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

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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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.
• Sort — Arrange your items in a logical order — place the most frequently used ones at the top.
• 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