Products & Packages

Manage your catalog of billable items — individual products and services, bundled packages, and tax rates — all used when creating quotes and invoices.

Key Features

• Products List: View, search, filter, and manage all your individual items in one place
• Product Types: Categorize items as Service, Product, Rental, or Labor
• Billing Cycles: Set items as one-time, monthly, or annual charges
• Packages: Bundle multiple products together into a single offering with optional discounts
• Tax Rates: Define reusable tax rates that auto-apply to quotes and invoices
• Quick Stats: Dashboard cards show total products, active items, services, and packages at a glance

How to Use

Adding a Product

1. Go to Products & Packages and make sure you're on the Products tab
2. Click New Product
3. Enter a name and select the type (Service, Product, Rental, or Labor)
4. Set the price, unit (e.g. hour, day, each), and billing cycle
5. Optionally add a category and SKU for organization
6. Check Taxable if tax should apply, and Active to make it available
7. Click Save Product

Managing Products

• Search by name, description, category, or SKU using the search bar
• Filter by type, status, or billing cycle using the dropdown filters
• Edit any product using the edit button on its row
• Toggle status to activate or deactivate a product without deleting it
• Select multiple products to activate, deactivate, or delete them in bulk
• Products used in invoices, quotes, or packages cannot be deleted — deactivate them instead

Creating a Package

1. Click the Packages tab, then New Package
2. Give the package a name and optional description and category
3. Click Add Product to add items from your product catalog
4. Set quantity for each item; optionally override the price for that item within this package
5. Set a fixed package price, or leave blank to use the sum of item prices
6. Optionally apply a discount (fixed dollar amount or percentage)
7. Click Save Package

Setting Up Tax Rates

1. Click the Tax Rates tab, then New Tax Rate
2. Enter a name (e.g. "California Sales Tax"), the percentage rate, and optionally a state/region
3. Check Default rate to auto-apply it on new quotes and invoices
4. Click Save Tax Rate

Use the Quick Add buttons to instantly add common US state tax rates without typing.

Tips

• Set one tax rate as the Default — it will be pre-selected when creating quotes and invoices
• Use categories to group related products (e.g. Photography, Design, Post-production)
• Packages show a savings amount when the package price is lower than the sum of individual items
• Products are shared across quotes and invoices — updating a product does not change past documents
• Switch between sites using the site selector at the top — products are scoped per site