How to Create Reusable Invoice Line Items

Modified on Thu, 14 May at 9:00 PM

If you issue invoices regularly for the same services — class seat pricing, instructor fees, equipment charges — creating reusable line items in CPR Enroll+ saves significant time. Instead of typing the same descriptions and rates on every invoice, you select them from a dropdown. This article explains how to create and manage reusable items.

Creating a Reusable Line Item

From the sidebar, go to Payments > Products and select Items from the dropdown.
Click + Create.
Enter the Item Name (e.g., "BLS Provider — Per Seat").
Enter the Default Rate (e.g., 60.00 for $60.00).
Click Save.

Using Reusable Items on an Invoice

When creating or editing an invoice (Payments > Invoices > + Create), scroll to the Items section.
Click the Items dropdown — your saved items appear in the list.
Select an item. The name and default rate auto-fill into the line item.
Adjust the Quantity or Rate for this specific invoice if needed — the saved default is not changed.
Add additional items or custom line items as needed.

✔ Suggested items to pre-build

Create items for your most common billing scenarios: each course type you offer, your instructor hourly rate, a group session flat fee, equipment rental, and any recurring add-on charges. This covers most invoices you will ever create.