Add a product or service

Save the things you sell once, then add them to any invoice or estimate with a click.

Getting started

If you sell the same things over and over, save them once as catalog items — then add them to any invoice or estimate with a click, instead of retyping the description and price each time.

Papertools splits your catalog in two: Products (physical goods) and Services (work you charge for). They work exactly the same way.

Add one

  1. Open Catalog → Products (or Services) and choose New.
  2. Enter a name and a sale price — that's the minimum.
  3. Add anything else that's useful: a description, a default unit (each, hour, day…), a tax rate, or a category to keep things organized.
  4. Save.

Now it's ready to drop onto any document — pick it from the line-item list and the description, price, and tax fill in automatically.

You don't have to build a catalog — you can always type line items directly on an invoice. It just saves time when you sell the same things regularly.

Got a long list already? Import it from a spreadsheet — look for Import on the Products or Services page. (See Import from a spreadsheet.)

Still stuck? Contact us — a human reads every message.All help articles