By default, FreshBooks invoices and estimates have headings for time (Task, Time Entry Notes, Rate, Hours). If you would like to invoice or generate an estimate for items, you can add headings that deal with items (Item, Description, Unit Cost, Qty). Here’s how to change your column headings to include line items:
1. Go to ‘Settings’ in the upper right-hand corner
2. Click the arrow tab labelled ‘Misc’
3. Scroll to the ‘Invoices & Estimates’ section and select ‘Both Items and Time’
from the drop-down menu beside ‘Default Column Headings’
4. Scroll down to the bottom and ‘Save’
Now your invoices and estimates will allow you to add both tasks and items. If you don’t put anything under tasks or items, the invoice/estimate will be created without the headings corresponding to them.
