The Item Library contains all line items you have created in the software and chosen to save for later. The list view provides quick access to key details such as item name, price per unit, item ID, and budget codes with custom sorting options by clicking on column headers.
Project 2 Payment makes it very easy to quickly make new items as you create new projects, but what about the standard line items you will use repeatedly in your bids and invoices?
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Taking some time to plan how you want items logged and then proactively adding them to your library will save you precious time during your busy season. You will be able to create projects faster and maintain consistency, which keeps your business running smoothly. Once your catalog is ready, go to Item Library and click the Add Line Item button to create new items. Use the Edit button to change any details or Delete an item that is no longer needed. |