Add a product

1. 1Open Products from the sidebar.
2. 2Click Add Product.
3. 3Check the Item Number. It is filled in with the next number in sequence; type your own if you use a different scheme, or use Get next item number to fetch the next one again. A product cannot be saved without one.
4. 4Give the product a name your colleagues will recognise in a quote picker.
5. 5Set the Product Type: whether this is charged once or recurs.
6. 6For a recurring product, also choose the Default pricing period, which is required. How you prefer to display this product's price in quotes — monthly, yearly, etc. Doesn't affect when invoices are sent.
7. 7Enter the Price, and the Cost Price if you track margin. The Gross Margin (%) fills in from the price and the cost when you enter the cost.
8. 8Set the VAT Code so tax is applied correctly wherever the product is used.
9. 9Click Create product.

One-time fee (kr), under Binding & campaign, is worth setting on products that carry a joining charge. Amount billed once, e.g. a router purchase. Leave empty if there is no one-time fee.

Main subscription template marks a product as a main subscription tier. Use this product as the primary template for subscription plans Leave it off for add-ons and extras, which attach to a subscription rather than being one.

To create something similar to an existing product, use Copy and edit the copy rather than starting over.