Invoice Line Items

Invoice Line Items

Line items are the individual charges on an invoice. Each line item represents a service, product, or custom charge billed to the client.

Adding a Line Item

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

Editing Line Items

• Click on any line item to modify its description, quantity, or price
• Changes to line items automatically update the invoice total
• Remove a line item by clicking the delete icon on its row

Common Line Item Types

• Session fees -- Standard service charges (e.g., "60-Minute Massage -- $120")
• Package discounts -- Negative line items to apply discounts
• Late cancellation fees -- Custom charges for missed or late-cancelled appointments
• Products or supplies -- Any additional items sold to clients

Tips

• Use service-linked line items when possible to keep your records consistent
• Add descriptive text so clients understand each charge
• You can reorder line items by dragging them into your preferred sequence
• The invoice subtotal, any adjustments, and the final total are all calculated automatically