Presets

The Presets tab helps you create reusable content for faster invoice building. Save time by defining standard item groups and invoice templates that can be inserted with a few clicks.

Shared with Quotes

The Presets section is shared between Quotes and Invoices. Item Groups and Templates created here are available in both modules.

Detailed documentation

For comprehensive documentation on the Presets page, including:

Creating Item Groups for bundled products/services
Building Invoice Templates for recurring billing
Using presets in documents
Managing and organizing presets
Best practices for template design

See the Quotes > Presets documentation.

Quick reference

Preset types

Type	Use For
Item Groups	Bundles of related items frequently invoiced together
Templates	Complete invoice structures for recurring billing

Common tasks

Task	Action
Create Item Group	Click Item Groups tab > Create Group
Create Template	Click Templates tab > Create Template
Use in invoice	Select from dropdown in Invoice Editor
Edit preset	Click preset name in list

Invoice template benefits

For recurring billing:

Retainers: Monthly service packages
Subscriptions: Regular recurring charges
Progress billing: Standard milestone structures
Product catalogs: Standard product lineups

Integration with Invoices

Presets speed up invoice creation:

Item Groups: Insert bundles of related items at once
Templates: Start new invoices from pre-built structures
Consistency: Same pricing and structure across invoices
Efficiency: Save time on recurring invoice types

Best practices

For recurring invoices

Create templates for monthly retainers
Build item groups for service packages
Use consistent naming (e.g., “Monthly Retainer - Tier 1”)
Update prices in presets when rates change

Data hygiene

Review presets quarterly
Archive outdated templates
Use clear, descriptive names
Document intended use in descriptions

AU-specific notes

GST handling: Presets inherit tax codes from component items
BAS alignment: Consistent account mapping supports reporting
Terminology: Template language should match AU standards
Currency: All prices in AUD

See Quotes > Presets for detailed documentation.