Bundles allow you to create a group of Products & Services to quickly invoice for commonly used combinations. This article will walk you through How to Set Up and use Bundles.
How to set up Bundles
Step 1
Navigate to Settings, then select Products & Services
Step 2
Open a Product & Service item or select New Item. Once the item is open, select the Product Bundles tab.
Note | When creating a New Item you will not see the Product Bundles tab until you have saved the item. |
Step 3
Select the Add button.
Step 4
You will get a popup with a blank Item # field. Start typing in the item and then enter the Quantity. When you're finished adding items, select Apply or Save.
The fields will now populate as shown in the image below with the cost of the item.
How to use a Bundle
When creating an invoice, enter the Item # or search for the Bundle you've created. The Bundle will auto-populate all items onto the invoice
All the items will appear on the invoice and broken down by line