Clients and address book · 3 min read

Price list — saved recurring items

How to save recurring items with a price, unit and VAT rate in Settings, so they're offered on their own when invoicing. The price list is one shared list for the whole account, not per client.

What the price list is

The price list is a set of preset items with prices that you invoice again and again. If you keep issuing similar services or products, the price list saves you time — when invoicing, you just pick the item from the list instead of typing it out every time.

The price list is one shared list for your whole account — it isn't tied to a specific client, and you can't have different prices for different customers. Saved items are available when invoicing anyone; you adjust an individual price directly on the invoice line.

Where to set up the price list

  1. Go to Settings → Price list.
  2. Click + Add item.

Adding an item to the price list

Each price list item has these fields:

  • Name — the description of the service or product (e.g. "Development — hourly rate", "Logo design").
  • Price (CZK) — the price per unit. If you're not a VAT payer, this is the final price.
  • Unit — e.g. hr, pc, day, mo. Shows up on the invoice next to the quantity.
  • VAT rate — this field only shows up for VAT payers; a non-payer or an identified person doesn't see it (they aren't allowed to state Czech VAT on an issued invoice). The chosen rate also pre-fills on the invoice line.
💡 Tip: Name items the way you want them to read on the invoice — the name from the price list carries straight through to the invoice line.

How the price list is used when invoicing

When creating an invoice, you can reach for a saved price list item in the Items section instead of typing one by hand.

  1. In the Items section of the invoice, click From price list.
  2. Pick a saved item in the window — it's inserted into the invoice with its saved name, price and unit.
  3. Adjust the quantity and any individual price changes directly on the invoice line.

In that same window you can also add, edit or delete an item right away — no need to leave for Settings just for that.

Benefits for recurring invoices

The price list is especially useful if you:

  • Issue monthly retainer invoices with the same set of items.
  • Invoice recurring services at fixed prices.
  • Want a quick overview of your standard rates, always on hand.
💡 Tip: If you invoice the same client the same item on the same schedule (monthly to yearly), you don't need to add it from the price list by hand at all — set up a recurring invoice template instead, and the document issues (and can even send) itself.

You can also edit or delete an item in Settings → Price list — click the pencil or trash icon next to the item.