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Products

Manage your product and service catalog to streamline invoicing and maintain consistent pricing.

Products List

Overview​

The Products module helps you:

  • Define your service offerings
  • Maintain consistent pricing
  • Speed up invoice creation
  • Track product usage
  • Manage subscriptions

Viewing Products​

Navigate to Billing → Products to see your product catalog.

Product List​

The list displays:

  • Product name
  • SKU
  • Type (Subscription, One-time)
  • Category
  • Price
  • Status

Creating a Product​

  1. Click + Create Product
  2. Enter product details:
    • Name - Product/service name
    • SKU - Unique identifier
    • Description - What's included
    • Type - One-time or Subscription
    • Price - Cost to client
    • Category - Product category
  3. Additional options:
    • Tax settings
    • Cost (your cost)
    • Stock tracking (for physical items)
  4. Click Save

Product Types​

One-Time Products​

Charged once per transaction:

  • Hardware
  • Installation fees
  • Project work
  • Consulting hours

Subscription Products​

Recurring charges:

  • Managed services
  • Software licenses
  • Hosting
  • Support plans

Subscription settings:

  • Billing frequency (monthly, annual)
  • Setup fee (optional)

Product Categories​

Organize products into categories:

  • Managed Services
  • Hardware
  • Software
  • Professional Services
  • Support Plans
  • Cloud Services

Create categories that match your service offerings.

Pricing​

Simple Pricing​

Single price for all quantities.

Tiered Pricing​

Different prices at quantity breaks:

  • 1-10 units: $10/each
  • 11-50 units: $8/each
  • 51+ units: $6/each

Volume Pricing​

Price per unit changes based on total quantity.

Using Products​

In Invoices​

  1. Create or edit invoice
  2. Click Add Product
  3. Select from catalog
  4. Adjust quantity
  5. Price auto-fills

In Quotes​

  1. Create or edit quote
  2. Click Add Product
  3. Select and configure
  4. Apply discounts if needed

In Recurring Billing​

  1. Create recurring item
  2. Link to subscription product
  3. Schedule auto-generates invoices

Product Details​

Overview​

  • Name and description
  • Pricing information
  • Sales metrics

Usage​

  • Where product is used
  • Which clients purchase
  • Revenue generated

History​

  • Price changes
  • Updates

Inventory Tracking​

For physical products:

  • Track stock levels
  • Low stock alerts
  • Reorder points
  • Supplier information

Margin Tracking​

Track profitability:

  • Price - What you charge
  • Cost - What you pay
  • Margin - Your profit

Best Practices​

  1. Catalog everything - Include all offerings
  2. Use SKUs - Consistent identification
  3. Keep prices updated - Review periodically
  4. Organize by category - Easy to find
  5. Track margins - Know your profitability
  6. Use for quotes/invoices - Consistency