Browse, filter, and manage your product catalog
The product catalog gives you a centralized view of everything you sell.
The products page displays your entire catalog in a sortable, filterable table. Each row provides key details at a glance so you can quickly find a product, check its pricing, or verify its status before adding it to a quote or invoice.
Information displayed for each product in the catalog.
Find products quickly using the search bar.
The search bar at the top of the product list searches across multiple fields simultaneously. Start typing to filter results in real time. The search matches against:
Narrow down the product list using filters.
Change the order of products in the list.
Click any sortable column header to sort the list. Click again to toggle between ascending and descending order. The following sort options are available:
Understanding the three pricing models available for products.
A single-purchase product or service. The customer pays once and there is no recurring charge. Examples include implementation fees, one-time setup costs, or physical goods.
A subscription-based product billed on a regular cycle. When you select Recurring, you also specify a billing period: monthly, quarterly, semi-annual, or annual. The price displayed in the catalog reflects the per-period cost.
A product priced by consumption. The unit price represents the cost per unit of measure (e.g., per API call, per GB, per hour). The total is calculated when added to a quote or invoice based on the quantity specified.
View complete information about a single product.
Click on any product in the list to open its detail page. The detail view shows all product fields including pricing information, tax configuration, and margin calculations. Key details on the product page include: