Products
The Products catalog stores the items and services you sell. Products are referenced as line items when creating quotes and invoices.
Creating a Productโ
- Go to Sales โ Products.
- Click New Product.
- Fill in:
| Field | Description |
|---|---|
| Name | Product or service name |
| SKU | Optional stock-keeping unit / product code |
| Description | Brief description of the product |
| Price | Unit price |
| Currency | Currency for this product (e.g. USD, EUR) |
| Active | Toggle to show/hide from the quote/invoice product picker |
- Click Save.
Editing a Productโ
- Go to Sales โ Products.
- Click the edit icon on the product row.
- Update fields and save.
Editing a product does not retroactively update quotes or invoices that already include it. Prices are stored at the time of quote creation.
Deactivating a Productโ
Toggle Active off on the product to hide it from the product picker in new quotes and invoices. Existing documents with that product are unaffected.
Deleting a Productโ
Click the delete icon and confirm.
โ ๏ธ Do not delete products that are already used in quotes or invoices โ this will break those records. Deactivate them instead.
Product Catalog Best Practicesโ
- Keep product names clear and consistent (e.g. "Monthly Retainer โ Basic", "Monthly Retainer โ Pro")
- Use SKUs if you integrate with an external accounting system
- Set prices in your workspace currency (defined in Settings โ General)
- Deactivate discontinued products rather than deleting them