Create a Product, Fee, or Service

1
Click the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Products & Fees” link.
3
Click the “+ New” button.
4
Enter a name, a description, and a product code to identify your product, fee, or service.
5
Select the Accounting Category that the sale of the product, fee, or service is connected to.
6
Enter the cost of the product.
7
Enter the frequency of the charge. i.e., for a product, the frequency might be once; for a service, the frequency might be weekly, monthly or annually.
8
If the product, fee, or service is part of an online store, select the store identifier from the Product Category List or add a new Product Category by clicking the “+” next to the dropdown menu.
9
Under Custom Attributes, select an attribute name or add a new Custom Attribute. This is where you can determine the product's order in the online store.

| Help Center