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aapowers
Level 2

Automatic Invoice Line Items

I need to know when adding specific line item to an invoice, if it's possible to make it so that a secondary line item is added automatically, but only for certain products/services?  

Solved
Best answer June 23, 2021

Best Answers
Ryan_M
QuickBooks Team

Automatic Invoice Line Items

I'll take care of your query about automatic line item creation in QuickBooks Online (QBO), @aapowers.

 

The closest thing I can think of that agrees with your statement is a bundle. Bundles in QBO are a combination of products and services that you sell as a whole. Moreover, you have the option to show the components of a bundle as line items on sales transactions, such as an invoice. 

 

Here's how to create a bundle:

 

  1. Highlight the Sales tab, then select Product and Services.
  2. Press New.
  3. Tap Bundle.
  4. Enter the name of the bundle on the Name field.
  5. Tick the Display bundle components when printing or sending transactions box.
  6. Add the product(s) and service(s) you need in this bundle. 
  7. When done, hit Save and close.

 

Refer to these screenshots for the sample invoice with a bundle.

 

 

And here's the print preview:

 

 

I also suggest you keep an eye on this page: The QuickBooks Blog. It's where you can see new features in QBO each month. It includes a short description so you can familiarize yourself with it. 

 

Post a reply if you have other questions about invoices in QBO, and I'll be sure to get back to you. Enjoy the rest of the day!

View solution in original post

1 Comment 1
Ryan_M
QuickBooks Team

Automatic Invoice Line Items

I'll take care of your query about automatic line item creation in QuickBooks Online (QBO), @aapowers.

 

The closest thing I can think of that agrees with your statement is a bundle. Bundles in QBO are a combination of products and services that you sell as a whole. Moreover, you have the option to show the components of a bundle as line items on sales transactions, such as an invoice. 

 

Here's how to create a bundle:

 

  1. Highlight the Sales tab, then select Product and Services.
  2. Press New.
  3. Tap Bundle.
  4. Enter the name of the bundle on the Name field.
  5. Tick the Display bundle components when printing or sending transactions box.
  6. Add the product(s) and service(s) you need in this bundle. 
  7. When done, hit Save and close.

 

Refer to these screenshots for the sample invoice with a bundle.

 

 

And here's the print preview:

 

 

I also suggest you keep an eye on this page: The QuickBooks Blog. It's where you can see new features in QBO each month. It includes a short description so you can familiarize yourself with it. 

 

Post a reply if you have other questions about invoices in QBO, and I'll be sure to get back to you. Enjoy the rest of the day!

View solution in original post

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