Payments & Invoicing
Products and Price Management
Payments & Invoicing
Products and Price Management
Lead Fuel CRM lets you create a product catalog to use across invoices, order forms, funnels, and checkout pages. Manage your products, services, and pricing in one central location.
Creating a Product
Step 1:Navigate to Payments > Products from the left sidebar.
Step 2:Click "Add Product" to create a new product or service.
Step 3:Enter the product name and a description.
Step 4:Set the price. You can configure one-time pricing, recurring pricing, or both.
Step 5:Upload a product image if applicable.
Step 6:Assign the product to a category for organization.
Step 7:Click "Save" to add the product to your catalog.
Pricing Options
Lead Fuel CRM supports flexible pricing configurations:
- One-Time Price: A single payment amount for the product or service.
- Recurring Price: Automated billing at a set interval (monthly, quarterly, annually).
- Payment Plans: Split a total amount into multiple installments over a defined period.
- Setup Fees: An initial fee charged in addition to recurring payments.
- Free Products: Products with no charge, useful for lead magnets or trial offers.
- Variable Pricing: Allow customers to enter their own amount (useful for donations or custom quotes).
Product Categories
Organize your products into categories for easier management:
- Create categories like "Services," "Digital Products," "Subscriptions," or "Add-Ons."
- Filter your product list by category when building invoices or order forms.
- Categories help keep your catalog organized as it grows.
Using Products in Your Business
Once created, products can be used across the platform:
- Add them as line items on invoices.
- Include them on order forms in your funnels.
- Attach them to membership and course offerings.
- Reference them in proposals and estimates.
Tip: Create products for all of your standard services and packages. This saves time when creating invoices and ensures consistent pricing across all your sales channels.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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