- 1
click "pick from catalog" on the new invoice form
below the line items, alongside "+ add line item". the catalog picker opens with everything from magpie (products) and mockingbird (services) in tabs.
- 2
tap any item to add it
search by name, sku, or category. tap to drop into your picks tray; tap again to remove. tweak quantity or override the price right inside the tray before adding.
- 3
click "add line items"
your picks land on the invoice as line items. mockingbird services with a default deposit % carry the deposit straight onto the line.
tipthe catalog picker also has a "new product" button if you realize mid-invoice that the item doesn't exist yet. it adds to your magpie catalog AND your invoice in one shot.
still stuck?
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