Sets are a summary of items and tasks. These Sets can easily added to Invoices, Estimates, Retainers and Purchases. E.g. you create an website for a customer, so the website includes the desing, development and testing. The Sets would be called Website, with the tasks or items added to it.
Note: A set can have multiple Items and Tasks, also Sets can be only created out of existing Items or Tasks.
To create a set, simply click on the “create a set” button:
Afterwards you can choose a name and also the items and task you wish to add to the set:
There is also the possibility to “edit”, “clone” or “delete” the Set by pressing the arrow on the rights site:
The created Sets are enable in Invoices, Estimates, Retainers and Purchases
