Client Bills: Products

This brief tutorial explains how to use the Products feature to create and manage billable items that can be added to your clients' invoices. Examples of billable items include transaction fees (please refer to local regulations for applicable fees), testing fees, and materials like books or other resources. Learn how to easily set up these items and streamline your billing process.

Products can either be set up in advance in Billing Settings or can be added when creating a bill.

Add a Product in Billing Settings

Under Billing Settings > Products, you may configure items to add to your client's bills.

Click +Add to add a Product.

Name - The name of the Product.

Price - The fee associated with the Product. This is the amount that the client will be charged.

Add a Product When Creating a Bill

You may add a product to any client bill during bill creation by clicking +Add Product.

The products feature does not support variable pricing. Only a single value may be set.