Common Services

I can share some insights on how to assign line items to invoices, @Manzoor1,

At the moment, the option to create an invoice template with a fixed line item for services is currently unavailable. You will need to assign them every time you will create a sale inside QuickBooks.

However, if they have a fixed payment scheme and their pay doesn't change, you can use recurring transactions. This will allow you to assign line items on invoices for fixed charges to a client.

To do that:

1. Go to Settings ⚙ then select Recurring Transactions.
2. Press New.
3. Choose the type of transaction to create, and then select OK.
4. Enter a Template name.
5. Choose a Type. For Scheduled, QuickBooks will automatically create the transaction for you. While for Unscheduled, it will only serve as a template where you can pull up and modify anytime.
6. Add all the information of the sale including the Service entry before saving.

To learn more about this, see the following links:

• Create recurring transactions in QuickBooks Online
• Create a recurring transaction [Video]
• Schedule recurring transactions created with a template

For other questions or clarifications, feel free to connect with me again. I'll be right here to help you anytime. Have a good one!