Use Case: Add a New Product (Item)

You can add your business’s products or services, including pricing information, to the portal for future invoices and inventory management. This tutorial walks you through the steps to add one of your products to your Payrix account.

Open

Partial view of the Products page.

Prerequisites

Add a New Product (Item)

Access the Products Page

Click PRODUCTS under the Forms category in the left navigation panel to open the Products page.

Add a New Product

1. Click ADD PRODUCT in the upper-right corner of the page to open the Add Product lightbox.

2. Enter the product name and price.

3. (Optional) Enter the product code and a description.

4. Click ADD to save the new product.

Result: The new product (item) appears in your Products page table.

Next Steps

After adding the product to your account, review the following use case guides for additional information on related topics:

• Create a Static Payment Page: Set up a payment page and share it with customers via email or by posting it on a webpage.

Conclusion

After the product is created, you can include it in any payment pages or other forms that you create for your customers.

References

Click the links or items below to access any of the following pages:

• Products page

• Create a Static Payment Page