Add an Item/Service to All Future Invoices

To add an item or service to all FUTURE invoices, go to the Resources Tab>Items & Services.

You can create a new Item or Service or you can edit a current item or service and add it to all future invoices.

To edit an Item/Service, click the pencil button.

You will see a box you can check to “Add This Item/Service to All Future Invoices

NOTE: The change saves automatically and will only be applied to FUTURE invoices created after the change was made. It will not add the item/service to any past or existing invoices.

Updated on February 20, 2024

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