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Drag & Drop Items on Documents

How to rearrange the order of line items on a document

Cameron Jahn avatar
Written by Cameron Jahn
Updated over a week ago

It's easy to re-order the items on your proposals and invoices. Here's how:

  1. Open the proposal or invoice

  2. Slide the button from Client View to Manage

  3. Click the item you want to move, drag it to the new location and release

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