Setting up your products

The Products page is your catalog. Each product has a name, an optional SKU, a kind, a price and a Taxable flag.

When you build an invoice or a schedule, choose a product on a line and its description, price and taxable setting are filled in for you. You can still change them on that line. Editing a product later does not change invoices that already exist.

If you use QuickBooks, products can be kept in step with it. See Connecting QuickBooks.

Products you no longer sell can be made inactive instead of deleted, so they stay on past invoices.