The catalog is where you can build and manage a reusable library of products and billable metrics. Adding products and billable metrics in the catalog makes them available to select from when building plans, quotes, and subscriptions, but products can also be created directly in those workflows.
Note: To set product types (Standard, Non-displayed charge, or Optional add-on), create a plan from Catalog > Plans and add products to the plan.
Add products to the catalog
In the Products tab of the catalog, you can add/edit products or services you provide to customers.
Head to Catalog > Products.
Click + Add product, then enter the following:
Product name (required)
Product SKU (optional)
Product description (optional)
Sales tax mapping (optionally select a Tax category for the Anrok integration)
Click Save.
The product will appear in the products table and be available for selection on quotes, subscriptions, and invoices.
Assign a tax category to a product
If Anrok is connected, you can assign a tax category to a product when you create it, or on an existing product that does not have one yet.
In the Sales tax mapping section, select a category from the Tax category dropdown. The list of categories comes from your Anrok account.
Confirm your selection in the Confirm tax category dialog.
Save the product.
Add billable metrics to the catalog
In the Billable metrics tab of the catalog, you can create and edit usage-based metrics for products your company provides to customers. To add a new billable metric:
Head to Catalog > Billable metrics.
Click + Add billable metric, then enter the following:
Name (required)
Unit display name: By default, it is
unitsEvent key (optional): An event key is necessary if you are recording usage via API.
Click Save.
The new billable metric will appear in the billable metrics table and be available for selection on quotes, subscriptions, and invoices when adding line items with usage-based pricing.