Save service packages and start invoices or quotes

What a service package contains#

Products / Services is the saved package catalogue in your signed-in workspace. A package is reusable document content, not an issued invoice, a quote approval or a payment. You can use the same saved package for either a new invoice or a new quote.

Package quantities are fixed defaults, not calculations based on a particular job’s dates. The package editor does not offer Date Range Quantity Calculation. Review any job-specific dates and quantities later in the invoice or quote editor.

Create and save a package#

1. Open Products / Services
   Choose Products / Services in workspace navigation. Search finds package names; use the page controls when the catalogue has more than one page. A loading placeholder is not confirmation that your saved packages are missing.
2. Choose Create package
   Enter a meaningful Package name and choose Currency. Add the descriptions, quantities and prices you normally reuse.
3. Review columns, tax and discounts
   Use Columns in Package actions to configure labels, visible columns and custom fields. Enter custom values against the intended line. Review VAT Type and Discount Type; the displayed total reflects these package defaults, not a bank payment.
4. Enter Standard notes & terms
   Use Notes and Terms for reusable wording. Review client-specific obligations again when preparing the actual document.
5. Choose Save package
   Correct any highlighted errors and wait for confirmation. The saved package returns to the catalogue. Saving it does not create or send an invoice or quote.

A package supports up to 100 line items and three custom columns. A custom column can contain text, a number or a date. Hidden custom columns keep their saved values; removing a line or column removes values belonging to that deleted item.

Open, duplicate or delete a saved package#

1. Use Open package to edit
   This loads the latest saved content. Make your changes and choose Save package. All packages returns to the catalogue; unsaved changes require an explicit discard or keep-editing choice.
2. Open the vertical three-dot menu on a card
   The menu offers Create invoice, Create quote, Duplicate and Delete. Duplicate makes an independent saved copy and opens it for editing. Review its name and content before saving further changes.
3. Confirm Delete only for the intended package
   Delete is the red menu action. Review the package shown in the confirmation and choose Delete package, or Keep package to cancel. The editor also provides Duplicate package and Delete package for an existing saved package. If unsaved edits exist, Duplicate package asks whether to duplicate the saved version and discard those edits after success. Choose Keep editing to retain them, or save first to include them in the copy.

Create an invoice or quote from the same package#

1. Choose Create invoice or Create quote
   Use the saved package card’s three-dot menu. The application fetches the latest saved package before opening the corresponding new draft editor; it does not use only the short card preview.
2. Review the copied content
   Currency, lines, prices, tax/discount settings, column configuration, custom values, notes and terms are copied independently. Each copy has fresh line and custom-column identities, keeping values attached to the correct rows.
3. Complete the document details
   Choose the client and review the document number and dates. Invoice issue/due dates and quote issue/validity dates come from their own new-document defaults, not a saved package. Check issuer and branding details; invoice bank details remain owned by the invoice workflow.
4. Review and save normally
   Use Preview Invoice or Preview Quote after completing the required fields. These existing actions save a draft and open its preview. Review the resulting draft before using any separate issue, publish or send action.

For invoice review and delivery, read Create and review an invoice draft and Publish, email and share an invoice. For quote-specific details, read the quote draft guide.

When an unsaved invoice already exists#

If this browser tab restores an unsaved invoice, package creation does not silently replace it. The application asks how to proceed.

If preparing the replacement fails, the restored draft stays unchanged. Retry or continue that draft. New-invoice recovery uses the existing validated browser-tab autosave rules; incomplete forms are not universally recoverable. Quotes do not currently provide equivalent local autosave. Save deliberately before leaving or refreshing an editor.

Package creation opens a new editor, not an existing saved invoice or quote draft. Quote-to-invoice conversion remains a separate action on an eligible quote; it is not used when starting an invoice from a package.

Handle loading, conflicts and uncertain outcomes#

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