How to edit a product

Editing a catalog product updates the defaults used when you add the item to invoices, quotes, or recurring schedules. See how to create a product and how to manage products and services.

Open the product

1. Select Products in the left navigation.
2. Open the product you want to edit from the list.

Update fields

1. Change name, description, unit price, or VAT rate.
2. Assign categories when you group catalog items.
3. Toggle active status if the item should no longer appear in pickers.

Save or delete

1. Select Save to apply your changes.
2. Use Delete only when the product is no longer needed and not referenced on open documents.