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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.