How to Create Reusable Invoice Line Items

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, and how to use them on an invoice.

Before You Begin

• List out the services you bill for most often — course types, instructor fees, group session flat fees, equipment rental, and recurring add-on charges.
• Decide on a clear naming convention for your items (e.g., "BLS Provider — Per Seat") so they're easy to find in the dropdown later.

Step-by-Step Instructions

Step 1: Create a Reusable Line Item

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

Step 2: Use a Reusable Item on an Invoice

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

Best Practices

• Set up your most common items first — course types and instructor fees usually cover the majority of invoices.
• Use consistent, descriptive naming so items are easy to find in the dropdown as your list grows.
• Remember that adjusting the quantity or rate on a specific invoice does not change the saved default for future invoices.
• Review your item list periodically and retire or update items whose pricing has changed.

Frequently Asked Questions