Work faster
Add Items You Use Often

If you often sell the same products or services, you can save them as items and re-use them in any quote, invoice, estimate, or receipt. It saves time and keeps everything tidy.

Open Items

From your home screen, click the Items button. It opens your saved item list.

You’ll see everything you’ve saved so far—or start from scratch.

Add an Item

Click New item and fill out:

• Description – what you're offering
• Unit price – how much it costs
• Notes – (optional) extra details

You can also set taxes. When you're done, hit Save.

Use Items in Documents

In a new quote, invoice, estimate or receipt, start typing in the item line. Docelf will show a dropdown of saved items.

Click one, and it fills in the description, price, and taxes.

You can still change the item’s text or price in that document without affecting the saved version.

Edit or Remove

Want to update an item? Go back to Items, click to open one, and make changes—or delete it if it’s no longer needed.

Your saved items are always ready to use. Simple!