Products, taxes and coupons
Product catalog, prices, taxes and discount codes.
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- How to create a discount couponIn Payments › Coupons, click Create Coupon, enter a name and code, choose percentage or fixed amount, set validity and limits, and click Create. Customers enter the code at checkout.
- How to create a product or service with a priceIn Payments › Products, click Create Product, add a name and description, and add a one-time or recurring price. The product is then available for invoices, estimates, payment links and order forms.
- How to import many products at once from a CSV fileGo to Payments › Products, click Import as CSV, download the sample file, fill in one row per product (name, price, SKU, description, category) without deleting any columns, upload the file, check the preview and click Import Products.
- How to limit a coupon to one product, price or variantGo to Payments › Coupons, create or edit the coupon and, in the product selection, expand the product to choose whether the discount applies to the whole product, all prices or variants, or only specific prices or variants. At checkout the coupon only applies to the option you picked.
- How to set up VAT and other taxes on your salesIn Payments › Settings › Taxes, choose whether prices include tax, create your rates (for example, VAT 20%) with Add Tax and attach them to products. You can also turn on automatic tax by country.