As detailed in the article on creating an Invoice or Estimate, you can create and save items during the process of creating an invoice or estimate. However, you can also create an item without having to set up an invoice or estimate. You can then use these pre-saved items in any of your invoices or estimates. Here’s how to do that.
Adding Items in the Mobile App
To start, you’ll want to tap the Items at the bottom of the app.
This will take you to a summary of all your current items. To create a new item, hit the plus sign at the lower right corner.
From here, all you need to do is choose a name for the item, set a price and set whether or not the item is taxable. You can also optionally fill out a description for the time at the bottom of the page.
Once you’re done, hit the back button and your item will be automatically saved to your item summary. You can edit it at any time.
Adding Items in the Web App.
To start, hit Items at the top of the page.
This will take you to a summary of your current items. Next, you’ll want to hit the New Items button in the upper right.
From here, all you need to do is fill out the item name, choose a rate which is the price of the item and toggle whether or not the item is taxable. You can also optionally fill out some additional details for the item.
Once you’re done, hit Close and the item will be automatically saved.