Adding Products to Invoices
Along with offering services to your clients, you may want to process payments for products that your clients purchase from you as well. The following article explains how to manage your list of products, as well as adding them to invoices to bill your clients.
Managing Your Products
To create new or manage existing products, follow the steps below:
- Navigate to "List > Invoices" and select the "Invoice Settings" button in the top right.
- Go to the "Products" tab of the dialog popup, you'll see the screen shown below.
- To create a new product, simply click the "Create Product" button (dialog shown below). You can also edit or remove existing products as needed. Below is the information you are able to enter for each product.
You can upload a CSV of your products to add multiple products in one batch. See the following article: Importing Products
Adding Products to an Invoice
This article assumes you know how to edit invoices, for more information on this please see the following article: How to Edit an Invoice
If you have products setup on your account, you'll be presented with a new option when adding line items on an invoice. Along with "Add Custom Item", and any uninvoiced appointments, you'll also see a new option in the "Add Item" dropdown labelled "Show Products". When clicked you will see a list of all of your setup products, selecting one will add it to the invoice.
Below shows the initial dropdown you will see when clicking "Add Item" in the edit mode of an invoice.
Below is a list of your products you can choose to add to the invoice, you'll see this after selecting "Show Products" from the dropdown.
Please note that if you don't have any products created, you won't see the option to add them to invoices.