Products are non-appointment items you can add to invoices to charge a client. It can include anything from books, workshops, service charges, an initial balance, etc.
Note: To learn more about setting up your product list, refer to Adding a product.
You can add a product as a line item to any unpaid invoice. The product fee will reflect on the client’s overall balance.
How to add a product to an invoice
- Open the unpaid invoice.
- Click Edit.
Note: If the invoice is already marked as paid, you can delete it and recreate a new one. New invoices can be edited before they're saved. Refer to Creating invoices to learn more.
- Click + Add Line Item.
- Click + Add for the product you want to add. You can add as many as you need. Click the X when you’re done.
- After the product has been added to the invoice, you can make edits to the amount or description as needed.
- Click Save.
The invoice is now ready to be paid. If you need to make any changes, you can click Edit again at the top right corner as long as the invoice is in the unpaid status.
Tip: If you need to create an invoice with only products, see Creating invoices for non-appointment fees only: Charging for a Product in SimplePractice.