Adding line items to an invoice in InvoiceOwl is straightforward:
- Click Invoices in the left sidebar and open an existing invoice or create a new one.
- In the Line Items section, you will see a table with columns for Item, Type, Qty, Rate, and Amount.
- Click on the Item name field and start typing. A dropdown appears showing items from your catalog that match your search.
- Select an item from your catalog to auto-fill the name, description, rate, and quantity.
- Or click + add new item to catalog to create a new catalog item.
- You can also just type a custom item name directly.
- Fill in or adjust the Description, Type (Parts, Labor, or Other), Quantity, and Rate. The Amount calculates automatically.
- Click Add item below the table to add another line item row.
- To remove a line item, click the X button on the right side of the row.
- Drag items using the grip handle on the left to reorder them.
Sections and Bundles:
- Click Add section below the line items to organize items into named groups (useful for breaking work into phases).
- Click Add bundle to add a pre-configured group of items from your bundles library.
- Sections can be reordered by dragging, and items can be moved between sections.
On the Mobile App
- Open an invoice or create a new one from the Invoices tab.
- Tap Add Item in the line items area.
- Search your catalog by typing an item name, or enter a new item directly.
- Fill in or adjust the Description, Type (Parts, Labor, or Other), Quantity, and Rate. The amount calculates automatically.
- Tap Done to save the item and return to the invoice.
- Tap Add Item again to add more line items.
- To edit an existing item, tap on it in the list. To remove it, tap the Delete button on the item editor screen.