When creating Invoices and Quotes, you may find that the process is long and tedious if you have to enter details for the same items over and over.
To simplify the process you can create a template for new line items.
While creating an invoice, click the description on a line item to open the window shown below, and on that window click "Use Template"
On this new page you'll see a drop-down menu with various numbers, and fields for each of these selections. See below:
This is where you can create and alter your templates.
When you have finished creating your template click Save.
If you wish to use this template or any other, select the relevant template and click "Use Template." Then click Save on the next window.