How to manage products and services

Products and services store reusable billing items for your organization. See how to create a product and how to edit a product to maintain the catalog.

Open the catalog

1. Expand Management in the left navigation.
2. Select Products.
3. Switch between card and table view if you prefer a different layout.

Add a product or service

1. Select New product.
2. Enter the name, description, net price, and VAT rate.
3. Optionally set a default line discount for repeat promotions.
4. Save the record so it appears in the catalog.

Use categories

1. Open category management when you want to group related items.
2. Filter the list by category to find products faster.
3. Keep inactive or obsolete items out of the catalog so search stays clean.