Product Catalog
Your products and services, ready to invoice.
If you sell the same products or services regularly, the product catalog saves significant time. Create entries with descriptions, unit prices, and default tax rates. When building an invoice, select a product from the catalog and the line item fills automatically — description, price, and tax rate included. Keep your pricing consistent and your invoicing fast.
Why your business needs this
Instant line items
Add a product to an invoice with one click. Description, price, and tax rate populate from the catalog — no manual entry needed.
Consistent pricing
Define prices once in the catalog. No more guessing or inconsistent quotes — every invoice uses the same rates.
Tax rate defaults
Assign a default VAT rate to each product. Mixed-rate invoices are built correctly without remembering which rate applies to what.
Quick management
Edit prices, descriptions, and tax assignments from a single page. Changes apply to future invoices immediately.
Step by step
Create your products
Go to Products and add your goods or services. Set a description, unit price, currency, and default tax rate.
Products appear in the editor
When adding line items to an invoice, the product selector shows your catalog. Pick a product to auto-fill the line item.
Manage and update
Search, filter, and edit products from the data table. Activate or deactivate products to control what appears in the selector.
Prices stay consistent
All team members and invoices reference the same product catalog. Pricing is always current and consistent.
Everything included
Full product details
Description, unit price, currency, and default tax rate per product.
Tax rate linking
Products link to a Tax object via defaultTaxId — not a raw rate. Change the tax rate once and it updates everywhere.
Status management
Active products appear in the invoice editor selector. Inactive ones are hidden.
Search and filter
Find products by description. Filter by status or currency.
Editor integration
Products populate invoice line items with one click — description, price, and tax included.
Multi-currency
Set prices in different currencies for products billed in different markets.
Pricing consistency
Inconsistent pricing across invoices is a common source of client disputes and revenue loss. A single source of truth for products and prices eliminates this risk entirely.
Configuration Tips
- 1Set the correct default tax rate when creating each product — it saves time on every invoice and prevents VAT errors.
- 2Use descriptive product names that your clients will recognise on their invoices.
- 3Deactivate products you no longer sell instead of deleting them — past invoices keep the reference.