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Creating a Product

From your Invoice Maker account dashboard, you are able to create products with ease.

To create a product, simply follow the prompts:

  • Click on Products on the left-hand side of your dashboard

Adding_a_New_Product_1.png

  • Click New Product

Adding_New_Product_2.png

  • Add all Pertinent Data pertaining to the new product
    • Product Name
    • Description (50 character limit)
      • This description will be listed on your invoices
    • Price
    • Taxes (if applicable)
      • You can add a new tax, or assign an existing tax to the new product

Adding_New_Product_3.png

  • Click Add

 

You can also create a product directly from the Make Invoice screen.

  • Click on Select Product
  • Click Add New Product
  • Add all Pertinent Data pertaining to the new product
  • Click Add

Add_New_Product_GIF_from_Invoice_Screen.gif

 

Once the new product is created, you can add it to any future invoice. You have the ability to edit or delete a product from your Products Tab at any time.

**Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

 

**It is the User's responsibility to verify any and all tax rates to be imposed prior to adding to any invoice.

 

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