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Help centre › Invoices and quotes

Products and saved line items

Work you invoice repeatedly, with its price and tax rate.

Products → New item stores a description, price and tax rate. On any invoice or quote, pick the item to fill the line in one click. Picking copies the values onto the line, so changing a product later never alters a document you already issued.

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Also in Invoices and quotes

  • Create and send an invoice
  • Quotes, acceptance and converting to an invoice
  • Payment reminders and the schedule
  • Recurring invoices
  • Credit notes

Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.

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