How to create packages
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Updated Jul 17, 2023

Packages are invoice templates so you don’t have to manually create an invoice that you use frequently. Add package templates to proposals so your clients can easily select a service.


Create a package template

  1. Go to Templates >> Packages.

  2. Click Add Package.

  3. Click (Click to edit name) to add a title to your package.

  4. Click New Line Item. For specific descriptions on each, see create an invoice.

Add the project to the client’s project by going to Projects >> Invoices >> Packages, and selecting the newly created package. You can then preview your invoice before sending it to your client.

Editing a package template won’t change for current clients using that package template for a payment plan or recurring invoice. To update your current client packages, edit their invoice.


Create an add-on package

Separate each add-on into different packages. If you combine all add-ons into one package, clients can’t pick and choose which add-ons they want.

box indicating the different packages and how it shows on a proposal form

Using packages on a proposal

Deleting an old package template won’t remove the package from your proposal. Clients may still buy the package and the package will appear in the client’s invoice.

To remove old packages that you no longer want to offer new clients, delete the package in both Templates >> Packages AND Templates >> Proposals.

For step-by-step information, see build a proposal.


Add a discount

Create a discount template to create a discount code. You can’t add a discount directly to a package template. You can either:

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