In this article, you will learn how to add items and services to invoices.

Items and services are reusable line items you create and store on your Workiz account to save yourself time when creating estimates or invoices. You can add useful information like the item's name, cost, and the price you want to charge.

Adding items and services in Workiz is a useful way to create detailed invoices you send to your customers. It provides a transparent breakdown of the services and products you are billing them for.

How to add items and services to invoices

  1. From the sidebar navigation, select Invoices

  2. Select the invoice you want to add an item to

  3. Select Add item

  4. Choose an item from the list of existing items and services


    Tip: To learn how to create a new item or service, please see this article.


  5. Adjust the quantity as desired and select Save

  6. Repeat Steps 4–5 until you’ve added all the items you want to include for this invoice

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