1. Click "Invoices"
2. Click "Products"
3. Click "Create Product"
4. Input "Product Name"
To start selling your product, the first step would be to name it.
5. Input "Product Description"
Once you have a name, you can use the product description field to provide a comprehensive explanation of the product you're selling.
6. Select "Product Type"
Please select the type of product that you are creating from the options below:
Physical Goods
Digital Goods
Service
Make a selection based on the type of product you are offering.
7. Add "Product Image"
If you would like to add an image to your product, you can easily upload one here. We support PNG and JPG image files, with a maximum file size of 2MB.
8. Click here for "Additional options"
9. Input "Statement Descriptor"
Please enter a short description for your product that will appear on your customer's credit card statement.
10. Pricing Information
Input "Pricing Name"
Next, you will need to add pricing information such as name, price, currency, and whether it's a one-time or a recurring product.
Select "Type"
Input "Amount"
13. Click here for additional options
14. Add "Price Description"
Please enter a short description for your product that will appear on your customer's credit card statement.
15. Add "Billing Period"
If you have selected a recurring payment model, you will need to select when your customer should be billed for this product. You can choose; Daily, Weekly, Monthly, Yearly, or even a custom period.
16. Add "Trial Period"
If you would like to offer a free trial period for your new products, you can specify the details in this section.
17. Add "Number of Payments"
If you would like to set up a specific number of payments for a product, you can add that information in this section.
18. Add "Setup Fee"
If you would like to add a one-time setup fee on top of the subscription payments for a product, you can specify the details in this section
19. Select "Membership Offer"
To connect a new product to a membership offer from within your CRM membership portal, simply toggle the switch provided in this section.
Use this drop-down tab to select the membership offer you'd like to connect to a product.
20. Click "Create"
To create your new product, simply click on the button provided in this section.
This will create your new product, and it will appear in the list of products in the payments section.
