You can add your business’s products or services, including pricing information, to the portal for future invoices and inventory management. This tutorial shows you how to add one of your products to your Payrix Pro account.
Audience: Merchant
Add a New Product (Item)
Complete all steps in the following sections to save a new product (item) to your portal account so that you can include it in future customer forms.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Access the Products Page
Click PRODUCTS under the Forms category in the left navigation panel to open the Products page.
Add a New Product
Click ADD PRODUCT in the upper-right corner of the page to open the Add Product dialog.
Enter the product name and price.
(Optional) Enter the product code and a description.
Click ADD to save the new product.
Result: The new product (item) appears in your Products page table. You can include the product in any payment pages or other forms that you create for your customers.
Next Steps
After adding the product to your account, review the following guides for information on related topics:
Create a One-Time Invoice: Create a new invoice for one-time use by one of your customers.
Create a Static Payment Page: Set up a payment page and share it with customers via email or by posting it on a webpage.