Custom Line Items

Creating Your Own Custom Line Items:

  1. Click the Configuration tab.
  2. Click on Account Settings.
  3. Click on Pricelist.
  4. Click the "Add Item" button.
  1. Enter Line Item name (visible to your team only).
  2. Enter Line Item Description (Visible to the customer).
  3. Choose your unit of measurement.
  4. Enter your pricing for this item.
  5. Click Save to finish adding a new line item to your Pricelist.

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