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 items with sortable columns, pagination, and a toggle between table and card view
• 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 into a single offering with optional discounts — view as cards or a table
• 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
• Switch views using the table/card toggle at the top of the list — your preference is saved
• Edit any product using the edit button on its row or card
• 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 (at least one is required)
4. Set quantity for each item; optionally override the price for that item within the 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 (CA, NY, TX, FL, IL, PA, NJ, WA, GA, NC) without typing.

Tips

• Set one tax rate as the Default — it will be pre-selected when creating quotes and invoices; click the star icon next to any rate to make it the default
• 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
• Products are shared across your entire company account and are available when creating any quote or invoice