• 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.

     

  • Editing a Product

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

    To edit a product, simply follow the prompts:

    1. Click on Products
    2. Use the Search Bar to locate the product you wish to edit
    3. Click on the Edit Product “pencil” icon under Actions for the product you wish to make changes to
    4. Edit any Pertinent Data relating to the product
      1. Name
      2. Description
      3. Price
      4. Taxes (if applicable)
    5. Click Update

    Editing_a_Product.gif

     

    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.

  • Viewing Your Products

    From your Invoice Maker account dashboard, you are able to save and view all of your company's products in one place. This makes it easy to search all of your products and services in case you need to make updates or delete any that you no longer offer.

    From the Invoice Maker dashboard, simply click on Products to view your product list.

    Viewing_your_Products.png

     

    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.

  • Adding a Product Tax

    From your Invoice Maker account dashboard, you are able to add a tax to your products. You can either add a tax when creating a new product or adding and saving it after the initial product was created. 

    Once you save a tax, it will be available to assign to any other products you create.

    To add a product tax to a product that’s already been created, simply follow the prompts:

    1. Click on Products
    2. Click on the Edit Product “pencil” icon for the product you wish to make changes to
    3. Click Add A Tax To This Product
      1. Click Add New Tax
      2. Input the Tax Percentage
      3. Add the Tax Name
    4. Click Update Product

    Adding_Product_Tax_GIF.gif

     

    You may create a tax for the current invoice, or save it for later use directly from the invoice screen. If you wish to save it for later, add using the instructions above but make sure you do not select it after saving it in your list of taxes.


    Adding_Product_Tax_from_Invoice_Screen_GIF.gif

    You have the ability to update or delete your product taxes at any time. You are able to add multiple taxes to the same product, if applicable. Updates to the details of product taxes will only reflect on future invoices after the edits have been completed and saved. Changes to tax information will not update previous invoices created that include that tax.

     

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