Module

Products & Services

Use this module to create reusable line items you sell—either products or services. Adding items here helps you build invoices and estimates faster and keeps pricing/tax consistent across your business.

Why this module exists

When you repeatedly invoice similar work (for example, “Consulting hours” or “Smart lighting system”), creating it once as a Product/Service lets you reuse it on invoices and estimates. This improves accuracy and saves time because you don’t have to retype names, prices, and tax settings for every invoice.

  • Standardize pricing across your team
  • Reduce invoice creation time
  • Apply the correct sales tax consistently
  • Make reporting more consistent (same item names)

Products & Services list (Manage)

The Manage screen shows a searchable, paginated table with an Add Product & Service button.

What you see in the table
  • Type: Product or Service
  • SKU: optional internal identifier
  • Name: the item name you select on invoices
  • Price: default unit price (shown in your business currency)
  • Actions: edit/delete

Use Search to quickly locate items by name or SKU.

Create / Edit Product & Service (form)

The create/edit form is designed to capture everything needed for invoice line items. You’ll typically set:

  • Type (Product or Service)
  • Name (required)
  • Price (required)
  • SKU (optional)
  • Sales Tax (optional)
  • Description (optional, short)
How Sales Tax works here

Sales Tax is optional and is selected from your saved Tax Rates. When you add this product/service on an invoice, the tax setting helps calculate totals correctly.

Validation rules (from backend)

These validations are enforced when saving an item. If a rule fails, the form will show an error and the item won’t be saved.

  • Type: required, must be either product or service
  • SKU: optional, string, max 50 characters, must be unique per business
  • Product Image: optional, jpg/jpeg/png only, max 2MB
  • Name: required, string, max 50 characters, must be unique per business
  • Description: optional, max 255 characters
  • Price: required, numeric, min 0, max 99999.99
  • Sales Tax: optional list, must be existing tax rate UUIDs

Deleting a product/service

If an item has already been used on invoices (invoice items exist), the app prevents deleting it. This protects historical invoices from losing line item references.

Recommended workflow

  1. Create common products/services you sell frequently.
  2. Set a default price and (optional) sales tax.
  3. Use consistent names so invoice items remain clean.
  4. When building invoices, select items instead of typing manually.
  5. Update prices when needed—keep SKU stable for internal tracking.