What it is
Products & Services is your own price list of the work and parts you charge for most. Save each one once with its price. Then add it to any invoice or quote in two taps instead of typing it out.
Why you’d use it
Most jobs repeat. A plumber might charge a call-out fee of R450, an hour of labour at R650 and a geyser element at R380, week after week. Typing those lines by hand every time is slow, and a typo in a price costs you money.
Save each one once, and adding it to an invoice takes two taps. The price is the same every time.
What you need first
Nothing. Just a list of the work and parts you charge for most often, and what you charge for each.
How to do it
Save an item
- On the InvoiceZen tab, tap the settings icon at the top right to open Business Profile.
- Tap Products & Services.
- Tap + Add Product or Service (or Add Product or Service if the list is empty).
- Fill in the Description, for example “Call-out fee”, and the Unit Price (R), for example 450.
- Tap Add Item.
To change an item later, tap it, edit it and tap Save Changes. To remove it, tap Delete next to it.
Use it on an invoice or quote
- Start a New Invoice or New Quote.
- Under Line Items, tap Add from Catalog.
- Tap the item you want. It is added as a new line with a quantity of 1.
- Change the Qty, price or Disc % on that line if this job is different.
What it costs
Nothing extra. You can save as many items as you like on any plan.
Common questions
Should the price include VAT?
No. Enter the price before VAT. If you turn on Apply VAT (15%) on the invoice, the app adds VAT on top of the total. A R1 000 item becomes R1 150 for the client.
If I change a price, do old invoices change?
No. The app copies the description and price onto the invoice when you add it. Invoices and quotes you already made keep the old price. Only new lines use the new one.
Can I still type a line by hand?
Yes. Tap + Add Item under Line Items for a once-off line that is not in your list.
Can I change the price for just one client?
Yes. Add the item from your list, then change the price on that line. Your saved item stays the same.