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Who uses this: Only Admins can view Company Settings, where invoice bundles are built; inserting a bundle and creating a grouping on a record needs the Create & send Estimates/Invoices permission, which Admins and Team Managers hold by default and an Admin can enable for a Service Agent. Availability: All regions.
An invoice bundle is a saved set of services and parts that you insert onto an estimate or invoice in one step instead of adding each line by hand. A grouping collects related line items on one estimate or invoice under a single title and price, and controls how much of that detail your customer sees. Bundles and groupings are two separate tools, and you can use them together on the same record.

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Overview

Bundles and groupings solve two different problems. You build an invoice bundle once in Company Settings, then insert it on any estimate or invoice — the bundle saves the entry time on the sets of parts and services you sell together. You create a grouping while building a specific estimate or invoice — the grouping controls how the finished document reads for your customer. A bundle holds each line item with its unit price and quantity, and the bundle window shows the subtotal, tax, and total of everything inside it. A grouping shows a title, an optional description, and a total on the record, with the line items nested underneath it. You can use both at once. When you insert a bundle, toggling on Place Items in Grouping puts the bundled items under a grouping on that record.

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Video walkthrough

Watch the line item bundles and groupings walkthrough, then follow the written steps below.

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Before you begin

  • Confirm your role. Only Admins can view Company Settings, where invoice bundles are built, and creating a record to insert a bundle onto needs the Create & send Estimates/Invoices permission — see User Roles and Permissions Details.
  • Build the bundle first. Insert Bundle adds a bundle that already exists in Company Settings, so set the bundle up before you need it on a record. Groupings need no setup — you create them on the estimate or invoice itself.

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Create an invoice bundle

  1. Select Company Settings in the left-side menu.
  2. Select Estimates & Invoices in the header.
  3. Select Invoice Bundles in the sub-header.
  4. Select Create New. The Invoice Bundles page in Company Settings, with the Estimates & Invoices tab and Invoice Bundles sub-tab highlighted and the green Create New button above a list of three saved bundles
  5. Enter a name for the bundle in Invoice Bundle Name.
  6. Select Add Line Item and add each service or part that makes up the bundle.
  7. Select Save.
The Edit Invoice Bundle window named Annual Window Cleaning, listing four window-cleaning items with unit price, quantity, and price, the Add Line Item button, and the Save button highlighted
To edit or delete a bundle you already saved, select it on the Invoice Bundles page.

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Insert a bundle on an estimate or invoice

  1. While building an estimate or invoice, select Insert Bundle. The Create Invoice screen with the Insert Bundle button highlighted beside Add Item, Pricebook, and Add Grouping, and a tooltip noting that frequently used line items or groupings can be saved as a bundle
  2. Select the bundle you want to add.
  3. To place the bundled items under a grouping, toggle on Place Items in Grouping.
The bundle search field on the invoice with the Annual Window Cleaning bundle highlighted in the results list and the Place Items in Grouping toggle switched off beside it The bundled items then appear in the record’s line items, each with its unit cost, unit price, quantity, and total. The invoice line item table after inserting the Annual Window Cleaning bundle, showing Glass Door Washing, Large Window Washing, Small Window Washing, and Window Screen Cleaning totaling $180.00

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Create a grouping

  1. While creating an estimate or invoice, select Add Grouping. The Create Invoice screen with the Add Grouping button highlighted and the grouping panel open, showing the title Window Washing, the Category Visibility dropdown, and the Description field
  2. Enter a title for the grouping.
  3. Choose a Category Visibility setting.
  4. Add a description.
  5. Select Save. The grouping panel with the title Window Washing, Category Visibility set to Items are NOT visible to your customer, and the Description field highlighted
  6. Drag your line items under the grouping. Repeat the process to create another grouping.
The invoice line item table with the Window Washing grouping row at the top showing its visibility setting and $180.00 total, and the four line items nested beneath it Adjusting the quantity of a grouping adjusts the quantities of every line item placed under that grouping. The Drain Pan Replacement grouping row with its quantity stepper set to 2, above the nested Labor & Overhead and Drain Pan line items and a $960.00 grouping total

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Grouping visibility options

A grouping’s Category Visibility setting controls how much of the grouping your customer sees on the finished estimate or invoice. With Items and item prices are visible to your customer, the customer’s copy lists the grouping and then each item priced out in full. Customer preview of invoice 1023 with the Window Washing grouping at $180.00 above four line items, each showing unit price, quantity, taxed status, and amount With Prices are not visible to your customer, the customer’s copy still lists every item in the grouping, with the unit price and amount columns blank. Customer preview of invoice 1023 with the Window Washing grouping at $180.00 above four line items showing quantity and taxed status but no unit price or amount With Items are NOT visible to your customer, the customer’s copy shows one row for the grouping and nothing underneath it. Customer preview of invoice 1023 showing a single Window Washing row at $180.00 with no individual line items listed

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On mobile

On the FieldPulse mobile app, Insert Bundle and Add Grouping sit with the other line item options on an estimate or invoice. See the On mobile sections of How to Create an Estimate and How to Create an Invoice. Bundles themselves are built in Company Settings.

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. Your bundles and groupings are working when Insert Bundle drops a whole set of parts and services onto the record in one step, and the customer’s copy of the estimate or invoice shows exactly the level of detail the grouping’s visibility setting allows.