Manage products and prices

You can create and update products and prices in the Dashboard.

Create a product

To create a product in the Dashboard:

  1. Go to Side Menu > Product catalog.
  2. Click +Add product.
  3. Enter the Name of your product.
  4. (Optional) Add a Description. The description appears at checkout, on the customer portal, and in quotes.
  5. (Optional) Add an Image of your product. Use a JPEG, PNG, or WEBP file that’s smaller than 2MB. The image appears at checkout.

Create a price for the product

To save a product in the Dashboard, you must also add at least one price. You can also create multiple prices for a product.

Edit a product

  1. Go to Side Menu > Product catalog.
  2. Find the product you want to modify, click the overflow menu (***), then click Edit product.
  3. Make your changes to the product.
  4. Click Save product.

You can also edit products from within the product information page by clicking the overflow menu (***) or Edit.

Archive a product

If you want to disable a product so that it can’t be added to new invoices or subscriptions, you can archive it. If you archive a product, any existing subscriptions that use the product remain active until they’re canceled and any existing payment links that use the product are deactivated. You can’t delete products that have an associated price, but you can archive them.

To archive a product:

  1. Go to Side Menu > Product catalog.
  2. Find the product you want to modify, click the overflow menu (***), then click Archive product.

To unarchive a product:

  1. Go to the Archived tab on the Product catalog > Overview page.
  2. Find the product you want to modify, click the overflow menu (***), then click Unarchive product.

You can also unarchive a product from the product information page.