Products¶
Save items you bill regularly so you can add them to invoices and quotes in a couple of clicks.
Adding a product¶
- Navigate to Products in the sidebar.
- Click New Product.
- Fill in the details:
| Field | Description |
|---|---|
| Name | The product or service name. |
| Description | What the item is. This appears on the invoice. |
| Unit | The unit of measure, for example ea, hrs, or km. Defaults to ea. |
| Unit price | The default price per unit. |
| GST | The GST treatment for this item. |
| Default quantity | The quantity pre-filled when you add the item. Defaults to 1. |
Using products in invoices and quotes¶
When creating an invoice or a quote, use the searchable catalogue picker to find a saved product instead of typing the line by hand. Selecting one pre-fills the description, unit, price, GST treatment, and default quantity onto the line, ready for you to adjust.
Managing products¶
- Edit: update any detail at any time. Existing invoices and quotes are not affected.
- Deactivate: hide a product from the picker without removing it.
- Delete: this also deactivates the product. It stops appearing in the picker, but it is not permanently removed and any invoices that used it are unaffected.
Tip
Products are handy when you bill for the same services often. Combine them with Recurring invoices for regular billing.