Adding Products to the Payment System

This guide walks you through how to create and manage products in the Payments section of the platform. These products can be linked to funnels, invoices, or used in other payment processes as needed.

Step-by-Step: How to Add a Product

1. Go to the Payments Section
   Navigate to:
   Payments > Products

2. Click on “Create Product”

3. Enter Product Details:

   • Product Name – The name that will appear on invoices and payment links.

   • Description (optional) – Add a brief note or details about the product if needed.

   • Price – Set the price of the product in dollars.

4. Save the Product
   Once all details are filled out, click Save to finalize.

Visual Walkthrough

Check out this Loom video for a step-by-step demo:
Watch the Loom

Tips & Reminders

• Products created here can be reused across multiple funnels, forms, or invoices.

• Make sure to keep product names clear and consistent for reporting and tracking.

• Descriptions can help clarify usage, especially for internal teams or recurring service items.