Create a product
To create a product, follow these steps:- Navigate to the Products page in the Dashboard.
- Click Create product, or press N on your keyboard.
- Enter a Name. This appears on your customers’ receipts and invoices.
- Optionally add a Description, which is visible to customers.
- Optionally click Add default price to set a price now (see Add a price).
- Click Create.
Add a price
A product can have multiple prices. To add a price to a product, follow these steps:- Open the product.
- In the Prices section, click Add price.
- Enter the Amount.
- Choose the Type:
- Recurring: billed on a repeating schedule. Choose the Billing period (Weekly, Monthly, Every 3 months, Every 6 months or Custom).
- One time: billed once.
- Optionally add a Description. This is hidden from customers.
- Optionally select a Tax rate to apply by default. Learn more about tax rates.
- Set the Transfer behavior:
- None: the value is not transferred to an owner.
- Owner: the value is transferred to a specified owner. Select the Transfer destination.
- Click Create.
Use products and prices
When you add a line item to an invoice or a subscription, you can select a product so its price, tax rate and transfer behaviour are filled in for you. You can still adjust the details on the line item before saving.Update a product or price
To update a product, open it, use the and select Update to change its Name or Description. To update a price, open its product, use the price’s and select Update. You can change the price’s description, tax rate and transfer destination.Archive a product or price
Archiving keeps the record for reporting but stops it being used on new line items.- To archive a product, open it, use the and select Archive. Select Activate to restore it.
- To archive a price, open its product, use the price’s and select Archive. Select Activate to restore it.