The Items page gives you a full list of all the items you have created in InvoiceOwl. Here is how to use it:
Opening the Items page
Click Catalog > Items in the left sidebar. You will see a table listing all your items.
What you can see
Each item in the list shows the following columns:
- Name -- the item name and description.
- Code -- the item code you assigned (or a dash if none).
- Type -- whether the item is Parts, Labor, or Other.
- Rate -- the unit price, along with the quantity label if one is set (for example, "$75/Hour").
- Actions -- a three-dot menu with options to Edit or Delete the item.
Searching for items
Use the Search items... box at the top of the list to find items by name, code, or description. The list filters as you type.
Sorting the list
Click a column header (like Name or Rate) to sort the list by that column. Click again to reverse the sort order.
Pagination
If you have more than 25 items, the list is paginated. Use the page controls at the bottom of the table to move between pages.
Adding items
- Click the Add Item button in the top-right area to create a new item.
- Click the Upload Items button to import multiple items at once from a file.
Item Bundles
InvoiceOwl also supports Item Bundles, which let you group multiple items together so you can add them all at once to an invoice. Click Item Bundles in the left sidebar to manage bundles.
A bundle has a name, an optional description, and a list of items with quantities. When you add a bundle to a document, all of its items are added at once with the quantities you set.
To create a bundle:
- Click Item Bundles in the left sidebar.
- Click Add Bundle.
- Enter a Bundle name and optional Description.
- Search for items and click to add them. Adjust the quantity for each item as needed.
- Click Create Bundle to save.
You can edit or delete bundles by clicking on them in the list or using the three-dot menu.
On the Mobile App
To access your items and bundles on mobile, tap the More tab, then tap Catalog.
The Catalog screen has two tabs at the top:
- Items -- lists all your items alphabetically, showing the name, rate, item code (or type), and a type badge (Parts, Labor, or Other).
- Bundles -- lists all your bundles, showing the name, number of items, and total bundle price.
Searching
Tap the search icon in the top-right corner to search for items and bundles by name.
Creating items and bundles
Tap the + button in the top-right corner. A sheet will appear where you can choose New Item or New Bundle.
Editing and deleting
- Tap any item or bundle to open it for editing.
- Long-press (press and hold) on an item or bundle for a quick menu with Edit and Delete options.
Sorting by column and pagination are not available on mobile. Items and bundles are sorted alphabetically. Pull down on the list to refresh.