1. Select "Invoices"
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2. Select "Products"
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3. Click "Create Product"
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4. Provide "Product Name"
Initiating the selling of your product involves naming it as the first step.
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5. Provide "Product Description"
Utilize the product description field to give an extensive description of the product on sale.
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6. Choose "Product Type" from the drop down list
Kindly choose the category of product you are creating from the following options:
Physical Goods
Digital Goods
A service
Choose an option that aligns with the kind of product you are providing.
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7. Upload "Product Image"
Should you wish to append an image to your product, it can be conveniently uploaded here. We accept PNG and JPG image file formats, with a maximum permissible file size of 2MB.
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8. Click "Additional Options" to enter Statement Descriptor
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Subsequently, you should input pricing details like the name, cost, currency, and indicate whether the product is a one-off or recurring item.
9. Enter "Pricing Name"
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10. Select Type of Product from the drop down list
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11. Select "Recurring" Type and Set Billing Period
If you've opted for a recurring payment scheme, you should specify when your customer will be invoiced for this product. The frequency options include; daily, weekly, monthly, yearly, or even a customized billing period.
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12. Select Custom
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13. Set Interval
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14. Enter "Amount" of Product
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15. Click "Additional Options" and enter Price Description
Kindly input a brief outline of your product that will be displayed on your customer's credit card statement.
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16. turn on "Membership Offer" toggle switch
To link a new product to a membership offer within your CRM membership portal, all you need to do is toggle the switch available in this section.
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17. Select "Membership Offer" from the drop down list
Leverage this drop-down menu to choose the membership offer you wish to associate with a product.
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18. Click "Create" once done
To establish your new product, merely hit the button provided in this section. Post creation, it will manifest in the payments section's product list.
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