- Updated: November 1, 2022
Create a Product, Fee, or Service

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1Click the “Pulse” icon (Productivity) on the left navigation menu.
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2Click on “Financial Tools”. Click on the “Products & Fees” link.
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3Click the “+ New” button.
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4Enter a name, a description, and a product code to identify your product, fee, or service.
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5Select the Accounting Category that the sale of the product, fee, or service is connected to.
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6Enter the cost of the product.
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7Enter 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.
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8If 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.
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9Under 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.

