Adding Line Items to a Project

Adding Line Items

1.) Select the green + next to Line Items.

2.) Select a pre-made item from the drop down list or create a new item or service by filling out: Name, Unit Price, Quantity, Description, Tax, Group.

3.) Save when finished.

Note: If you have a Custom or Industry Template you will have additional options when you click the green + next to Line Items that will also allow you to create line items using your template.


Item Groups

If you have similar items or services that you want to group together, give them a unique Group name. The items in Group1 (above) all have Group1 for their Group name.

Group Options

Here you can select the elements you want to display or hide on the line items in the group.

1.) Click the yellow Edit button next to the Group name and select Edit Group.

2.) From here you select which elements you'd like to show:

  • Line Item Unit Prices
  • Line Item Quantities
  • Line Item Totals
  • Group Total
  • Group Quantity
  • Include In Estimate Total

Edit Line Item Group Settings

See Settings - Document Templates to pre-define your group settings.

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