How to Use the Item Catalog

The item catalog stores your standard products and services — including default price, unit, and tax rate. Once saved, you can search and insert them into any invoice, quote, or sales receipt without typing the same details repeatedly.

To add an item to the catalog

1. Go to Settings → Item Catalog.
2. Click Add Item.
3. Enter the item name, description, unit price, unit of measure (e.g. hour, kg, unit), and tax rate.
4. Click Save.

To use a catalog item when invoicing

1. While creating an invoice, quote, or sales receipt, click Add Item in the line items section.
2. Start typing the item name in the search field.
3. Select the item from the dropdown — description, price, and tax rate fill in automatically.
4. Adjust the quantity as needed.

You can also create new catalog items on the fly from the line items panel — click the + Create new item option that appears when no existing match is found.