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Products (M)

The Products page contains a list of all of your products. You can search for an existing product in the table, add a new product, or access more information about a specific product. Products include items or services that you charge frequently or would like to notate in your invoices. New products become visible on this page once new invoices are made, or if you add a new product to the portal. You can also add products manually to the page.

Navigate to the Products page by clicking Products under Forms in the left-hand navigation panel.

Partial view of the Products page, including the Products Table and the ADD PRODUCT button.

Products Page Features

Click here to view the features of the Products page.

Products Table

The Products table contains a list of all products, and includes the following information in the default setting:

Products Table Column Name



The name of the product.


The price per unit.


The optional code assigned to the product.


An optional description of the product.

Products Table Action

The Products table supports the following actions: add a product, remove a product, and access more information.

To add a new product to the table, click the ADD PRODUCT button located in the top right-hand corner of the page to open the Add Product lightbox. Enter the descriptive information, and click ADD to add the new product, or discard your changes and return to the previous page by clicking CANCEL.

To remove a product from the table, click the TRASHCAN icon on the right-hand side of the table to open the Delete lightbox. Click CONFIRM to delete the product, or return to the previous page without deleting the product by clicking CANCEL.

To access more information about a product listed in the table, click any information in the row of a specific product to open the Product Details page.

Customize Your Products Table View

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Products table:

Click here to view Products table customizations.

Product Data

  • ID

  • Date Created

  • Created by

  • Date Modified

  • Modified By

  • Name

  • Price

  • Code

  • Description

  • Commodity Code

  • Custom

  • Unit of Measure

  • Status

Related Pages

Click the links or items on the page to access any of the following pages:


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