Bundles let you group multiple services into one offering, and present a single-priced line to clients on proposals and invoices.
Whether you’re combining fixed-priced services, hourly services, or per-unit work, bundles give you flexibility in how you price and present your offerings - while keeping the client-facing side clean and simple. Clients will see only one line item in their invoices, while you get to manage multiple services behind the scenes, including syncing to your accounting platform.
To learn how to use bundles, watch the video below or scroll down for step-by-step instructions:
Creating a Bundle (Step-by-Step)
Go to Services > Bundles
Click Create Bundle to start. Give your bundle a clear name - this is what your client will see on their invoice. You can also add a description, which appears in the proposal and later in the agreement view.
Add Services
Click Add Services to select which services to include in the bundle. The dropdown shows all available services from your Service Library, keeping their existing names and descriptions.
The order in which you add the services determines how they’ll appear later in the proposal and agreement.
Set Pricing and Billing
Define how the bundle is structured:
Pricing type: Fixed price, hourly, or per unit (range pricing is not supported)
Billing occurrence: One-time, monthly, quarterly, etc.
Billing trigger: Determined by your chosen pricing type
Bundle rate: Automatically calculated based on the sum of all included services. The rate won’t show when creating the template, but can be adjusted later when you add the bundle to a proposal.
Save the Bundle
Adding Bundles to Proposals
When creating or editing a proposal, click Add Services, then go to the Bundles tab to insert a saved bundle. Once added, you can:
Adjust the bundle rate (this won’t change the original template)
Customize service names or descriptions just for this proposal
Apply a percentage-based discount (dollar discounts aren’t supported)
When your client views the proposal or the agreement, they’ll see the bundle displayed as a single line item with a description of what it includes. The list of included services will be visible, but individual service pricing will not. Only the total price for the bundle is shown to the client.
Billing & Invoicing Bundles
Bundles behave just like regular services inside the Billing Hub. They follow the billing trigger you’ve set (whether one-time, recurring, or usage-based) and appear under the relevant billing category in the billing control panel.
On client-facing invoices, the bundle appears as a single line item with a single total price.
Internally, the list of included services is always visible to your team in hidden view mode, allowing you to track and manage the full breakdown without exposing it to clients.
Syncing Bundles with QuickBooks Online
When you sync a bundle to QuickBooks Online, the following applies:
The bundle in Anchor must be mapped to a bundle in QuickBooks Online.
Each service included in the bundle must also be mapped to a corresponding item in QuickBooks Online.
Anchor syncs the entire bundle structure - maintaining the same breakdown and service order as defined in your Anchor setup.
Note: QuickBooks Online doesn’t currently support logging time activities for bundles, only for individual service items. As a result, time activities will not appear when billing bundles.
Syncing Bundles with Xero
Xero does not support native bundle objects. Instead:
You can map the Anchor bundle to a single Xero service item.
The invoice will sync as a single line item in Xero.
Included services in the bundle do not require individual mapping.
Editing Agreements with Bundles
When editing an agreement, you can add a new bundle at any time. This action will always require client approval.
You can also amend an existing bundle by:
Adding or removing included services
Changing service rates
Updating service names or descriptions
Whether client approval is required depends on whether the total bundle price changes. If the price increases, approval will be needed.
However, if you’re only updating names or descriptions, approval isn’t required - the changes will still be logged and automatically shared with the client by email.
Frequently Asked Questions (FAQs)
Can I send a bundle without any included services?
Can I send a bundle without any included services?
No. While you can save an empty bundle template, it must include at least one service to be sent in a proposal.
What happens if I delete or archive a service used in a bundle?
What happens if I delete or archive a service used in a bundle?
Anchor will use the last known version of the service, including its mappings and description.
Can I apply a dollar-based discount to bundles?
Can I apply a dollar-based discount to bundles?
No. Only percentage-based discounts are supported for bundles, to ensure proper syncing with QuickBooks Online.
Do clients ever see the included services in a bundle?
Do clients ever see the included services in a bundle?
Clients only see a single line item for the bundle on invoices. The breakdown of included services is never shown there.
However, the list of included services may be visible when they review the proposal or agreement - but without showing individual pricing. The pricing details for each included service remain internal and are only visible to you and your team.
How do automatic price increases work for bundles?
How do automatic price increases work for bundles?
Bundles are always priced as the sum of their included services. When you set an annual % increase, that percentage is applied to each included service’s rate, and the bundle total updates to the new sum.