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Delete an item from your item bank

How to remove any lesser-used items from your item bank

Updated over 3 months ago

To keep your item bank organized, delete any items you don’t need.

  1. From any smart file, find or add an invoice block

  2. Select + Add item/package, then click into the empty service item field to open your item bank

  3. Locate the existing item that you’d like to delete.

    1. Search for an item by typing its name, or scroll through the item bank list to locate

  4. Click the trash can icon to remove the item from your item bank

Unnamed

The item will no longer appear as a suggestion when you add services to your invoices.

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