Creating a General Product

This article outlines how you can create a general product. You can set the price for each product sold.

Follow these steps

1. On the menu bar, select Create → General Product.

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2. From the General tab, fill in the Product Title, select a Bank Account from the drop down list of bank accounts set up and set a Cost for the product.

There is an option to switch Fixed Cost on or off:

  • If it is switched to YES this means that the admin needs to add a price in for the product

  • If its switched to NO it means that the admin does not select a cost so the user can enter in the amount they want to pay; this is mainly used for people paying off invoices in schools or business

Offer Sign In/Sign Up, this option allows you to decide if you require your user’s to sign in or sign up when purchasing a particular item.

Turn this option to YES if you require full information from the user making the payment.

Turn this option to NO if you are happy for this payment to be a guest payment, the user will only be required to enter in their email address.

  • Note this option will only work if you have already enabled guest payments here.

  • Payments will appear as Guest on your reports.

  • If you require more information from your user you can always add questions to the product.

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3. On the Description tab, you can fill out the following fields.

  • Category - Pick from the pre-defined list, or start typing in a new Category that you wish to define.

  • Description - Enter in any information about the product that you want the user to see.

  • GL Code - Select from your list of pre-defined of GL Code to help with reporting. Read more about GL Codes here.

  • Add Image - Choose to add an image to your product that will display to users. Choose to upload your own image or select from our catalogue of images.

4. Recurring will by default be set to No but can be toggled on. You can read more about setting up a recurring plan here.


5. Questions can be added on the Questions tab, with the option to make them mandatory. You can read more about Questions here.

6. Fill out the Receipt tab if you would like to include a message that users will see on their receipt and click Save.

7. If you wish to publish the product straight away, check the Publish tick box.

Look out for the ? symbol beside each field to view the tooltip for some extra information.

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