2010

Invoicing User’s Guide September 2010 119
8
Working with Saved Items
If you frequently include particular items in your invoices, such as your best-selling products
or services, you can store that information and use it again to save time when you create
invoices.
Read the following topics to learn about saving and editing invoice items.
 “About Saved Items” on page 119
 “Adding a Saved Item” on page 120
 “Editing Saved Items” on page 123
 “Deleting Saved Items” on page 125
About Saved Items
Saved items are items you frequently include in your invoices. Using saved items reduces the
number of things you type when you create an invoice. Instead of entering all of the
information for an invoice item, you select a saved item from a drop down list to use its
information to complete the fields. After entering a date and a quantity for the item, you can go
on to the next invoice item.
You can easily edit information about saved items using the Saved items page in Invoice
Settings. You can store up to 100 items. For each item, you assign an item name or ID to
identify the item, select the currency to use, and enter a description, the cost per unit, and any
applicable taxes.
If you reach the maximum of 100 items, you must delete a saved item before you can add
another.