You can save your custom line items for future use as you create them in Maidily.
Creating and saving custom line items can happen from 2 places:
- Jobs
- Pricing
Saved line items will appear in Pricing -> Custom Items
How to save a custom item from Jobs:
- Click on 'Add custom item'
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- Type the name and set the price for the custom item
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- The new item will show in the dropdown with the word "add" in front of it
- Click it to select it
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If the custom item has previously been saved it will appear as an option for you to select in the dropdown without the word "add" in front of it
- Click on 'Save and Add custom item' to save the item for future use AND to add it to the job
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- Click on 'Add custom item' without saving it for future use to add the item as a 1-time item to the specific job
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- Added custom items will appear in the 'Payment details' section
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- Easily edit or delete the custom items in the 'Job details' section (scroll down)
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How to save a custom item from Pricing:
All saved custom items will appear in Pricing -> Custom Items.
You can also create custom items from there.
- Click on 'Add Custom Item'
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- Fill out the name and price
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- Click 'Save'
Custom items creating this way are saved for future use and can be selected on any job
- All of your saved custom items will appear in Pricing -> Custom Items
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