Items, units and categories

Items are the products and services you sell. Pick them on an invoice and their name, price and unit fill in by themselves.

Items

• Name (required) and Description.
• Price: the usual unit price. You can change it on each invoice.
• Unit: how it is counted, such as hour, day, project or kg.
• Category: to group your items, for example Design, Hosting or Training.

Each item shows how many invoices and quotes use it. The Sales by item report shows how much of each you sold.

Units and categories

Units and Categories are short lists of names. The app starts with common units (pcs, kgs, hrs and more) and two categories, Goods and Services. Rename them, add your own, or archive the ones you never use.

Price lists from Excel

Have a price list in a spreadsheet? Use Download template in Import / Export, paste your items into it and import it. See Working with lists.