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Products

The Products module lets you create and manage all the items and services your business sells — a centralized catalog defining pricing, billing frequency, currency, and tax rules. Once set up, products drop into invoices without re-entering information, and linking products to accounting accounts ensures revenue is recorded accurately in your reports.

It supports one-time and recurring products (ideal for subscription models), product-level tax configuration for automatic calculation at invoicing, plus bulk import, duplication, and active/inactive status management for maintaining the catalog over time.

Key functions​

  • Create products and services for invoicing
  • Define pricing, currency, and billing frequency
  • Link products to accounting accounts
  • Configure tax applicability
  • Import products in bulk
  • Edit, duplicate, or delete products
  • Control availability with active/inactive status

Adding a product​

  1. Open Products from the main menu and click Add Product.
  2. Confirm Type is set to Sell (the only available option).
  3. Enter a unique product name.
  4. Select the account to map product revenue to.
  5. Enable Taxable if tax should apply.
  6. Choose the currency (default USD) and enter the unit price.
  7. Select billing frequency — One-time or Recurring.
  8. Add a description if needed, then click Save.

Updating, duplicating, deleting​

From the three-dot (⋯) menu next to a product:

  • Edit — modify fields and save.
  • Duplicate — all fields auto-fill; review and save to create the copy.
  • Mark as Inactive — confirm to hide the product from the Create Invoice page while keeping it for historical reference.
  • Delete — permanent and unrecoverable; prefer marking inactive if the product was previously used.

Importing products​

  1. Open Products and click Import.
  2. Upload your Excel/CSV file — your own format works, or download the template for a predefined one.
  3. Map file columns to system fields if prompted.
  4. Confirm to complete the import.

FAQs​

Why link a product to an account? So revenue is recorded in the correct accounting account for accurate reporting.

One-time vs recurring? One-time charges once; recurring charges repeatedly per billing frequency.

How does the taxable option work? Enabling Taxable makes the product eligible for tax; you then manually select a tax rate when adding it to an invoice. Tax rates apply only to Taxable products.

Multiple currencies? Yes — each product can have its own currency, with a default pre-selected.

Does updating a price affect old invoices? No — pricing updates apply only to new invoices.

Why isn't my product appearing in invoices? It's usually marked inactive or wasn't saved properly.