Creating and charging products

Products allow you to bill clients for items and charges that aren’t tied to an appointment. This includes things like online courses, workshops, fees, or other one-time or recurring charges used in special billing scenarios. You can create products in your settings and add them to invoices as needed.

In this guide, we'll cover:

• Adding a product
• Charging a product with an appointment
• Charging for a product only
• Billing for packages, balances, and discounts

Adding a product

To add a product to your account:

1. Navigate to Settings > Services and products > Products
2. Enter a product name and price

3. Click Save changes

Charging a product with an appointment

If you’ve already created an invoice for an appointment, you can add a product as an additional line item as long as the invoice is unpaid. The product fee will be added to the invoice total and reflected in the client’s overall balance.

To add a product to an existing invoice:

1. Open the unpaid invoice
2. Select More > Edit

3. Click + Add Line Item
4. Click + Add next to the product you want to include

5. (Optional) Update the Description and Amount, as needed
6. Click Save

Charging for a product only

There may be times where you need to create invoices for non-appointment fees only. In these cases, you can create stand-alone invoices to charge your client for products only. To do this:

1. Go to the client’s profile > Billing tab
2. Select New > Invoice
3. Click Create Blank Invoice
   • If there are any uninvoiced appointments, you'll need to create invoices for them before you can create a blank invoice

4. Click + Add Line Item
5. Click + Add next to the product you want to include
6. (Optional) Update the Description and Amount, as needed
7. Click Save

Billing for packages, balances, and discounts

You can use products to bill for packages, initial client balances, and discounts, depending on your billing needs.

• Packages are typically billed upfront using a product. Once paid, the amount becomes a credit that you can apply to future appointment invoices as appointments in the package take place.

• Initial client balances can be added using a stand-alone, product-only invoice, allowing you to bill for an existing balance without linking it to an appointment.

• Discounts can be added using either a service code or a product with a negative rate. The option you choose affects how the discount appears on invoices and superbills.

Follow the relevant product and invoice workflows above based on the billing scenario you’re setting up.