Creating Agency Products

As an Agency you can sell Products and Plans to your Clients. To create a Product or Plan follow these steps.

1. Login to your account and click Clients from the drop down menu in the top right.

2. Click on the Products tab and click the button labeled "Add Product".

3. Enter a name, price, and description of the Product or Plan.

4. Select whether you'll be billing for this Product one-time or on a recurring basis. If selecting the recurring option select the interval at which to create the recurring charge. You can select from Daily, Weekly, Monthly, or Yearly.

5. Finally click the button labeled "Save" and the Product is created. You will now be able to add that Product to an Invoice. Any Invoice created with a recurring Product will be automatically generated at the selected interval whether that be Daily, Weekly, Monthly, or Yearly.

6. You can edit a Product under the Products tab by clicking the overflow menu and selecting the option to Edit Product. 

(Note once a Product is created you can only edit the name, description, and whether a product is a one-time charge or recurring, but not the price. You must create a new Product if you wish to change the price. That's because the price of the Product can not be changed on past Invoices. For this reason Products can only be Archived rather than Deleted as well.)