Items
Manage your catalog of products and services to reuse on invoices and quotes.
Overview
The catalog stores reusable products and services so you can drop them into invoices and quotes without retyping name, price, unit, or tax rate. Items are scoped to a specific company.
Each item has an auto-generated item_code (e.g. SER-000001) that you can override when creating it.
Create an Item
Only name and unit_price are required.
All monetary amounts are in the major unit of the currency with 2 decimals (major unit, 2 decimals). $1,234.56 is represented as 1234.56, never as cents (123456). unit_price: 75.5 means $75.50 USD.
List Items
Update an Item
Delete an Item
Deleting an item is a soft delete (sets deleted_at and is_active = false). Existing invoices and quotes that reference it keep their line item snapshot intact. Requires admin permission.
Item Fields
| Field | Type | Required | Description |
|---|---|---|---|
name | string | Yes | Display name |
unit_price | number | Yes | Price in major unit, 2 decimals (e.g. 75.5 = $75.50) |
item_code | string | No | Auto-generated if omitted (e.g. SER-000001) |
description | string | No | Long description |
unit | string | No | Unit of measure (hour, unit, month, ...). Default: unit |
currency | string | No | ISO-4217 code. Default: USD |
item_type | string | No | service or subscription. Default: service |
billing_frequency | string | No | For subscriptions: monthly, quarterly, semi_annual, yearly, one_time |
tax_rate | number | No | Tax percentage 0-100 |
category | string | No | Free-form category for grouping |
is_active | boolean | No | Default: true |
metadata | object | No | Custom key-value pairs |
Subscription Items
For recurring billing, set item_type to subscription and pick a billing_frequency:
When a subscription item is added to an invoice or quote, the billing frequency is preserved on the line item.