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
Type in the product code (optional).
6
Select the Accounting Category that the sale of the product, fee, or service is connected to.
7
Enter the cost of the product.
8
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. Click the "Save" button on the upper right side of the page.
9
Create or add the Product Category. Eg (Clothing, Books, Accessories). Click the " + " icon type in the product category and click the checkmark icon once done.
10
Create a Product Custom Attribute. Eg ( Material : Cotton, Color : Gray). Click the "Save" button on the upper right hand side of the page once done.
11
Create a Customer Values to Collect at Purchase. Eg (Size of the shirt). Type in the sizes of the shirt to select for.
11
Click the "Image Library" to add an image of the product. (optional)
11
Check all the details and once done, click the "Payment Page" tab. Copy the link for sharing.

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