# Show Bundles on Invoices and Estimates

> I use bundles in QuickBooks. How do I get my invoices and estimates to show them the way I want?

Every bundle prints as its own line, followed by a line for each item in it. A few filters on your line item placeholders decide how those lines look: indent the items, hide the bundle's total, hide the items' prices, or leave the items off altogether. Each one is shown below with an example.

## What you need

- Microsoft Word, to edit your template.
- A template with a line item table, like the one in [Templates](/docs/features/templates).

## The estimate in these examples

Every example on this page uses the same estimate. In QuickBooks it has one bundle, **Spring Cleanup**, made up of two items, and one regular item:

| Line           | What it is                 | Quantity | Rate  | Amount |
| -------------- | -------------------------- | -------- | ----- | ------ |
| Spring Cleanup | Bundle                     | 1        |       | 375.00 |
| Mulch          | Item in the Spring Cleanup | 3        | 45.00 | 135.00 |
| Labor          | Item in the Spring Cleanup | 4        | 60.00 | 240.00 |
| Haul-Away Fee  | Regular item               | 1        | 50.00 | 50.00  |

The estimate's subtotal is **425.00**: the bundle's 375.00 plus the haul-away fee. The bundle's 375.00 is the total of its two items, so QuickBooks doesn't count it twice. A bundle has no rate in QuickBooks, so its rate is always blank.

## With no filters

A line item row with no filters:

| Item         | Quantity         | Rate         | Amount         |
| ------------ | ---------------- | ------------ | -------------- |
| ${LINE_NAME} | ${LINE_QUANTITY} | ${LINE_RATE} | ${LINE_AMOUNT} |

Prints every line as it comes from QuickBooks:

| Item           | Quantity | Rate  | Amount |
| -------------- | -------- | ----- | ------ |
| Spring Cleanup | 1        |       | 375.00 |
| Mulch          | 3        | 45.00 | 135.00 |
| Labor          | 4        | 60.00 | 240.00 |
| Haul-Away Fee  | 1        | 50.00 | 50.00  |

The bundle's total and its items' amounts both appear, so the amount column adds up to more than the subtotal. The filters below change that.

## Each filter

### Indent the items

Add `|indent_bundle_items` to the item name, with the number of spaces to indent:

| Item                                | Quantity         | Rate         | Amount         |
| ----------------------------------- | ---------------- | ------------ | -------------- |
| ${LINE_NAME\|indent_bundle_items:4} | ${LINE_QUANTITY} | ${LINE_RATE} | ${LINE_AMOUNT} |

The items in the bundle move in, so it's clear which lines belong to it:

| Item                          | Quantity | Rate  | Amount |
| ----------------------------- | -------- | ----- | ------ |
| Spring Cleanup                | 1        |       | 375.00 |
| &nbsp;&nbsp;&nbsp;&nbsp;Mulch | 3        | 45.00 | 135.00 |
| &nbsp;&nbsp;&nbsp;&nbsp;Labor | 4        | 60.00 | 240.00 |
| Haul-Away Fee                 | 1        | 50.00 | 50.00  |

### Hide a value on the bundle line

Add `|hide_bundle_line` to any placeholder you want left blank on the bundle line. Here it's on the amount:

| Item         | Quantity         | Rate         | Amount                           |
| ------------ | ---------------- | ------------ | -------------------------------- |
| ${LINE_NAME} | ${LINE_QUANTITY} | ${LINE_RATE} | ${LINE_AMOUNT\|hide_bundle_line} |

The bundle line keeps its name and quantity but drops its total, so the amount column adds up to the subtotal:

| Item           | Quantity | Rate  | Amount |
| -------------- | -------- | ----- | ------ |
| Spring Cleanup | 1        |       |        |
| Mulch          | 3        | 45.00 | 135.00 |
| Labor          | 4        | 60.00 | 240.00 |
| Haul-Away Fee  | 1        | 50.00 | 50.00  |

### Hide a value on the items

Add `|hide_bundle_items` to any placeholder you want left blank on the items in a bundle. Here it's on the rate and the amount:

| Item         | Quantity         | Rate                            | Amount                            |
| ------------ | ---------------- | ------------------------------- | --------------------------------- |
| ${LINE_NAME} | ${LINE_QUANTITY} | ${LINE_RATE\|hide_bundle_items} | ${LINE_AMOUNT\|hide_bundle_items} |

The items are still listed, but only the bundle shows a price:

| Item           | Quantity | Rate  | Amount |
| -------------- | -------- | ----- | ------ |
| Spring Cleanup | 1        |       | 375.00 |
| Mulch          | 3        |       |        |
| Labor          | 4        |       |        |
| Haul-Away Fee  | 1        | 50.00 | 50.00  |

### Leave the items out

Add `|skip_bundle_items` to one placeholder in the row. It doesn't matter which one, because it removes whole lines:

| Item                            | Quantity         | Rate         | Amount         |
| ------------------------------- | ---------------- | ------------ | -------------- |
| ${LINE_NAME\|skip_bundle_items} | ${LINE_QUANTITY} | ${LINE_RATE} | ${LINE_AMOUNT} |

Each bundle prints as one line with its total, and its items don't print at all:

| Item           | Quantity | Rate  | Amount |
| -------------- | -------- | ----- | ------ |
| Spring Cleanup | 1        |       | 375.00 |
| Haul-Away Fee  | 1        | 50.00 | 50.00  |

This suits a customer copy of an estimate you built in detail for your own costing.

## Putting filters together

Filters work best combined. These are the two most common layouts.

### Prices on the items

Indent the items and hide the bundle's total:

| Item                                | Quantity         | Rate         | Amount                           |
| ----------------------------------- | ---------------- | ------------ | -------------------------------- |
| ${LINE_NAME\|indent_bundle_items:4} | ${LINE_QUANTITY} | ${LINE_RATE} | ${LINE_AMOUNT\|hide_bundle_line} |

| Item                          | Quantity | Rate  | Amount |
| ----------------------------- | -------- | ----- | ------ |
| Spring Cleanup                | 1        |       |        |
| &nbsp;&nbsp;&nbsp;&nbsp;Mulch | 3        | 45.00 | 135.00 |
| &nbsp;&nbsp;&nbsp;&nbsp;Labor | 4        | 60.00 | 240.00 |
| Haul-Away Fee                 | 1        | 50.00 | 50.00  |

### One price per bundle

Indent the items and hide their prices:

| Item                                | Quantity         | Rate                            | Amount                            |
| ----------------------------------- | ---------------- | ------------------------------- | --------------------------------- |
| ${LINE_NAME\|indent_bundle_items:4} | ${LINE_QUANTITY} | ${LINE_RATE\|hide_bundle_items} | ${LINE_AMOUNT\|hide_bundle_items} |

| Item                          | Quantity | Rate  | Amount |
| ----------------------------- | -------- | ----- | ------ |
| Spring Cleanup                | 1        |       | 375.00 |
| &nbsp;&nbsp;&nbsp;&nbsp;Mulch | 3        |       |        |
| &nbsp;&nbsp;&nbsp;&nbsp;Labor | 4        |       |        |
| Haul-Away Fee                 | 1        | 50.00 | 50.00  |

## Adding filters to your template

1. Open your template in Word.
2. In your line item row, type the filter after the placeholder name, inside the braces, like `${LINE_AMOUNT|hide_bundle_line}`.
3. Save the file. In **Templates**, open the template, click **Edit**, then **Replace document**.

## The bundle filters

| Filter                    | What it does                                                              |
| ------------------------- | ------------------------------------------------------------------------- |
| `\|indent_bundle_items:4` | Adds 4 spaces in front of each item in a bundle. Use any number up to 20. |
| `\|hide_bundle_line`      | Leaves this placeholder blank on the bundle line.                         |
| `\|hide_bundle_items`     | Leaves this placeholder blank on each item in a bundle.                   |
| `\|skip_bundle_items`     | Leaves out each item in a bundle, so its line doesn't print at all.       |

Regular items, the ones not in a bundle, are never changed by these filters.

## Good to know

- These filters only work on line item placeholders, the ones that start with `LINE_`.
- You can use them on any line item placeholder. For example, `${LINE_DESCRIPTION|hide_bundle_items}` leaves out the items' descriptions.
- An indented name that is too long for its cell wraps back to the left edge on its second line.
- `${LINE_ITEMS}` builds a whole table for you and can't use filters, so it always prints every bundle line and item as they come from QuickBooks.
- A template that prints one page or one label per line skips the bundle line and prints its items.
- This works the same on invoices, estimates and credit memos.
- If your company already had bundles when you connected QuickBooks, your starter invoice and estimate use the "Prices on the items" layout already. Without bundles on a document, they print just like any other.

## Related

- [Placeholders — Filters](/docs/features/placeholders#filters)
- [Templates](/docs/features/templates)
