Do you need to update more than "a few" line items? To save time, you can do it in bulk. For businesses with a long list of line items for invoice purposes, updating price lists can be a chore if done one by one.
Navigate to the 'Line items' tab
Click on the 'Export' button
In the pop-up window, click 'Yes' when asked if you want to export all line items to a CSV file
A CSV file will download to your computer. Go to your Downloads folder to open it
Now, you can edit your CSV file according to how you would like to update your line items in the columns: eg. code, description, unit price
Once you have finished editing the CSV file columns and/or cells, save the updated CSV and get ready to import it back into Bookem
Go to Settings > Payments & Invoicing > Line items again
Click on the three-dotted kebab and select 'Import'
Upload your CSV file and click 'Import'
Upload the new updated CSV file and select 'Overwrite existing line items'. An option will be available to choose which columns will match the existing list, and to know which data will be updated
Labels will change to 'Update' or 'New' on the left; 'New' will indicate a new entry to the line items, whereas 'Update' will change existing data in the CSV file
Now, verify all the data to see if it is in the correct columns and if the information has been updated/ added correctly.
Proceed to 'import line items'.
That's it - you are all done. And you saved a lot of time by updating in bulk instead of one-by-one!