When you regularly invoice for the same products or services, saving them as catalog items can help speed things up. This article covers how to create, manage, and reuse catalog items to simplify invoicing.
Save and manage catalog items
You can view and manage all your saved invoicing items from the Catalog page on Mercury web:
- Click the Invoicing dropdown on the left side of your dashboard
- Select Catalog
- Click + Add item to create a new product or service
- Click an existing item to view more details or take actions like Edit or Delete.
- Deleting an item won’t affect existing invoices. If the item is already in use, it will remain on those invoices as a standalone line item.
- Editing an item will apply to all future invoices and recurring series that use this item. Open invoices won’t be affected.
Add catalog items to an invoice
When creating an invoice, you can click into the “Item” field to choose from your catalog or select +Add New Catalog Item to create a new one on the spot.
The item’s details will auto-fill in the row. If needed, you can make custom adjustments to the quantity or price of that catalog item – any changes here won’t affect the original saved item.
Note: You can’t edit existing catalog items from the invoice builder. To update or delete saved items, go to your Catalog page.