Roll-Up Line Items to Combine Pricing

Tyler MacDonald Updated by Tyler MacDonald

The Roll-Up feature allows you to combine two or more line items together on the PDFs, so that the pricing will not show as itemized. Roll-Up is available on Quotes, Sales Orders, and Invoices.

How to Create a Roll-Up

  1. Open any Quote, Sales Order, or Invoice.
  2. Make sure child line items are under the parent item, and you may rearrange the line items order as required-- click on the line item number and three horizontal lines will appear allowing you to drag and drop the order of line items.

  1. Click on the Action Button on the child item and select - Roll-Up into LI #

  1. After roll up:

Why Use Roll-Up?

Rolled up items help you hide certain items or a breakdown of fees to your customers.

Here's an example:

You want to charge for aniInstall of a car wrap and added the install as a separate line item, but you don’t want to show the install as a separate line item and charge to your customer. You can use the Roll-Up which will not display the install as a separate item nor a separate fee. The fees for both line items, the car wrap, and the install, are added together into one price and shown as only one item on the customer's transaction. Here's how this will look on the customer's PDF:

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