Ability to save line items | Voters

Ability to save line items

complete

Stacy Watkins

I'd like to be able to save (and manage) line items in invoices and proposals. That way I can easily access them for future use and don't need to retype it all the time.

Created by Rebecca Pringles

October 16, 2021

Rebecca Pringles

Merged in a post:

Ability to create (or upload) my own invoice templates

Samantha Wall

I would like to be able able to save invoice templates. I also want to be able to have control of the blocks (like in proposals) so I can have control over where the items are.

July 29, 2022

Brandon Smith

marked this post as

complete

Hello again everyone,

As of today, you can save line items as templates as part of your Pro subscription! The templates you save work across Invoices and the Estimate block in Proposals. We hope you enjoy this new feature.

Brandon Smith

Hey everyone! Thanks for your votes on this feature. We're addressing this and a couple of other requests in an update that's coming soon. You can learn more about it in this article: https://weareindy.com/blog/coming-soon-line-item-templates-bigger-logos-and-more

Rebecca Pringles

Merged in a post:

prices drop down

Owen Dybvig

I would love to be able to set my prices on a drop down

July 7, 2022

Rebecca Pringles

Hey Owen, thanks for the feedback. It sounds like you're asking for the ability to save line items (title, description, and price) for invoices. Is that correct or are you looking to do something else?

Owen Dybvig

Rebecca Pringles: yes and on proposal

Rebecca Pringles

Owen Dybvig: Thanks for clarifying! This is actually something we're working on so stay tuned. 😉

Brandon Smith

marked this post as

in progress

Rebecca Pringles

Merged in a post:

Line item templates for proposals

Erica Mares

I'd like to be able to save line items and descriptions that makes everything auto-populate so I don't have to re-type it.

May 10, 2022

Jonathan Ramos

marked this post as

under review