Setting up products

Table of Contents

Setting up products

Create fee products for your society, including the tax amount charged on invoices.

1. Open the Products tab

In Account Settings, open the Products tab. The list shows Price (ex tax) and Tax Amount for each product.

Tax Amount

2. Create Product

Choose Create Product.

Create Product

3. Set the tax amount

Enter Price (ex tax) and Tax Amount. Tax Amount is the tax charged with this product in your default currency.

Tax Amount

4. Confirm the saved product

After you save, the product view shows Price (ex tax) and Tax Amount.

Tax Amount

Connected actions

Link the product on a form or put it in a product group so members can be charged when they request that form. Unpaid entries stay Pending Payment until paid.