Use the Catalog

The Catalog in the sidebar opens a page titled Products & Services. It is a list of products and services you reuse. An Admin can add and edit them. Everyone on the team can use them when adding an item.

1. Open Catalog.
2. If you are an Admin, click New Product.
3. Enter Name. Description is optional. Choose Type: Service or Product.
4. SKU and Subcategory are optional. Enter Default Price and Unit. Units include Each, Per Unit, Per Hour, Per Day, Per Week, Per Month, and Flat Rate.
5. Turn Taxable on if this product should start out taxed.
6. Click Create Product. To change one later, click its row and then Save Changes. That click is for Admins.

There is no Save as Item step. Add the product here first. Then, on New Item, use Add from Catalog. The note on that field says it pre-fills Description, Cost, Quantity, and Taxable. You can still edit any field before you click Save Item.

Related guides

• Add an item
• How categories work
• Create and send an invoice