#Line Items

Line Items are billable components that make up service pricing. Think of them as your pricing catalog.

#Creating a Line Item

1. Go to Service Manager → Line Items
2. Click New Line Item
3. Fill in:
   • Name — What the item is (e.g., "Consultation Hour", "Document Preparation")
   • Category — Optional grouping (see Categories)
   • Price — Unit price
   • Description — Optional details
4. Click Create

#Examples

#Editing a Line Item

1. Find the line item in the list
2. Click Edit
3. Make changes and save

Note: Changing a line item's price here updates the master definition. Existing services using it may need review.

#Deleting a Line Item

Click Delete to remove. This doesn't affect services that already include it.

#Using Line Items in Services

Add line items to services to build pricing:

1. Edit a service
2. In the Line Items section, click Add
3. Select the line item
4. Set the Quantity

The service subtotal is calculated as: Sum of (Line Item Price × Quantity)

#Price Calculation

Services calculate the final price as:

Tax settings are configured in your organization's settings.