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Help/Invoices & Claims/Invoice Line Items

Invoice Line Items

Updated May 7, 2026

Line items are the individual charges on an invoice. Each represents a service, product, or one-off charge billed to the client.


Add a line item

  1. Open an invoice in draft or edit mode.
  2. Click Add Line Item.
  3. Pick how to add it:
    • From services: select a service from your catalog, and name, duration, and price pre-fill.
    • Custom item: enter a description and price by hand.
  4. Set the quantity (defaults to 1).
  5. The line total is calculated automatically.

Edit and remove

  • Click any line item to change description, quantity, or price.
  • Changes recalculate the invoice total in real time.
  • Click the delete icon to remove a line item.

Common types

  • Session fees for the standard service charge.
  • Discounts as a negative line item to reduce the total.
  • Late cancellation or no-show fees added to an invoice for a missed appointment.
  • Products or supplies sold to the client.

Tips

  • Use service-linked line items when possible so your billing matches your service catalog.
  • Add description text on custom items so the client knows what they're being charged for.
  • Drag line items to reorder them.
  • Subtotal, tax, and total all calculate automatically as you edit.

Related Articles

Create an Invoice

Generate a new invoice from the billing page or directly from a client profile.

Invoices Overview

Track every invoice across your practice, from draft to paid.

On this page

  • Add a line item
  • Edit and remove
  • Common types
  • Tips
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