Products are the services or items your business sells. Adding them to your product library lets you quickly add line items when creating quotes and invoices.
Accessing Products
Go to Settings → Products.
Products Table
| Column | Description |
|---|---|
| Name | Product display name |
| Description | Optional product details |
| Price | Default unit price |
| Product Category | Assigned categories |
| Created At | Date the product was created |
| Actions | Duplicate or delete |
Adding a Product
- Click + Add Product
- Fill in the details:
| Field | Description |
|---|---|
| Name | Display name on quotes and invoices (required) |
| Description | Optional details shown on the line item |
| Product Category | Assign to one or more product categories |
| Price | Default unit price (required) |
- Optionally click Add Discount in the footer to attach item-level discounts that apply automatically when this product is added to a document
- Click Save
Using Products on Documents
When adding a line item to a quote or invoice, type the product name in the item field to search and auto-fill the description and price. You can still edit the price or quantity before saving.
Duplicating a Product
Click the Duplicate icon on any product row to create a copy. Useful for creating similar products with different pricing.
Deleting a Product
Click the delete icon on a product row to remove it.
Tip
Keep your product library up to date so your team always has accurate pricing at their fingertips.