Build your product & service catalog
Organize everything you sell — with categories, default units, tax, and cost tracking — so invoicing is a click.
Your catalog is the list of everything you sell. Once it's set up, adding items to an invoice or estimate is a click — and a few extra fields make it work harder for you.
New to the catalog? Start with Add a product or service. This one's about getting more out of it.
Organize with categories
Group items into categories (create them as you go) so a long catalog stays easy to scan. Products and services are already kept in their own sections.
Set smart defaults
For each item you can set:
- A default unit — each, hour, day — so quantities read correctly.
- A tax rate, applied automatically wherever the item is used.
- A cost basis — what the item costs you — so Papertools can show your margin.
These carry onto every document, and you can still override them per line.
Keep it current
Edit an item any time to update its price or details. Changes apply to new documents from then on; anything you've already created keeps the price it was issued with.
Add a cost basis to your items and your reports can show profit margin, not just revenue.