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Replying to:
MarsStephanieL
QuickBooks Team

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Hi there, dannboisvert.

 

To get the goal of using one line item for several products and services in an invoice, you can use bundle item. Let me show you how to create a bundle item and apply it in an invoice.

 

Here's how to create a bundle item:

  1. Go to Sales, then Products and Services.
  2. Select New button and choose Bundle.
  3. Check the box for "Display bundle components when printing or sending transactions."
  4. Add the product or services in the line items.
  5. Click on Save and close.

I added a screenshot for your reference.

 

invoice bundle 01.jpg

 

Here's how to apply bundle item in the invoice:

 

  1. Go to the Hamburger icon and select + New button.
  2. Under the Customers column, select Invoice.
  3. Choose the project name of the customer if you want to track the sales.
  4. In the line items, choose the bundle item you created.
  5. Verify the details.
  6. Hit Save and close.

 

This is how it looks.

 

invoice bundle.jpg

 

Here's an article you can read to learn more about bundles: Change Product and Service Types.

 

You can check out create and view customer statements for future reference.

 

Get back to me at any time if you have additional questions, dannboisvert. We're always around here to help. 

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