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Invoice line types and their usage

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30 Sep 25by Lex

Build clear, structured invoices by adding products, notes, and custom sections.

 


 

Invoice rows give detailed information about the products or services you provide. You can manage these directly in the invoice, estimate, or receipt editor.
 

Add a product to your invoice

Click Add invoice line to enter a new product or service. You can:

  • Type a custom name
  • Select a saved product from your list
  • Choose New product to add and save a new one to your product database

 



Add a description field or title

To add extra information to a product, open the dropdown next to Add invoice line and select Add text field. A new field will appear directly below the product line.

 



Add a subtotal

To group multiple items and display a partial total, use the dropdown next to Add item and select Add a subtotal.

  • The subtotal will include all rows above it
  • If a previous subtotal exists, the new one only calculates the rows below the last subtotal

 



Reorder rows via drag and drop

To change the order of items, hover over the left side of a row until three vertical dots appear. Click and drag the row to its new position.

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