Products
Manage products, services, categories, tags, pricing, inventory, and product audits.
Products are reusable items or services that can be used in invoices, estimates, checkout pages, storefronts, and accounting integrations.
Product Records
Create a product for anything you sell or reuse often. Add a name, description, price, category, tags, and inventory details when relevant. Services can also be stored as products so they are easy to add to invoices, estimates, and checkout links.
Use products when the same item or service will appear more than once. For a one-off invoice line, a manual line item is usually enough. For recurring services, packages, subscriptions, retainers, add-ons, physical items, or storefront offers, create a product so pricing and descriptions stay consistent.
Review customer-facing text before using a product in commerce or finance. The name and description can appear on invoices, estimates, checkout links, and storefronts, so write them for a customer, not only for your internal team.
Assign product ownership when the catalog affects public sales. Someone should review price, tax, status, and description changes before products are used in live checkout or finance documents.
Categories and Tags
Categories group products into broad families. Tags help with flexible organization, filtering, and reporting. Keep naming consistent so product lists stay easy to search.
When to Create a Product
Create a product when the item should be reused across invoices, estimates, checkout links, storefronts, or reports. Use a manual line item when the charge is one-off and should not become part of the catalog.
For services, create products for packages, retainers, recurring offers, standard add-ons, and anything the team sells repeatedly.
Pricing and Inventory
Pricing controls what appears when the product is used in finance or commerce. Inventory is useful when you need to track physical stock or audit quantity changes.
Before launch, test one invoice or checkout link with the product. Confirm the price, tax behavior, currency, discount rules, image, category, and active status. If a product should no longer be sold, archive or mark it inactive before deleting it, then check any storefronts, checkout links, recurring invoices, or templates that may still reference it.
Product Audits
Audits help you review product changes and inventory adjustments. Use them when you need to understand who changed a product record or why inventory moved.
Review audits after unexpected price, inventory, category, or status changes. Then check storefronts, checkout links, estimates, invoices, and recurring templates that may have used the affected product.
Catalog Review Routine
Before public launch or month-end review, check active products for customer-safe names, current prices, correct tax behavior, useful descriptions, images, and archive status. Fix catalog records before they appear on customer documents.
Product Change Safety
Before changing price, tax, inventory, or active status, check where the product is used. Review invoices, estimates, recurring invoices, checkout links, storefronts, templates, and accounting syncs that may depend on the product.
For public selling, test the product in a checkout link or storefront after the change. For finance, create a draft invoice or estimate and preview the output.
Recommended Guides
- Build a service catalog.
- Organize products with categories and tags.
- Use products in invoices, estimates, and checkout.