Managing your Catalog

Organize your products and services to make invoicing and booking seamless for your customers.

Catalog Overview

Your **Catalog** is a collection of everything you sell. It is split into two primary types:

Services

Labor-based offerings like consulting, repairs, or coaching. These often have varying durations.

Products

Physical or digital goods like equipment, eBooks, or merchandise.

Syncing to Stripe

To use your services and products in invoices or subscription plans, they must be synced to your connected Stripe account.

Why Sync?

Syncing ensures that Stripe has the correct pricing and tax information for every item. This allows for automated calculation of taxes and secure payment processing.

Adding and Editing Items

Management of your catalog happens in the **Catalog** tab.

  • Add Item: Click the plus icon to add a new service or product. Include a clear name, description, and price.
  • Edit Item: Click on any existing item to update its details. **Note:** Updating a price will only affect future invoices.
  • Archive: If you no longer offer a service, archive it to remove it from your active list while keeping historical records.

Next: Customer Management

Now that your catalog is ready, learn how to manage your customers and view their financial relationship with your business.

Organize your clients

Sync your client database with Stripe for effortless invoicing.

View guide: Customer Management

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