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Use pricebook items in estimates and invoices

Pick from your pricebook — descriptions, prices, and tax come across automatically.

The whole point of a pricebook is speed — once it's built, quoting and billing is picking from a list, not typing prices.


Add items to a quote or bill

When you're building an estimate, a job, or an invoice, the line-items step lets you add from your pricebook. Search by name, pick the item, and its description, price, tax setting, and rate type all come across automatically.

  • Set the quantity — the line total works itself out.

  • Adjust the price on the line if a particular job calls for it; your pricebook stays unchanged.

  • Mix as many items as you need — services and products together.

Note: Editing a price on one estimate or invoice only changes that document. To change it everywhere going forward, update the item in the pricebook itself.


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