Products

Save reusable products like puppy deposits and purchase prices so you can add them to invoices in one click — faster billing and consistent line items every time.

Products

Video walkthrough: Watch on Loom (link coming soon)

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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 session, 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, description, and set price
• Add products to any invoice as line items
• Set a default tax behavior per product (tax added, tax included, or unspecified)
• Archive products you no longer use without losing billing history
• Manage products in multiple currencies if needed

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How It Works

Creating a Product

1. Go to Products in the left menu.
2. Click Add Product.
3. Enter the product name, description, price, and currency.
4. Set the tax behavior if applicable.
5. Save — the product is now available to use on any invoice.

Using a Product on an Invoice

When creating or editing an invoice, you can select from your saved products to add as line items. The name, description, and price populate automatically — you can still adjust the amount per invoice if needed.

Archiving a Product

If you stop offering something, archive it rather than deleting it. Archived products no longer appear in the product picker but their historical invoices remain intact.

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Key Terms

Term	What It Means
Tax Exclusive	Tax is added on top of the listed price
Tax Inclusive	Tax is already included in the listed price
Archived	A product hidden from active use but preserved in billing history

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Tips & Common Questions

Do I have to use Products to create invoices?

No — you can type line items manually on any invoice. Products just save you time if you bill the same items repeatedly.

Can I change the price when adding a product to an invoice?

Yes — the product price is a default. You can override it on any individual invoice.

What happens to old invoices if I archive a product?

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.