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Products

Video walkthrough: Watch on Loom (link coming soon)
Products is your reusable item catalog for invoicing. Instead of typing the same line items every time you create an invoice (puppy purchase, deposit, training package, etc.), you save them as products and add them to invoices in one click.

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What You Can Do Here

  • Create reusable products with a name, default price, currency, and description
  • Add products to any invoice as line items
  • Choose whether your default tax rate applies when a product is used
  • Keep a price history and add extra price options (when Stripe is connected)
  • Archive products you no longer offer without changing past invoices

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How It Works

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Creating a Product

  1. In the left menu, open Finances and click Products. You’ll see the Products & Services page.
  2. Click Create product (top right).
  3. Enter a Name (for example, “Puppy Deposit”).
  4. Enter the Default price and pick the currency next to it.
  5. Add a Description if you like (what’s included, key dates, reminders).
  6. Click Save product. The product now appears in your Catalog and in the invoice builder.

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Using a Product on an Invoice

  1. While creating or editing an invoice, click the Find or add item box under Add another item.
  2. Start typing the product name, then click it in the list.
  3. The name, description, and price fill in for you. You can still change them on that one invoice.
Don’t see it? Click Add a new item at the bottom of that list to create a product on the spot, or Manage products to jump to your catalog.

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Editing a Product

  1. On the Products page, find the product in your Catalog.
  2. Click Manage product.
  3. Change the Name or Description, or tick Apply default tax rate when this product is used.
  4. Click Save changes. Changes only affect future invoices — existing invoices stay the same.
If you’ve connected Stripe, the same panel shows the product’s Price history and lets you Add another price option (then click Add price). Without Stripe, you’ll see a note asking you to connect it for price history and tax syncing.

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Archiving a Product

If you stop offering something, click Archive on the product. It’s hidden from your catalog and the invoice picker, but past invoices stay intact. Tick Show archived at the top of the catalog to see archived products.

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Key Terms

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Tips & Common Questions

No, it’s optional. Products is a shortcut list of things you charge for often, like a puppy deposit or stud fee. Save an item once and you can drop it into any invoice with the right name, price, and tax. You can always type line items straight onto an invoice instead.
Yes — the product price is a default. You can change it on any individual invoice.
No. Changes you make on the Products page only affect invoices you create afterwards.
Extra price options and price history need Stripe connected. Set it up first — see Payments Setup.
Nothing — archiving only affects future invoices. Existing invoices with that product are unaffected.

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Still Have Questions?

We’re here to help. If something isn’t working the way you expect, or you’d like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen. Thank you.