Item Catalog

The item catalog is your personal directory of services and products. Once created, you can add items to any invoice with a single click — price, tax rate, and description are automatically applied. This saves time and ensures consistent invoices.

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At a Glance

Services & Products

Two item types: services for treatments and consultations, products for consumables and supplies.

Quick Insert

Add items to an invoice with one click — name, price, tax rate, and unit are filled in automatically.

Custom Pricing

Set unit price, tax rate, and unit per item. You can still adjust them individually on each invoice.

Flexible Management

Sort, deactivate, or edit items at any time. Existing invoices remain unchanged.

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Creating an Item

1. Open item management

   Navigate to Settings → Items.

2. Create a new item

   Click + New Item and fill in the details.

3. Choose a type

   • Service — For treatments, consultations, and therapeutic procedures
   • Product — For physical goods, supplies, or consumables
   • Bundle — For fixed combinations of several services and products, e.g. an initial treatment with assessment, treatment and consumables (see Bundles)

4. Enter details

   Field	Description
   Name	Short label (appears on the invoice)
   Description	Optional additional info for the invoice line item
   Detailed description	Extended explanation (e.g., for service documentation)
   Unit price	Price per unit
   Tax rate	VAT rate (automatically pre-filled)
   Unit	e.g., piece, hour, session, treatment

5. Save

   The item is immediately available for selection in every new invoice.

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Using Items in Invoices

When creating an invoice, you can insert line items directly from the item catalog:

1. Click Add line item on the invoice
2. Select From item catalog
3. Choose the desired item
4. Name, price, tax rate, and unit are automatically applied
5. Adjust quantity or price individually as needed

Tip

Even when inserting an item from the catalog, you can customize the price and description for that specific invoice — the change only applies to this one invoice, not to the catalog item.

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Bundles: Inserting Several Items at Once

Some services always consist of the same building blocks: an initial treatment, for example, includes the assessment, the treatment itself and a few consumables. Instead of clicking these lines into the invoice one by one every time, you create them once as a bundle.

A bundle is a third item type next to service and product. It has no price and no tax rate of its own — it is a collection of lines with quantities.

1. Create the bundle

   Under Settings → Items, create a new item and choose the type Bundle.

2. Assemble the included items

   Use Add item to add the desired services and products and enter a quantity for each, e.g. 1 × Initial assessment, 1 × Physiotherapy treatment, 2 × Kinesio tape. The total of all lines is shown below the list.

3. Save

   The bundle appears in the item picker of the invoice and in the appointment cockpit — recognizable by the Bundle badge and the number of included lines.

When you insert a bundle into an invoice, it is automatically expanded into its individual lines — each with its own price, tax rate and unit from the catalog. Your clients therefore see the individual services and products, not the bundle itself. Afterwards you can adjust or remove each line as usual.

Good to know

• Bundles can only contain services and products, not other bundles.
• Inactive items are skipped when inserting — nothing you no longer offer ends up on the invoice.
• If you delete an item, it also disappears from all bundles that contained it.
• The AI invoice keeps suggesting individual services and products, not bundles.

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Examples of Typical Items

Services

Item	Unit Price	Unit
Initial assessment & documentation	85.00 €	Session
Physiotherapy treatment	65.00 €	Session
Follow-up check	45.00 €	Session
Gait analysis	55.00 €	Piece
Phone consultation	30.00 €	Piece
Home visit surcharge	15.00 €	Piece

Products

Item	Unit Price	Unit
Kinesiology tape (roll)	12.00 €	Piece
Cold compress	8.50 €	Piece
Exercise plan (printed)	5.00 €	Piece

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Managing Items

• Edit — Open an item to change its name, price, or description. Changes only affect future invoices.
• Deactivate — Set an item to inactive if you no longer need it. It disappears from the selection list but is preserved in existing invoices.
• Duplicate — No need to retype similar items: Duplicate creates a copy with all details (for packages including their components). The copy appears right below the original and opens straight away for editing — adjust the name and differences, save, done.
• Reorder by drag & drop — Grab an item by the handle (⠿) at the left of the row and drag it to the desired position. The order also applies to the item picker in invoices, so put the most frequently used ones at the top. With the keyboard: focus the handle and move it with ↑/↓; on tablets and phones there are arrow buttons.
• Delete — Permanently remove items that are no longer needed.

Note

Changes to items only affect new invoices. Previously created invoices remain unchanged — keeping everything audit-proof.

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Related Topics

• Creating & managing invoices — Using items in invoices
• Invoice settings — Tax data and number sequences
• Payments & export — PDF export, DATEV, and XRechnung