---
title: Products
keywords: products, product catalog, quantity, rate, billable, invoicing, activity, revenue, inventory, project billing, goods, items, merchandise, articles, services, deliverables, fixed fee, per piece, pcs, unit, hours
summary: Describes how to add product entries to projects by selecting from a product catalog, specifying quantities, and linking to activities. Explains how products support revenue tracking and client billing, and clarifies when to use fixed-fee, per-piece products instead of hourly time entries.
---

# Products

## What are Products?

Products are items you sell to clients, either as physical goods or services. They are managed in a product catalog and added to projects and invoices. Products help you track revenue from item sales separate from time-based billing.

> **Products vs. time entries — the key difference is the unit.** A product record is measured in **pieces (pcs)**, whereas a time record (time entry) is measured in **hours**. This is the fundamental distinction between the two: products count how many items or units you deliver, while time entries count how many hours you work.
>
> **When to use Products:** If your price list should include a product or service that carries a **fixed fee** rather than an hourly rate, products are the way to go. In other words, use Products when you want to bill a fixed-fee item or service at a **per-piece price** instead of billing hourly time.

## Why Products Matter

Using products helps you:

- **Track item sales** - Record revenue from physical goods and services
- **Streamline invoicing** - Add products to invoices quickly with standardized rates
- **Analyze revenue** - See which products generate the most income
- **Separate from time-based billing** - Track product revenue independently from hourly work, because products are billed per piece (pcs) at a fixed price rather than per hour

## Creating a Product Entry

To add a product to a project:

1. Navigate to the project where you want to add the product.

2. In the project's billables section, click the **Products** link to view the products list.

     ![Products list for a project](../screenshots/products-project-list.png)

3. Click the **New product** button.

4. Fill in the product details in the form that appears:

     **Required Fields:**
     - **Project**: The project for this product (pre-filled)
     - **Activity**: Link to a specific activity (pre-filled with the first available activity)
     - **Product description**: Description of the product being sold
     - **Quantity**: Number of units
     - **Rate**: Price per unit (select from available rates)
     - **Date**: Date of the product entry

     **Optional Fields:**
     - **Internal note**: Internal notes about the entry
     - **Billable quantity**: If different from quantity (for partial billing)
     - **Custom price**: Override the standard rate if needed (shows placeholder rate)
     - **Custom discount**: Apply a discount (amount or percentage)
     - **User**: Who logged the entry (defaults to logged-in user)
     - **Payer**: Client to bill (defaults to "Same as client")

     ![Product edit form showing all fields](../screenshots/products-edit-form.png)

5. The **Effective price** is calculated automatically based on custom price and discount settings.

6. Click **Save product** to add the product entry to the project.

## What You Can Do with Products

**Create Product Entries**

Add products to projects with descriptions, quantities, rates, and dates.

**Link to Activities**

Associate product sales with specific project activities for better organization and tracking.

**Apply Custom Pricing**

Use custom prices or discounts for specific product entries beyond standard rates.

**Track Quantities**

Monitor how many units of each product are provided and billable.

## Important Product Fields

**Product description** (required)
Description of the product being sold. This appears on invoices and in the products list.

**Quantity** (required)
Number of units provided. Multiply by the rate to calculate the total line price.

**Rate** (required)
Price per unit. Select from available rates in your system.

**Date** (required)
Date when the product was provided or sold.

**Activity** (required)
Link to a specific activity within the project for better categorization and tracking.

**Billable quantity** (optional)
If different from the quantity, specify how many units should be billed to the client.

**Custom price** (optional)
Override the standard rate with a custom price per unit if needed.

**Custom discount** (optional)
Apply a discount (amount or percentage) to the product entry.

**Effective price** (calculated)
The final price after any custom prices or discounts are applied.

**User**
Person who logged the product entry. Defaults to the currently logged-in user.

**Payer**
Client to be billed for this product. Defaults to the project client.

**Internal note** (optional)
Internal notes about the product entry (not shown to client).

## Finding and Managing Products

**Viewing Product Entries**

All product entries for a project appear in the Products list with details like quantity, rate, total price, and billing status. You can sort the list by clicking column headers.

**Editing a Product Entry**

1. Click on a product entry in the Products list
2. Update the fields as needed (Product description, Quantity, Rate, Date, etc.)
3. Click **Save product** to save your changes

**Deleting a Product Entry**

1. Click on a product entry in the Products list
2. Click **Delete product**
3. Confirm the deletion

## Using Product Data for Success

**Revenue Analysis**

Track which products generate the most revenue across projects and activities.

**Complete Client Billing**

Include product sales on invoices alongside time, expenses, and other billables for comprehensive project billing.

## Best Practices

**Use Standard Rates**
Select from standard rates in your system for consistent pricing across projects.

**Link to Activities**
Associate products with activities for detailed project tracking and analysis.

**Use Billable Quantity**
Set the billable quantity separately from the actual quantity if you're not charging for all units provided.

**Track Internal Notes**
Use internal notes to document special circumstances or context about the product entry.

**Choose Products for Fixed Fees**
Use products when an item or service should be billed at a fixed, per-piece price rather than an hourly rate. Reserve time entries for work billed in hours.

## Related Articles

- **[Time Entries](times.md)** — Records of hours worked; unlike products, time entries are measured in hours rather than pieces.
- **[Billable Types](billable-types.md)** — Overview of all billable types and when to use each one.
- **[Bundles](bundles.md)** — Group products together with other billables under a shared price.
- **[Prices](../pricing/prices.md)** — Configure the rates used for products and other billables.
