Line items

Why this matters

A line item is a detail row inside a quote or invoice: a service, its quantity, its price, its tax. Every quote and invoice has one or more line items; the document totals are calculated from the sum of the lines.

Understanding the line structure lets you build clearer quotes and avoid errors the client will notice later.

Anatomy of a line item

Each line has these fields:

• Product — selection from the catalog (optional). Picking one autofills description and price.
• Description — what this line includes. It's what the client sees on the PDF.
• Quantity — number of units, hours, or services.
• Unit price — the cost per unit, in the document's currency.
• Discount — optional, in percentage or fixed amount.
• Tax — the one applied to this specific line.
• Line subtotal — quantity × price − discount, before tax.

ImmCase calculates the subtotal and the line tax automatically, and sums everything at the document footer.

Add, move, and delete lines

• Add: Add line button (or the + icon) at the bottom of the table. A new empty row appears.
• Move: drag the line up or down using the handle (lines icon on the left). Useful for reordering.
• Delete: trash icon at the end of the line.

Catalog product lines vs. free lines

• Catalog product: pick from autocomplete. Description and price autofill but you can edit them. Advantage: consistency across quotes.
• Free: don't pick a product, type everything. Useful for one-off or special services not in the catalog. Downside: two consultants might charge different prices for the same thing.

If a service repeats, create it in the catalog and stop typing it freely.

Section subtotals (when supported)

Some long quotes are organized into sections (for example: "Professional fees", "Government fees", "Translations"). If your template supports it:

• Add a section heading line between the detail lines.
• ImmCase shows per-section subtotals on the PDF.

Ask your administrator if your templates have that feature.

Watch out for

• Don't put long comments in the description. The line is the "what you charge". Extra notes to the client go in the Notes field of the quote or invoice, not stretched inside the description.
• The discount applies to the line, not the total. If you want to discount 10% off the entire quote, the cleanest way is to apply 10% to each line. Some systems allow a global discount; ImmCase handles it per line.
• Changing a line's price after sending the document is the most common path to confusion. If the client asks for changes, create a new quote instead of modifying the old one.

Where to next

• Folios — the unique numbers for each quote, invoice, case, and applicant.
• Products and services — the catalog that feeds line items.