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Selling Products

Get your products ready to sell by adding their details. From creating new products to managing them in invoices, client cards, and packages, plus handling taxes and visibility. Everything you need to keep your product list organized and sales smooth.

Create a Product

Before you can start selling your product, simply upload its details to the platform.

To create a product:

  1. Open the platform.
  2. Click Settings.
  3. Click Products.
  4. Click Add Product.
  5. Enter the product details.
  6. Click Save.
Tip: To add duplicate products, click the more options icon image.png next to a product and select Clone.

Add Product to a New Invoice or Estimate

To add a product to a new invoice or estimate:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Click New.
  5. Select Invoice or Estimate.
  6. Under "Item," select a product from the list.
  7. Enter the invoice or estimate details.
  8. Click Save or Send.

Add Product to an Existing Invoice or Estimate

To add a product to an existing invoice estimate:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Select an invoice or estimate from the list.
  5. Click the more options icon icons8-more-30.png.
  6. Click Edit.
  7. Under "Item," select a product from the list.
  8. Click Save or Send.

Remove Product from an Invoice or Estimate

To remove a product from an invoice:

  1. Open the platform.
  2. Click Sales.
  3. Click Billing & Invoicing or Estimates.
  4. Select an invoice or estimate from the list.
  5. Click the more options icon icons8-more-30.png.
  6. Click Edit.
  7. Under "Item," click the delete icon next to the item.
  8. Click Save or Send.

Add Product to a Client Card

To add a product to a client card:

  1. Open the platform.
  2. Click Clients.
  3. Select a client from the list.
  4. Click Take Payment.
  5. Click Products.
  6. Next to the product, click Add.
  7. Click Checkout.
  8. Choose a payment method and complete the payment.

Refund Product from a Client Card

To refund a product from a client card:

  1. Open the platform.
  2. Click Clients.
  3. Select a client from the list.
  4. Under the "Conversation" tab, in the "Receipt sent" message, click the more options icon icons8-more-30.png.
  5. Click Refund.
  6. Confirm details.
  7. Click Mark as refunded.

Add a Product to a New Package

To add a product to a new package:

  1. Open the platform.
  2. Click Settings.
  3. Click Packages & Coupons.
  4. Click New package.
  5. Enter the package details.
  6. Under "Include Products in Your Packages', turn on the toggle button.
  7. Click Select Product.
  8. Enter number of products.
  9. Click Save.

Add Product to an Existing Package

To add a product to a package:

  1. Open the platform.
  2. Click Settings.
  3. Click Packages & Coupons.
  4. Next to the package, click the edit icon .
  5. Under "Include Products in Your Packages', turn on the toggle button.
  6. Click Select Product.
  7. Enter number of products.
  8. Click Save.

Add Taxes to Products

You can apply a single tax rate to all products on your invoices and estimates for better management.

To add taxes to products:

  1. Open the platform.
  2. Click Settings.
  3. Click Billing & Invoicing.
  4. Click Taxes & Tips.
  5. Click + Add new tax.
  6. Under "Tax list," enter the tax name and tax rate.
  7. Under the "Apply default tax to" drop-down, select Products.
  8. Click Save.

Remove Taxes from Products

To remove taxes from products:

  1. Open the platform.
  2. Click Settings.
  3. Click Billing & Invoicing.
  4. Click Taxes & Tips.
  5. Under "Tax list," next to the tax, click the more options icon image.png.
  6. Click Delete tax.

Delete a Product

To delete a product:

  1. Open the platform.
  2. Click Settings.
  3. Click Products.
  4. Next to the product, click the more options icon .
  5. Select Delete.
  6. Click OK to confirm deletion.

Hide a Product

Hidden products will show a hide icon next to it and can’t be added anymore.

To hide a product:

  1. Open the platform.
  2. Click Settings.
  3. Click Products.
  4. Next to the product, click the more options icon .
  5. Select Hide from list.
Tip: To unhide a product, click the more options icon next to the product and select Show in list.

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