Add Line Items and Set Pricing

What this guide covers

This guide explains how to add line items to invoices in JobsiteOn. You will learn how to add items from your pricebook, create custom line items, adjust pricing and quantities, and review the invoice totals before sending.

Adding items from your pricebook

1. Open the invoice builder at /invoices/new or edit an existing invoice.
2. In the Line Items section, click Add from Pricebook.
3. Browse categories or search for specific items.
4. Click an item to add it to the invoice.
5. The item name, description, and default price populate automatically.
6. Adjust the quantity to match the actual work performed.

Screenshot: The pricebook search modal showing a list of service items with prices, with one item highlighted for selection.

Adding custom line items

For charges not in your pricebook:

1. Click Add Line Item to create a blank row.
2. Enter the item name (for example, "Permit Fee" or "Emergency Callout Surcharge").
3. Add a description if needed.
4. Set the quantity and unit price.
5. The line total calculates automatically.

Tip: If you find yourself adding the same custom item repeatedly, add it to your pricebook so you can select it with a click next time.

Adjusting pricing

For each line item, you can modify:

• Quantity — Increase or decrease to reflect the actual amount delivered.
• Unit price — Override the default pricebook price for this invoice.
• Description — Add or edit the item description for clarity on the customer-facing document.

Price changes on the invoice do not update your pricebook defaults. They apply only to this invoice.

Reordering line items

Drag and drop line items to change their order on the invoice:

1. Click and hold the drag handle on the left side of a line item row.
2. Drag the item to its new position.
3. Release to drop. The order is saved automatically.

Animation: A line item being dragged from the third position to the first position in the invoice builder.

Removing a line item

1. Hover over the line item row.
2. Click the Remove (trash) icon on the right side.
3. The item is removed and the totals recalculate.

Reviewing totals

The invoice builder shows a running summary at the bottom:

Line	Description
Subtotal	Sum of all line item totals
Discount	Any invoice-level discount applied
Tax	Calculated based on your tax settings
Total	The final amount due

Note: Always verify the total matches your expectation before saving. Check each line item's quantity and price if the total seems off.

Best practices

• Use pricebook items for consistency across invoices.
• Keep descriptions clear and specific so the customer understands what they are paying for.
• Add items in the logical order of work performed for easy reading.
• Review totals before sending to catch any pricing errors.

Related articles

• Create and Manage Invoices
• Add Discounts and Taxes to Invoices
• Add Line Items from Your Pricebook