How to create a product or service with a price

Step by step

1. In the left menu, open Payments and click the Products tab.
2. Click Create Product.
3. Enter the product or service name and a description (this is what the customer sees).
4. Add one or more images. They show automatically on payment links.
5. In the Pricing section, add a price and choose the type:
   • One-time: the customer pays once.
   • Recurring: the customer pays every period (for example, monthly).
6. Enter the amount. For a recurring price, choose the frequency and, if needed, set up:
   • a setup fee (charged once at the start);
   • a trial period;
   • the number of payments, if billing should end.
7. (Optional) Check Attach Tax Rates and choose the tax rate that applies to this product.
8. (Optional) Check Add Margin and enter the cost price to track profit. Customers never see this value.
9. Click Save.

Import many products at once

1. In Payments › Products, click Import as CSV.
2. Download the sample file shown in the pop-up.
3. Fill in one row per product without deleting or renaming any columns (leave fields that don't apply blank, such as weight or inventory for services).
4. Save the file as .csv, upload it, review the preview and click Import Products.