Catalog & pricing
Set up what you charge for and how — services, bundles, categories, discounts, tax, and payment methods.
This is the setup that powers billing. Get your services and prices right once, and every invoice afterward is fast and consistent. These all live under Settings.
In this section
- Service catalog — your menu of billable services.
- Service bundles — one-click groups of services.
- Categories — organize services and inventory.
- Discount profiles — recurring client discounts.
- Tax rates — the tax applied to invoices.
- Payment methods — how you accept payment.
Also under Settings
- Billing rules — set up automatic fees such as a travel fee for call-outs, a card surcharge, or a late fee. Find it at Settings → Billing rules.
Tip: Work through these in the order above the first time. Categories and tax inform how services behave, so doing them early saves rework.