When you build an invoice or estimate, you can arrange the line items in any order you like. This is useful when you want to group related parts and labor together, or move a line up or down so the document reads the way you want your customer to see it.
How to reorder
Each line in the items list has a drag handle on its left edge, shown as a grip icon. To move a line:
- Press and hold the grip handle on the line you want to move.
- Drag it up or down to its new position.
- Release to drop it there.
This works the same with a mouse on a computer or with your finger on a phone or tablet.
The new order is held on the form until you save. Click Save, or post the invoice, to keep it. If you leave without saving, the order returns to how it was.
Good to know
- Any labor surcharge attached to a labor line moves with that line automatically, so your totals never change when you reorder.
- Reordering only changes the sequence the lines appear and print in. It does not change quantities, prices, tax, or the total.
- You can reorder while an invoice or estimate is still being edited. Once an invoice is posted, its lines are locked.