What are products?

Products are the goods and/or services you bill your clients on invoices and subscriptions. These items can be tangible, like parts, or intangible, like a hosting package. You can create either main products that are standard and always available, as well as add-ons, which are one-time additional products that are billed along with main products.
 

Create a Product

Create a new product with these steps:
  1. Select Products at the top of the page
  2. Then select the New Product button
    New product button above list of products.
  3. While you’re on the General Information sub-tab, the Product No. / Code is automatically populated for you based on your Number Ranges in Basic Settings, adjust this if needed
  4. For Title, enter the name of the product
  5. Next, enter a Description for the product if needed
  6. To continue creating a Main Product:
    1. For Template, this is set to your Standard template, change this if needed
    2. Next, enter the product’s Price and change the Currency if needed
    3. If the product comes with a Setup Fee, specify the total, this applies a one-time amount on the first Invoice of a subscription
    4. The Sales Tax is automatically filled out by default, update this if needed
  7. To continue creating an Add-on:
    1. At the bottom next to Add-on, check off the box next to This product is an add-on
      Checkbox to identify this product as an add-on.

    2. Next, specify the Price, Repeated for the add-on
    3. If you’d like to add a one-time amount on the first invoice, specify this in the Price, One Time field
    4. The Sales Tax is automatically filled out by default, update this if needed
    5. If needed, check the box off next to Assume Sales Tax of the corresponding product
  8. Next, for Type, check the box off next to Digital Product if you are legally required to display the sales tax of the client’s country on the Invoice
  9. Next to Quantity, the product quantity defaults to 1 if off, otherwise check the box off next to Product can be purchased multiple times to allow clients to purchase the same product multiple times
    1. If Product can be purchased multiple times is checked off, specify the amount in the Minimum Order Quantity box that clients must purchase when booking
  10. Review any additional sub-tabs like Add-on Settings or Subscription Settings, and Advanced which are explained in detail below, and select Create Product to finish.
 
While setting up your new product, you can also toggle between these sub-tabs for additional settings:
  • Add-on Settings - When add-on is checked off, use this to assign the add-on to specific products or check the box off next to Select All Products to assign it to all
    Add-on settings to assign add-on to products.
  • Subscription Settings
    Subscription settings to determine how product behaves on subscriptions with fields to fill out.

    • Period - Choose the cycle for when the product renews, choose any number from 1, 2, 3, 4, 6, 12, 14, or 24, and choose either Day(s), Week(s), Month(s) or Year(s)
    • # Billing Events - The default is 0 for unlimited, or specify how many times this product can be billed
      • If set to 1, the product generates a single invoice and closes the subscription
    • Trial Period - Specify the number and choose either Day(s), Week(s), Month(s) or Year(s) in which no billing occurs after the subscription is created
    • First Contract Period - Specify the number and choose either either Day(s), Week(s), Month(s) or Year(s) for the minimum contract period before the subscription can be cancelled
    • Following Contract Period - Specify the number and choose either either Day(s), Week(s), Month(s) or Year(s) for the minimum contract period before the subscription can be canceled, after the first billing or first contract period has expired
    • Cancellation Period - Specify the number and choose either Day(s), Week(s), Month(s) or Year(s) minimum required to notify of a subscription cancellation
    • Credit - Check the box off next to Use Credit to allow clients to use credit to discount this product
    • Select All Products - Check this box off to have the subscription settings apply to all products
  • Advanced - If needed, add Tags to the product
 
Notes:
  • Only one currency can be set per product
  • If the product is to be offered in different languages, you can customize the Title and Description for each language (DE, EN, ES, FR, IT, HU, NL, PL, PT and RU)
 

Manage Products

From the Products section, you can hover over any product, select the gear icon and select either:

Gear icon with options to select while hovering over a product.
  • Edit - Modify the product’s settings
  • Copy - Duplicate the product, which appears at the bottom of the list
  • Delete - Permanently remove the product from your list
  • Transitions - Manage how your product can be changed
  • Features - Manage your product’s features
 

Product Transitions

Set up transitions so that your product can be downgraded, upgraded, or blocked by your clients with no disruption to their subscriptions.
Transition Types:
  • Automatic - A change to a new product higher in price is treated as an upgrade and a change to a new product lower in price is treated as a downgrade automatically
  • Upgrade - Change the current product to a new product that is equal or higher in price
  • Downgrade - Change the current product to a new product that is lower in price, no billing takes place until the next charge date
  • Blocked - Prevents the current product from being changed

To set up transitions, ensure that there is more than one product created, then use the below steps:
  1. Select Products at the top of the page
  2. Hover over any product and select the gear icon
  3. Select Transitions
    Gear icon above list of products with transitions option selected.

  4. All other products will be listed, next to each product, select the dropdown and choose between Automatic, Upgrade, Downgrade or Blocked
  5. Repeat step 4 for each product as needed
  6. Select Save to finish and the transitions will be saved. Repeat steps 1-6 with other products as needed to map the transitions in the other direction (e.g., map all upgrades, then map all downgrades).
 

Product Features

Set up features to display the full breakdown of your product’s offerings using these steps:
  1. Select clients at the top of the page
  2. Hover over any product and select the gear icon
  3. Select Features
    Gear icon above list of products with features option selected.

  4. Then select the Add Feature button
    Add feature button above list of features.
  5. Enter a Code for the feature - once this is saved, it cannot be edited again
  6. For Title, enter a name for the feature - once this is saved, it cannot be edited again
  7. Then if needed, specify the Quantity and Value of the feature
  8. Select Save to finish. All saved features for a product will appear on the invoice when the product is billed.
 
Features can be edited or deleted by hovering over the feature and selecting the gear icon.
 

FAQs

What currencies are supported?
Currency conversion is calculated daily from the European Central Bank.
  • Australian Dollar (AUD)
  • Brazilian Real (BRL)
  • Canadian Dollar (CAD)
  • Swiss Francs (CHF)
  • Chinese Yuan/Renminbi (CNY)
  • Cape Verde Escudo (CVE)
  • Czech Crowns (CZK)
  • Danish Krone (DKK)
  • Euro (EUR)
  • British Pound Sterling (GBP)
  • Croatian Kuna (HRK)
  • Hungarian Forint (HUF)
  • Indian Rupee (INR)
  • Japanese Yen (JPY)
  • South Korean Won (KRW)
  • Mexican Peso (MXN)
  • Norwegian Krone (NOK)
  • New Zealand Dollar (NZD)
  • Polish Zloty (PLN)
  • Romanian Leu (RON)
  • Russian Ruble (RUB)
  • Swedish Krona (SEK)
  • Turkish Lira (TRY)
  • US Dollar (USD)
  • South African Rand (ZAR)