How do I change a saved line item's price or descripton?

Unobtainium
Contributor
Contributor

I have quite a few saved invoice line items. Unfortunately, in some cases my costs have changed so I need to update the item's price, & in some cases the description.

I can't seem to find a way to do this.

 

Also is there a way to delete a saved line item that I no longer offer?

 

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1 ACCEPTED SOLUTION

Accepted Solutions
Solved

snowshoe
Frequent Advisor
Frequent Advisor

Login to your PayPal Account.

Click on the Request Money tab.

Click on Invoice Settings.

In the box, under Invoice Settings.

Click on Saved Items.

Locate the item.

In the Action column.

Select Edit.

Make changes and Save.

 

If deleting, select Delete.

Then click on Delete again when prompted "Are you sure"

 

Notes:

You can also add new items on the Saved Items page, (up to 100 items).

You can view 20 items per page.

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5 REPLIES 5

snowshoe
Frequent Advisor
Frequent Advisor

Are you referring to a saved draft invoice or something you have sent?

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Unobtainium
Contributor
Contributor

>Are you referring to a saved draft invoice or something you have sent?

NEITHER

Once you have filled in a line item on an invoice, you have the option of saving that line item for use with new invoices. You just click the text "Save item" at the end of the line.

 

Once a line item is saved, you can enter it in new invoices by just typing the saved Item nameID into a blank line item & the rest of the line iterm will be automagicly filled in with the saved info.

 

My problem is that now several of those saved line items need to be changed to reflect price or description changes & I don't know how to do it. Currently I"m having to remember which items need to be changed after the line has been automagicly filled in.

 

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Solved

snowshoe
Frequent Advisor
Frequent Advisor

Login to your PayPal Account.

Click on the Request Money tab.

Click on Invoice Settings.

In the box, under Invoice Settings.

Click on Saved Items.

Locate the item.

In the Action column.

Select Edit.

Make changes and Save.

 

If deleting, select Delete.

Then click on Delete again when prompted "Are you sure"

 

Notes:

You can also add new items on the Saved Items page, (up to 100 items).

You can view 20 items per page.

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Unobtainium
Contributor
Contributor

WOW,

Thank you kind sir!!!!

Never thought to look there.

Greatly appreciated.

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snowshoe
Frequent Advisor
Frequent Advisor

No worries.  Don't forget to mark you post as "solved" else someone will tag a totally unrelated question to your question.

 

Smiley Happy

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