{"schema":"exacc.help.page/1","url":"https://exacc.au/help/invoice-templates-and-line-items/","title":"Save invoice templates and line items","description":"Save the things you sell as line items that fill in price, account, tax and description, and save whole invoices as templates for recurring billing.","category":"Invoicing & Payments","summary":"**Line items** are the products and services you sell or buy often: pick one on an invoice or bill line and its account, tax code, price and description fill in. Manage them in **Manage › Configuration › Invoice + Bill Line Items**. An **invoice template** is a whole saved invoice, used to set up recurring invoices.","lastVerified":"2026-09-29","apps":["app"],"processIds":["line_item_templates","invoice_templates"],"start":{"label":"Open line items","url":"https://app.exacc.au/{dbId}/sales/invoice-detail-templates"},"menuPath":["Manage","Configuration","Invoice + Bill Line Items"],"steps":[{"step":1,"title":"Add a line item","body":["Open **Manage › Configuration › Invoice + Bill Line Items** (**Invoice / Bill Detail Templates**) and click **Add New Template**."],"url":"https://app.exacc.au/{dbId}/sales/invoice-detail-template/new","fields":[{"name":"Code","help":"the short name you pick on a line, e.g. CONSULT.","required":true},{"name":"Sales item","help":"tick to use it on invoices, then set **Sales Account**, **Sales Tax Code**, **Sales Unit Price** and whether the price is **Tax-inclusive**."},{"name":"Purchases item","help":"tick to use it on bills, with its own purchase account, tax code and price."},{"name":"Description on invoice","help":"at least 4 characters. Insert a date tag to show last, this or next month, e.g. \"Bookkeeping for [Date:ThisMonth-MMMM_yyyy]\".","required":true},{"name":"Private note, Active","help":"a note for yourself; untick Active to retire the item."}],"image":"https://exacc.au/help/invoice-templates-and-line-items/step-1.png"},{"step":2,"title":"Use it on an invoice","body":["On an invoice or quote line, open the **Template** button and pick the code. Account, tax code, unit price and description fill in and quantity resets to 1; you can still change any of them."]},{"step":3,"title":"Save a whole invoice as a template","body":["In **Manage Invoices** click **New › Template**. Fill it in like an invoice (customer, lines, payment terms, sales person) and click **Save as Template**. Templates have no number and are not sent.","Find them in **Manage Invoices** under **More Filters › Type › Templates**. Their main use is **Recurring Invoice**."],"url":"https://app.exacc.au/{dbId}/sales/invoice-template-form/new"}],"sections":[{"heading":"Discounts","body":["Exacc has no discount field. Add a line with a negative amount, coded to your discounts account with the same tax code as the discounted line, so GST is reduced too. The invoice total must stay above zero."]}],"related":["https://exacc.au/help/create-invoice/","https://exacc.au/help/recurring-invoice/","https://exacc.au/help/general-settings/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}