Setting Up Products and Pricing
Create products with prices in COFFEE CRM so you can reuse them on invoices, payment links, and order forms.
For: Admin and Marketing Users
Time: 10 minutes
Before You Begin
- •Connect at least one payment processor.
- •Know the product name, price, and a short description.
Instructions
1
Open the Products Area
In the left sidebar, click "Payments", then "Products". This is your product catalog — everything you can sell through invoices, payment links, and funnels lives here.
[SCREENSHOT NEEDED: Payments > Products list view with Add Product button]
2
Create a New Product
Click "Add Product" or "Create Product". Enter the product name and a short description. The description is what customers see on an order form or invoice line item.
[SCREENSHOT NEEDED: New product form with name and description fields]
3
Set the Price
Enter the price and choose whether it is a one-time charge or a recurring subscription. For recurring products, set the billing interval — monthly, weekly, or annually. You can also add a trial period if needed.
[SCREENSHOT NEEDED: Product pricing fields with one-time and recurring options]
4
Add Tax and Fulfillment Details
If the product is taxable, enable tax and select the appropriate tax rate. Add any fulfillment details, like a download link or delivery instructions, that should trigger after purchase. Your available options may differ based on your COFFEE CRM plan and user permissions.
[SCREENSHOT NEEDED: Product tax and fulfillment settings panel]
5
Save the Product
Click "Save". The product now appears in your catalog and can be added to invoices, payment links, and order forms without re-entering the price each time.
[SCREENSHOT NEEDED: Saved product appearing in the products list]
What Success Looks Like
- The product appears in your products list with the correct price.
- You can select the product when creating an invoice or payment link.
Common Mistakes
- × Creating products on the fly inside invoices instead of saving them to the catalog, which forces you to re-enter pricing every time.
- × Setting a recurring price when you meant to charge one time, or vice versa.
Troubleshooting
If A product does not appear when creating a payment link:
Confirm the product was saved in Payments > Products. If it is a recurring product, make sure your connected processor supports subscriptions.
Last updated: 10/1/2026