How to Use the Product Catalog

Save your products and services once, then reuse them on every invoice and quote.

1. 1

   Add products or services

   Go to Catalog > Add Item and enter a name, description, default price, and tax rate.

2. 2

   Keep pricing consistent

   Maintain one source of truth for what you charge so pricing stays consistent across every document.

3. 3

   Insert into invoices and quotes

   When adding a line item, search your catalog instead of typing details from scratch.

4. 4

   Update prices centrally

   Edit an item's price once and it applies to new documents — invoices you already sent stay unchanged.

5. 5

   Remove unused items

   Delete discontinued products or services to keep your catalog clean and easy to search.