1. Select "Invoices"
2. Select "Products"
3. Click "Create Product"
4. Provide "Product Name"
Initiating the selling of your product involves naming it as the first step.
5. Provide "Product Description"
Utilize the product description field to give an extensive description of the product on sale.
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.
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.
8. Click "Additional Options" to enter Statement Descriptor
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"
10. Select Type of Product from the drop down list
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
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.
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.
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.
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.
