How to create a fixed price product

Quick answer

Create a fixed price product for services invoiced at the same amount every billing period — monthly, quarterly, or annually. Set the pricing type to Fixed, enter the amount, and the product will appear as a consistent line item on every invoice generated from contracts that include it.

Who can do this

• Company Owners and Company Admins can create and manage products. Company Admins may be restricted if the Allow only Company Owners to add and update products setting is enabled.

Creating a fixed price product

1. Open Settings & Apps > Billing > Setup > Articles and click + Add.
2. Enter a descriptive name for the product (for example “Bookkeeping”).
3. Set the pricing type to Fixed.
4. Enter the fixed price amount for the billing period.
5. Set the appropriate tax rate.
6. Click Save.

Using placeholders in product descriptions

Placeholders can be added to the product name or description to automatically display information like the billing period on generated invoices. For example, “Bookkeeping for ##{{invoice_period}}” becomes “Bookkeeping for January 2026” when the invoice is created.

See Billing placeholders for the full list.

Troubleshooting

The product does not appear on the invoice

Verify that the product has been added to the client’s contract and that the contract covers the current billing period.

The price on the invoice is incorrect

Check the product configuration in Settings & Apps > Billing > Setup > Articles to ensure the correct fixed price amount is entered.

Placeholders are showing as raw text instead of actual values

Placeholders are only replaced when the invoice is generated, not in the product preview. Use the correct ##{{placeholder_name}} format.