Products & Services (Saved Items)
If you bill for the same things over and over, save them once as Products & Services and drop them into any invoice or quote by typing — no re-entering the price, tax rate, or duration each time. It’s the fastest way to build a document when your work follows a familiar pattern.
Opening Products & Services
Click the Products & Services button (the package icon) in the top toolbar. You can also get there from any line item: start typing in the Description field and choose Manage Products at the bottom of the dropdown.
📝 Note: This feature used to be called “Quick Items.” It’s the same idea — a reusable library of your common line items — just renamed.
What a saved item stores
Each saved item can carry the details you’d otherwise type by hand:
- Description (the name that appears on the document)
- Unit price
- Default quantity
- Tax rate
- Default duration and its unit (for time-based work)
- Notes
If you’re connected to Xero, items also hold a purchase (cost) price and account code for accounting. Saved items do not store a discount or a rich-text extended description — those stay on the line item itself, on the individual document.
Adding and organising items
Inside the Products & Services window, click Add Item and fill in the details. As your library grows, a few tools keep it tidy:
- Favourites — click the star to float an item to the top. Favourites are the first thing you see when inserting, so star the handful you use every day.
- Categories — group items in the sidebar (All Items, Favourites, your own categories, Uncategorised) and filter the list.
- Show/hide from the quick list — keep a rarely-used item in your library without cluttering the type-ahead picker.
- Dividers and drag-to-reorder — arrange the list the way you think about your work.
Using a saved item in a document
You don’t insert from a separate menu — the line item’s Description field is the picker:
- On an invoice or quote, start a new line (or press Cmd/Ctrl + I).
- Begin typing in the Description field. A list appears, showing your Favourites first.
- Keep typing to filter, then click the item you want. Its price, tax, quantity and duration fill in automatically.
- Adjust anything for this particular job — changes here don’t touch the saved item.
To add several at once, open Products & Services, tick the items you want and choose Add to Document.
💡 Tip: Editing a saved item only changes what gets inserted next time. Documents you’ve already created keep their own copy of the line, so updating a price won’t rewrite old invoices.
Keeping in sync with Xero
If you use Xero, your Products & Services stay in step with Xero’s own items list. You can Import from Xero to pull your existing Xero items in, Export to Xero to push new ones out, and a status indicator shows which items are in sync. Where the two sides disagree, LiteWork flags the conflict so you can choose which version to keep.