Creating Your Product and Service Catalog

Building Your Product and Service Catalog

Create a catalog of your products and services for faster, more consistent invoicing.

Benefits of a Product Catalog

• Faster invoice creation
• Consistent pricing across invoices
• Easy price updates across all invoices
• Better reporting on what you sell

Adding a Product or Service

1. Go to Products
2. Click Add Product
3. Enter product details:
   • Name - Product or service name
   • Description - What's included
   • Price - Unit price
   • Unit - Hour, item, project, etc.
   • Tax Rate - Applicable tax rate
   • SKU - Internal reference (optional)
4. Save the product

Product Types

• Products - Physical or digital goods
• Services - Hourly or project-based work
• Subscriptions - Recurring services

Pricing Options

• Fixed Price - Set price per unit
• Variable - Price entered at invoice time
• Tiered - Different prices for different quantities

Managing Your Catalog

Keep your catalog organized:

• Use clear, descriptive names
• Group similar items together
• Archive outdated products
• Regularly review pricing

Using Products on Invoices

1. Create or edit an invoice
2. Click Add Item
3. Search or browse your catalog
4. Select the product
5. Adjust quantity if needed

Updating Prices

When you update a product price:

• New invoices use the new price
• Existing invoices keep their original price
• Recurring invoices can be updated