Create a new Preset item

1. Open the “Add preset item” window

 

• From the New invoice main screen, go to the Presets panel on the right.

• Click + Create new preset in the top-right corner.

2. Fill in preset details

 

• Name*
• Enter the item name (product or service).
• This is what you will see in the presets list in the right corner.

• Unit price*
• Set the default price for this item.

• Add the appropriate tax/fee if applicable using the Taxes/Fees dropdown (or add a new tax).

 

 

 

• Use Add another Tax/Fee if this preset should always include more than one tax/fee.

 

 

 

• Choose Tax calculation type:
• Standard – each tax/fee is calculated on the base price.
• Compound – each additional tax/fee is calculated on top of the previous one.

 

 

 

Save the preset

• Review the Name, Unit price, and Taxes/Fees.

• Click Add preset.