Products
Sales › Products.
Products save you typing the same lines again. Choose a product on an invoice, quote or recurring template and its description, revenue account, tax rate and price are filled in.
Add a product
Section titled “Add a product”Select + New product and enter:
- Name and an optional SKU
- Revenue account: where sales of it are recorded. Or Choose on each invoice
- Tax rate: or No tax by default
- Description (optional)
- Available on invoices: untick to hide it
- Prices: add one or more, each with an optional label (for example Monthly), a Currency, the Price, and how it is Billed: One-off, Every month, Every year, Every week or Every day.
Products from Stripe
Section titled “Products from Stripe”If you have connected Stripe, its products and prices appear here marked From Stripe. Their names and prices are managed in Stripe, but you can choose the revenue account and tax rate, or hide them from invoices. See Stripe.
Use Source (All sources, Added here, From Stripe) and Status (Available, Hidden) to filter the list.