Build a products and services library for the items you sell repeatedly. Library items reduce retyping while still becoming editable line-item copies on each invoice or agreement.
Create a reusable item
Select New item.
Enter a customer-friendly name and description.
Set the default rate and billing type: fixed price, hourly, or deposit.
Choose whether the item uses the invoice's tax settings.
Add explicit rates for other currencies when needed.
Save the item.
Organize the library from the table
Folders are managed directly from the list rather than inside the item editor. Use Add to folder or the folder action on an existing row, then collapse or expand folders as the library grows. Items without a folder appear under No folder.
The table shows rate, billing type, tax behavior, currency coverage, and folder organization at a glance.
Use an item on an invoice
In an invoice, payment plan, or recurring invoice, select From library and choose the item. Moxie copies its name, description, pricing, billing type, tax behavior, and appropriate currency rate into the document.
Later library edits do not silently rewrite line items already copied into an existing document. This preserves the commercial terms that were used when that document was created.
Continue exploring Money