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Hi Morgan, if you have common inventory and services you trade, you could look at saving these as items to your Products and services. When invoicing you'd simply use the Item column to find and select what needed to be included in the invoice, saving you time from having to enter repetitive data.
Appreciate there is a little hurdle if you're looking at adding 'description' only lines with new invoicing atm and this is something we're looking into and you can follow updates for this across on this idea.
Morgan Johnstone shared this idea ·