Products & Services Catalogue

The product catalogue stores your services and products so you can quickly add them to quotes, orders, and invoices without retyping details each time.

Adding a Product

Go to Products > + Add Product and fill in:

Name – the product or service name
Description – a detailed description of what’s included
Category – group products into categories (e.g. Web Services, Marketing, Design)
Price – the default unit price

Active & Inactive Products

Toggle products between Active and Inactive status. Inactive products are hidden from selection dropdowns when creating quotes, orders, and invoices, but their historical usage on existing records is preserved. Use the filter to show or hide inactive products on the list.

Using Products in Documents

When adding line items to a quote, order, or invoice, you can select from your product catalogue. The product name, description, and price are automatically filled in. You can adjust the quantity and price as needed for each document.

Searching & Navigation

Use the search bar to find products by name. The list supports pagination for larger catalogues.