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The product & service catalog

The product and service catalog is an optional address book for the things you sell, so you can save a name, price, tax rate, and SKU once and drop them into quotes and invoices in a couple of clicks. It is available on every plan, and any team member can manage it.

What the catalog is for

If you bill for the same products or services over and over, the catalog saves you from retyping them. You build a list of reusable items, each with its own price and tax rate, and then pull them straight into a document instead of filling in line items by hand. It is entirely optional. You can write line items from scratch on any quote or invoice and ignore the catalog completely, or use it just for your most common items.

The catalog lives in your workspace and is shared by your whole team. There is no plan limit on it: Free, Starter, Pro, and Business all get the full catalog, and any member, admin, or owner can add, edit, and delete items. You will find it under Products in the left sidebar.

Each catalog item can hold a name, an optional description, a unit price, a tax rate, and an optional SKU. The unit price has no currency of its own. When you drop an item into a document, it simply takes on that document's currency, so the same item works whether the quote is in dollars, euros, or rand.

Add a product or service

Open the Products page from the sidebar and create your first item. The very first time, you will see a "No products yet" screen with a button to get started; after that, use the New product button at the top right.

  1. Open Products in the sidebar.
  2. Click New product (or the button on the empty screen).
  3. Enter a Name. This is the only required field and becomes the line description when you use the item.
  4. Optionally add a Description, a longer note shown beneath the name in the list.
  5. Set the Unit price in whole and decimal units (for example 49.00). Leave it at 0 for items you price per job.
  6. Set the Tax percentage if the item is taxable (for example 20 for 20%). Leave it at 0 for tax-free items.
  7. Optionally add a SKU, your own internal product or service code.
  8. Click Create product. A confirmation appears and the item is saved to your catalog.

Edit, search, and delete items

Everything you save shows up in a table on the Products page, sorted by name, with columns for Name, SKU, Tax, and Unit price. From here you can find, update, and remove items.

To edit an item, click anywhere on its row, or open the row's three-dot menu and choose Edit. The same form opens with the existing details filled in; change what you need and click Save changes.

To find an item quickly, use the Search products box above the table. It filters as you type and matches against the name, SKU, and description, so you can search by any of them.

To remove an item, open its three-dot menu and choose Delete, then confirm. Deleting only removes the item from your catalog for future use. Any quotes or invoices that already used it keep their line items exactly as they were, so your existing documents are never altered.

  • Edit: click the row or use the row menu, change details, then Save changes.
  • Search: type in the Search products box to filter by name, SKU, or description.
  • Delete: use the row menu, choose Delete, and confirm; existing documents are unaffected.

Drop a product into a quote or invoice

The real payoff is in the document editor. While building any quote or invoice, look in the line-items area for the Add from catalog button next to Add line.

  1. Open or create a quote or invoice and scroll to the line items.
  2. Click Add from catalog. A small search panel opens listing your products with their prices.
  3. Type to narrow the list, then click the product you want.
  4. It is added as a new line, pre-filled with the name as the description, a quantity of 1, and the saved unit price and tax rate.
  5. Adjust the quantity, price, or text on that line as needed; your edits only affect this document, not the saved catalog item.

Create an item on the fly while building a document

You do not have to leave the editor to add something new to your catalog. At the bottom of the Add from catalog panel there is a New product option. Click it to open the same product form, fill in the details, and create the item. As soon as you save, it is added to your catalog and dropped straight onto the current document as a line, so you skip a step. From then on it is available to pick like any other catalog item.

Frequently asked questions

Is the catalog limited on the Free plan?

No. The product and service catalog is available on every plan, including Free, with no cap on the number of items. It is not one of the plan-gated features.

Who on my team can manage the catalog?

Anyone in your workspace can. Members, admins, and owners can all add, edit, and delete catalog items, the same as managing clients. You do not need to be an owner or admin.

If I change or delete a catalog item, does it change my existing invoices?

No. Catalog items are only a starting point. Once a product is added to a document it becomes an independent line item, so editing the catalog later, or deleting the item entirely, leaves every existing quote and invoice exactly as it was.

Why doesn't a catalog item have its own currency?

Prices are stored as a plain amount and take on the currency of whatever document you add them to. This means one catalog works across documents in different currencies. Set your default currency in Settings; each document can still use its own.

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