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Contract Management
Setting Up Client Contracts
Creating invoice line item templates
Creating invoice line item templates
Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

You can also add specific line items if your clients need them. You can do so by using the invoice line item templates. Here's how:

  1. Navigate to Modules > Clients > Select a client > Invoice settings > Invoice line item template.

2. Add line item descriptions and match them with variables/elements depending on your requirements as shown below:

Creating an invoice line item.png

3. Click ‘Save’ after you are done.

📝 Note

Client-specific invoice line items will be reflected in the invoicing tab.

Related Articles
Getting started with contract management
Managing contract items
Generating an invoice
Creating a new contract template
Creating a custom contract
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