSV

Select Import CSV and choose a file. Columns: name, price, currency, kind (item or hourly), description and tax. Only name is needed. Headers can be in any case.

Column	Notes
name	Required.
price	12.50 or 12,50. Zero is fine.
currency	Defaults to your invoice currency.
kind	hourly or hour for a rate per hour. Anything else is a product or service.
tax	A percent or the name of one of your rates. An unknown one leaves the item without a rate.

The file can have up to 500 rows and 200,000 bytes. Every good row is added. A bad one is skipped and reported with its line and the reason, for example 3 added, 1 skipped. Fix the file and import again. Rows already in the catalog are skipped as taken.

Help

FAQ

If I change an item, do my old invoices change?

No. Adding an item copies it. Changing or archiving it later never changes an invoice.

Can two items have the same name?

Only in different currencies. Among your active items, a name is unique per currency.

How many items can I have?

Up to 500 active items. Archive items you do not use to make room.

How do I import products from a spreadsheet?

Save the sheet as CSV with a name column, and optionally price, currency, kind, description and tax. Select Import CSV in the Products and services section.

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