Use Case: Add a New Product (Item)

You can add your business’s products or services, including pricing information, to the Portal for future invoices and inventory management in the Portal. This tutorial walks you through the steps to add one of your products to your Payrix account.

Objective

Save a new product (item) to your Portal account, so that you can include it in future customer forms.

Prerequisites

Prerequisites:

You must have a fully boarded account to perform any of the actions described in this use case guide.

Add a New Product (Item)

1. Access the Products Page

Click PRODUCTS under the Forms category in the left-hand navigation panel to open the Products page.

2. Add a New Product

• Step 1: Click the ADD PRODUCT button in the upper right-hand corner of the page to open the Add Product lightbox.

• Step 2: Enter the product name and price.

• Step 3 (Optional): Enter the product code and a description.

• Step 4: Click ADD to save the new product.

Result: The new product (item) appears in your Products page table.

Next Steps

Once the product is added to your account, review the following use case guides for additional information on related topics:

• Create a Static Payment Page: Set up a payment page and share it with customers via email or by posting it on a webpage. See the Create a Static Payment Page guide for more details.

Conclusion

Once the product is created, you can include it in any payment pages or other forms that you create for your customers.

References

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

• Products page

• Create a Static Payment Page