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DocsCreating & Managing Products
Add new products to your catalog and manage pricing, tax, and inventory details
Creating a Product
Add a new product or service to your catalog.
Open the product catalog
Navigate to Products in the sidebar to open the product catalog.
Click Add Product
Click the Add Product button in the top-right corner. The create product panel will open.
Fill in the required fields
Enter the product Name, select the Product Type (One-time, Recurring, or Usage-based), and set the Unit Price. These three fields are required to create a product.
Configure optional details
Add a SKU, description, cost price, currency, tax settings, and unit of measure as needed. If you selected Recurring as the product type, choose a billing period.
Save the product
Click Save to add the product to your catalog. It will be created with Active status by default and can immediately be used in quotes and invoices.
Product Fields
A complete reference of all fields available when creating or editing a product.
| Field | Description |
|---|---|
| Name* | The display name of the product or service. Shown in the catalog, quotes, and invoices. |
| SKU | Stock keeping unit or internal product code for identification and inventory tracking. |
| Description | A brief description of the product. Appears in the catalog list and on quote/invoice line items. |
| Product Type* | The pricing model: One-time (single purchase), Recurring (subscription), or Usage-based (per-unit consumption). |
| Unit Price* | The price charged per unit. For recurring products, this is the per-period price. |
| Cost Price | Your internal cost for the product. Used to calculate profit margin percentage. |
| Currency | The currency for pricing. Options: USD, EUR, GBP, CAD, AUD. |
| Billing Period | How often the customer is billed. Options: Monthly, Quarterly, Semi-annual, Annual. Only available for Recurring products. |
| Tax Class | The tax classification applied to this product. Options: Standard, Reduced, Zero, Exempt. |
| Tax Rate | The tax rate percentage applied to this product when added to quotes and invoices. |
| Unit of Measure | The unit used for quantity calculations (e.g., hours, licenses, seats, units, GB). |
Editing a Product
Update product details, pricing, or status.
To edit a product, click on it in the catalog to open the detail page, then click the Edit button. You can update any field including name, pricing, tax configuration, and description. Click Save to apply your changes.
Managing Product Status
Control whether a product is available for use in new quotes and invoices.
Active
The product is available and can be added to new quotes and invoices. All newly created products default to Active status.
Inactive
The product is retired and will not appear in the product selector when creating new quotes or invoices. Existing quotes and invoices that reference this product are not affected. You can reactivate an inactive product at any time.
Pricing Tiers
Set up volume-based pricing for products.
On the product detail page, you can configure pricing tiers to offer volume discounts. Each tier defines a quantity range and a corresponding unit price. When the product is added to a quote or invoice, the applicable tier price is used based on the quantity entered.
Example Pricing Tiers
- 1 – 10 units — $50.00 per unit
- 11 – 50 units — $45.00 per unit
- 51 – 100 units — $40.00 per unit
- 101+ units — $35.00 per unit
Tax Configuration
Configure tax class and rate for accurate quoting and invoicing.
Tax Classes
- Standard — The default tax class. Applies the standard tax rate for your region.
- Reduced — A lower tax rate for products eligible for reduced taxation.
- Zero — Zero-rated products that are taxable but at a 0% rate.
- Exempt — Products that are exempt from tax entirely.
The tax rate percentage you set on a product is carried over to line items when the product is added to a quote or invoice. You can override the tax rate on individual line items if needed.