To sell Products, you first need to create those products and assign any taxes.

Start by creating any taxes that should be applied to Products. Go to Finance > Settings > Define Taxes to set the Product Tax names, descriptions, rates and effective dates.

Go to the “Assign Taxes” section to assign the taxes to Products so that when you create your Products the tax is automatically linked. NOTE: If you created products before setting up your taxes, you will need to return to edit those products and add the taxes manually. Taxes will only be assigned to newly created products once the tax has been created. We recommend defining and assigning taxes before adding a multitude of products as this will save time later.

Next, to create Products, go to "Products" from the main side menu and click the “+ Product” button.

Give the product a Name and optionally a Description. Note: Products are not publicly displayed for sale, so the description is for internal use only.

In the Fee section set the price, choose if the price is Variable (the fee can be edited when being added to the invoice), and ensure the appropriate product tax rate(s) are applied and if the tax is included or added on top of the fee. Then Save.

Once products have been created, you can sell those products from 2 places. The process of adding a Product to the invoice is essentially the same, except for how you access the invoice.

1. Any Appointment

From the admin calendar, open an appointment and go to the Invoice section, choose the “+ Add Item” button. The product sale is then associated with the appointment.

2. Finance > Invoices/Receipts

From here you can create a standalone invoice that is not related to an appointment. Select the "+ Create New Invoice" button and search for the client you're selling the product to.

Once the invoice is opened, go to the "+ Add Item" button to search for the product. Products are listed below all Services, you can also type the first letters of the product for a quick search.

Once the product is selected, you can set a Variable fee if you setup the Product as such, set a quantity and attribute the sale to any of your Service Providers. Then click the "+ Add" button.

Note: The Sale Attribution allows you to track who sold the products if that is a consideration in your business. That information is included in the Reports > Sales Report - Products.