Intro to apps
Custom Visibility for Apps
Messages App
Billing App
Products
Invoicing
Subscriptions
Payment Links
Product Store
Client Billing Experience
Fees & Payment Reconciliation
Files App
Contracts App
Forms App
Helpdesk App
Tasks App
Client Home App
Profile Manager App
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Autoresponder App
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QuickBooks Integration
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Intro to apps
Custom Visibility for Apps
Messages App
Billing App
Products
Invoicing
Subscriptions
Payment Links
Product Store
Client Billing Experience
Fees & Payment Reconciliation
Files App
Contracts App
Forms App
Helpdesk App
Tasks App
Client Home App
Profile Manager App
Airtable Embed
Calendly Embed
Notion Embed
Google Sheets Embed
ClickUp Embed
Typeform Embed
Youtube Embed
Autoresponder App
Exporter App
QuickBooks Integration
Other Embeds
Jotform Embed
Power BI Embed
Hubspot Forms Embed
Hubspot Meetings Embed
Miro Embed
Figma Embed
Monday Embed
Canva Embed
Acuity Scheduling Embed
Loom Embed
Google Drive Embed
Google Slides Embed
Google Docs Embed
Google Forms Embed
Looker Studio Embed
Google Calendar Embed
Databox Embed
Trello Embed
Zoom Scheduling Embed
Squarespace Embed
OneDrive Embed
On the Billing > Products page, you can view all your products along with their prices and status, and you can also create new products. You can add multiple predefined prices for a product, which can be added to an invoice. To create a new product, click + New product in the top-right corner of the Products page.
Navigate to Billing > Products on the sidebar and click + New Product.
Enter the name of the product.
Optionally add a description.
Optionally add an image.
Select whether you'd like the product to be a One-time charge or Recurring.
If you choose a recurring price, you can then select the Billing Period for this product from the dropdown. Options include Daily, Weekly, Monthly, Quarterly, Biannually, or Yearly. You can also associate additional prices with the product later on.
Add the price of the product and then click Create.
After creating the product, you will be taken to that product’s page. Here, you can add additional prices for that product by clicking on + Add a price.
Navigate to Billing > Products and select the product you would like to update.
To change the name or photo of the product, click Edit.
To add another price for the product, click + Add a price.
To learn how to add a product to an invoice or subscription, check out our Invoicing Article here and our Subscriptions Article here.