Saved Services
Saved Services
Save your most-used services and rates so you can add them to new invoices in seconds instead of typing from scratch each time.
3 min read
VenueBill is a booking and billing platform for wedding and event venues.
What Saved Services are for
Saved Services is a library of service descriptions, quantities, and rates that you use repeatedly. Instead of typing the same line items on every invoice, you save them once and insert them with a click when creating a new invoice. Each saved name and description allows up to 255 characters, and each category label up to 100, matching the limits on the invoice line items they fill in.
Adding a saved service
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Go to Saved Services in the left sidebar.
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Click "New service".
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Enter a name, description, default quantity, unit, and rate.
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Save. The service is now available to insert on any invoice.
Browsing industry templates
Not sure where to start? The Browse Templates feature gives you pre-built service examples organized by industry.
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Go to Saved Services.
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Click "Browse Templates".
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Pick an industry category.
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Find a template that matches a service you offer.
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Click Import to add it to your Saved Services. You can edit it after importing.
Templates are a starting point, not a final answer. After importing, edit the description, rate, and unit to match exactly what you charge.
Using a saved service on an invoice
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Open a new or existing invoice.
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Click the search or quick-add field in the line items section.
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Search for the saved service by name.
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Select it from the results. The description, quantity, and rate are filled in automatically.
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Adjust any field if this specific invoice needs a different quantity or rate.
Editing and deleting saved services
Open any saved service from the Saved Services page to edit its name, description, or rate. Changes only affect future invoices; invoices already created are not updated. To delete a service, click the delete icon on the service row.