What you will accomplish

You will create products and services—reusable billing items your team can add to invoices, quotes, recurring plans, and customer checkout pages without retyping the same charge every time.

Good products use plain names customers understand, such as Monthly Climate Controlled Storage or Premium Detail Service.

When to set up products first

Set up products before your team sends many invoices or recurring charges. This is one of the best first steps when you turn on Payments for your facility.

Products and services are reusable billing items. They save time because your team does not need to type the same charge details over and over.

Use Products & Services to create items such as:

• Monthly storage
• Premium detailing
• Transport service
• Club membership
• Event registration
• Battery tender service
• Marketplace add-ons

Good products make invoices and quotes clearer for customers.

Before you start

• Know the name customers should see on invoices, quotes, and emails.
• Decide if the item is Recurring or One-time.
• Know whether the customer should pay immediately or on a statement, if your team uses statement billing.
• Know the default quantity and unit label, such as cars, months, services, or memberships.
• Ask a manager whether this item should be visible in checkout, the customer portal, or marketplace pages.

Open Products and Services

Go to Payments > Products. The page title is Products & Services.

This page shows each product, whether it is recurring or one-time, the price, status, and available options.

Create a product or service

1. Click Add Product

   In the top-right area of the Products page, click Add Product.

   Expected result: A window titled Create New Product opens.

2. Enter the product name

   Type a short, clear name. This name may appear on invoices, quotes, emails, and customer pages.

   Good examples: Monthly Climate Controlled Storage, Premium Detail Service, or Collectors Club Membership.

3. Add a description if customers need more detail

   Use the description to explain what is included. Keep it simple and specific.

4. Choose the customer type

   Select the customer type that best matches this product, such as Storage, Events, Detailing, Ancillary Services, or Marketplace.

   This helps your team group customers and understand what they buy.

5. Choose Recurring or One-time

   Select Recurring for charges that repeat on a schedule, such as monthly storage or membership dues.

   Select One-time for charges that happen once, such as a detail service, repair, or transport job.

6. Choose how to charge

   Select Immediate if the customer should be charged right away when the item is billed.

   Select Statement only if your team uses statement billing and wants charges to collect on a later statement date.

7. Set quantity details

   Confirm the default quantity and unit label. For example, monthly storage may use a quantity of 1 and a unit label of cars.

8. Create the product

   Click the create button. The system creates the product container, then takes you to the product detail page where you can add or review pricing options.

Review prices on the product detail page

After you create a product, the app opens the product detail page. This is where you add pricing variants—the actual dollar amounts customers pay.

1. Open the product from the list

   On Products & Services, click the product name.

   Expected result: You see Product Details near the top and Pricing Variants farther down the page.

2. Click Add Variant

   In Pricing Variants, click Add Variant.

   Expected result: A window opens where you enter the price name, amount, and billing frequency (for recurring products).

3. Name the price option

   Use a short internal name staff will recognize, such as monthly_standard or annual_prepay.

   Customers usually see the product name on invoices—the variant name helps your team pick the right option.

4. Enter the amount

   Type the price in dollars. Example: 500.00 for five hundred dollars per billing period.

   Why this matters: This is the base amount before any processing fees your facility passes through to customers.

5. Choose billing frequency (recurring products)

   For recurring products, pick how often the customer is charged—Monthly, Quarterly, Annual, or another interval your team uses.

   Expected result: The variant appears in the Pricing Variants table with the amount and interval.

6. Save the variant

   Click Save or Create in the window.

   Expected result: The new row appears under Pricing Variants. You can now use this product on invoices, quotes, and recurring plans.

7. Confirm the product is active

   Make sure the product status is Active before your team uses it on new charges.

   Expected result: The product appears when creating invoices, quotes, or recurring plans.

Recurring vs one-time

What success looks like

After you create a product or service:

• The item appears on the Products & Services page.
• Your team can add it to invoices and quotes.
• If it is recurring, your team can use it when creating recurring plans.
• The product detail page lets you manage price options and other settings.

Naming tips

• Use names customers can understand without asking your team.
• Include the time period when it matters, such as monthly or annual.
• Avoid internal abbreviations like "MCS" unless customers also know what they mean.
• Keep similar products named consistently, such as "Monthly Storage - Standard" and "Monthly Storage - Premium."

Troubleshooting

What to do next

After your products are ready, use them in Create an invoice, Create a quote, or Manage recurring billing.