Managing Products
Products represent the goods or services you sell. They appear as line items on invoices.
Adding a Product
- Go to Products → Manage Products
- Click New Product
- Fill in the details:
- Description: Product name or service description
- Default Price: Unit price (can be overridden per invoice)
- Cost: Your cost (for profit calculations)
- Tax Rate: Select applicable tax
- Notes: Internal notes about the product
- Click Save
Product Attributes
Products can have attributes for variations:
- Go to Products → Attributes to define attribute types (e.g., Size, Color)
- Go to Products → Values to set possible values (e.g., Small/Medium/Large)
- Assign attributes to products when creating them
Inventory Tracking
Track stock levels for physical products:
- Go to Products → Inventory
- View current stock levels for all products
- Adjust quantities as needed
- Set low-stock alerts
Using Products on Invoices
When creating an invoice:
- In the line items section, select a product from the dropdown
- The product's description, default price, and tax rate are automatically populated
- Adjust the quantity and price as needed for this invoice
- Use the Quick Add Product button (in the item grid) to add a product on-the-fly
Product Pricing
- Default Price is set on the product and used as the starting price on invoices
- Override the price per invoice if needed (e.g., negotiated rates)
- Products marked as taxable will automatically apply the selected tax rate
- Use the Cost field to track your expenses for profit reporting