Note
You must first connect to a payment gateway in order to create products and services and start billing your clients.
To create products to add to your client invoices:
- In the side panel, click Products & Services.
- Click Add Product or Service.
- Enter the Product Name, Price, and set the price to Recurring or One Time. For recurring payments, select the billing cycle.
- (Optional) Add additional prices if your product or service has more than one price option.
- Click Save.