Creating and Editing Products

Understanding the Product Section in Your Account

1. Accessing the Product Section

   • Click on the payments element in the left-hand menu

   • Toggle over to the products overview tab

2. Managing Products

   • Products are items you have collected payments for and saved in your account

   • Use this section to clean up or edit unnecessary information

   • Delete irrelevant items by clicking the delete button

   • Edit existing products by clicking on the edit button

3. Editing Product Details

   • Customize product information such as title, description, and price variations

   • Add a logo or image for the product

   • Include tax on products and statement descriptors

   • Save changes to update the product list

4. Using Products in Invoices

   • Products can be easily added to new invoices

   • Select existing products when creating invoices

   • Any updates made to products will be reflected in the invoice section

5. Streamlining Invoicing Process

   • Products section helps speed up invoicing and payment creation

   • No need to create a new product for each invoice

   • Add multiple products and price variations as needed

6. Final Notes

   • Changes made in the product section do not impact previously created invoices

   • Reach out with any questions or comments for further assistance

Link to Loom

https://www.loom.com/share/633d4f89b7994a17aef3b83dd80a1f05