Products are items you sell that don't require scheduling - unlike services. While customers cannot purchase products directly through the platform, you can add them to invoices, estimates, and client cards. Taxes can also be added to products and are automatically applied when a product has been attached to an invoice or estimate.

Products can be added to:

• Invoices and estimates: Recommended for multiple purchases
• Client Cards: Recommended for single purchases
• Packages: Recommended for special offers

Uploading a Product to the Platform

Before you sell a product, you need to upload its details to the platform so it can be listed.

To upload a product:

1. Open the platform.
2. Click Settings.
3. Click My Products.
4. Click  Right from here or the plus icon .
5. Enter the product details.
6. Enter "Price"
7. Click Tax Settings to add tax
8. Click Choose File to upload a product photo.  
9. Click Save.

Tip: While adding multiple products, you can clone products to save time. Next to the relevant product, click , then select Clone. You can edit other product details before saving. 

Adding Products to Invoices

To new invoices:

1. Open the platform.
2. Click Quick Actions
3. Click New Invoice.
4. Click the relevant client or New Client
5. Click Please select an item, then select the relevant product(s).
6. Click Save Draft or Send.

To existing invoices:

1. Open the platform.
2. Click on Payments.
3. Click Billing & Invoicing.
4. Click the relevant invoice.

5. Click the three dots .

   

6. Click Edit.
7. Click Please select an item, then select the relevant product(s).
8. Click Save or Send

Removing Products from Invoices

To remove products from invoices:

1. Open the platform.
2. Click Payments.
3. Click the relevant invoice.
4. Click the three dots.
5. Click Edit.
6. To the right of the relevant product, click the trash icon .
7. Click Send to send now or Save to send later.

Adding Products to Estimates

To add to new estimates:

1. Open the platform.
2. Click Quick Actions.
3. Click New Estimate.
4. Click the relevant client or New Client.
5. Click the more options icon.

5. Click Select an Item, then select the relevant product(s).
6. Click Send to send now or Save Draft to send later.

To add to existing estimates:

1. Open the platform.
2. Click Payments.
3. Click Estimates. 
4. Click the relevant estimate.
5. Click the more options icon  
6. Click Edit.
7. Click Please select an item, then select the relevant product(s).
8. Click Send to send now or Save to send later.

Removing Products from Estimates

1. Open the platform.
2. Click Payments.
3. Click Estimates.
4. Click the relevant estimate.
5. Click the three dots.
6. Click Edit.
7. To the right of the relevant product, click the trash icon.
8. Click Send to send now or Save to send later.

Adding Products to Client Cards

To add a product to a client card:

1. Open the platform.
2. Click Clients.
3. Client the relevant client.
4. Click New.
5. Click Product.
6. Click Select Product, then select the relevant product(s).
7. Click Add & Take Payment or Add to take payment later.

If "Add & Take Payment" Selected:

1. Select how you want to take payment: Payment Link, Invoice, Credit/debit card, Record Payment (Cash/check/other).
2. Follow the prompts.
3. Click Save/Send/Record, or Save Draft to edit later.

If "Add" selected:

The selected product(s) will be added to the client card. 

To view the product and take payment:

1. Open the platform.
2. Click Clients.
3. Click the relevant client.
4. Under "Conversation", you'll see the product listed.
5. Click the more options icon, then select Create Invoice, Send Payment Details, or Cancel Payment Request 

Removing Products from Client Cards

1. Open the platform.
2. Click Clients.
3. Click the relevant client.
4. Under the "Conversation" tab, click the more options icon .
5. Click Cancel Payment Request.
6. Click Submit.
7. The product will still be listed on the client card, but the payment options will be removed. When clicked on, the product status will now be listed as "Cancelled".

Adding Products to Packages

To add a product to a current package:

1. Open the platform.
2. Click Settings.
3. Click Packages and Coupons.
4. Next to the relevant package, click the edit icon .
5. Under "Include Products in Your Packages', click the toggle button .
6. Click Select Product, then select the relevant product.
7. Click No. of Products, and enter the number.
8. At the top of the page, click Save.

To add additional products, repeat steps 6 and 7.

To add a product to a new package:

1. Open the platform.
2. Click Settings.
3. Click Packages and Coupons.
4. Click New Package.
5. Enter relevant package information.
6. Under "Include Products in Your Packages', click toggle button .
7. Click Select Product, then select the relevant product.
8. Click No. of Products, and enter the number.
9. Repeat step 8 to add more products
10. At the top of the page, click Save.

Adding Taxes to Products

You can set 1 tax rate for all products attached to invoices and estimates

To add taxes to products:

1. Open the platform.
2. Click Settings.
3. Click Payments.
4. Click Taxes & Tips.
5. Click Add Tax.
6. Enter the Tax Name, Tax Rate, then click the dropdown list and select Products.
7. At the top of the page, click Save.

Deleting Taxes from Products

To delete the tax, next to the relevant tax click the more options icon , then Delete Tax.

Archiving & Deleting Products from the Platform

Archived products can be recovered for use at a later date, but deleting products is permanent.

To archive or delete products:

1. Open the platform.
2. Click Settings.
3. Click My Products.
4. Next to the relevant product, click the more options icon , then Hide from List to archive or Delete.
5. Click OK.

Archived products will be listed with the hide icon and will no longer be an option to add to invoices, estimates, client cards, and packages.

To unarchive, next to the relevant product click the more options , then Show in List. Unarchived products will be listed with a basket icon beside it, and can now be added to invoices, estimates, client cards, and packages once again.