Products are the goods and services you invoice. When a product has a fixed price, VAT code and account, your invoice lines are correct without you having to fill in everything every time.
How to create a product
Go to Products in the main menu and click + New product in the top left.
Fill in the fields (see below).
Click Create product.
Other places you can create a product
Dashboard: the New product button under Quick actions.
Directly from the invoice: type the name of a new product in the product field on an invoice line, and choose New product: <the name> in the list that appears. The New product form opens with the name already filled in. When you click Create product, the product is added to the line with its price and VAT code.
The fields in the form
Fields marked with * are required.
Product* – product number and Product name. The product number is suggested automatically, but you can change it.
Type* – Consumable or Service.
Unitcode* – e.g. item or hour.
VAT code* – the rate used when the product is invoiced. VAT codes are shown with their Norwegian names, e.g. 3: (25%) Utgående avgift, høy sats for the standard rate. If the company is not VAT registered, use VAT code 6 (0%).
Account* – the revenue account the sale is posted to, e.g. 3000 or 3020. When you choose an account, the VAT code is filled in automatically from the account – check that it is correct.
Net price* – price excluding VAT.
Gross price – price including VAT. You can fill in either the net price or the gross price, and the other is calculated automatically from the VAT code.
Category – optional. Used to group products. You create categories under Products → Categories.
Description – optional.
Editing a product
Go to Products → Product lists.
Click the product name, or the pencil icon (Edit product) on the right of the row.
Make your changes and click Save changes.
The History tab in the form shows who created and changed the product.
Can I delete a product?
Products cannot be deleted, but you can set them as inactive: click the Set to inactive icon at the far right of the row in the product list, and confirm with the check mark when Are you sure? appears.
Inactive products are hidden from the list by default. Switch the Active dropdown at the top of the product list to Inactive to see them – there you can also click Set to active to use a product again.
Frequently asked questions
I can't see the «New product» button, or I get «You don't have permissions to save»
Your user does not have access to create and edit products. Ask an administrator at the client to give you access. See Access control and user permissions in Catacloud.
I can't find Products in the main menu
Your user does not have access to products. Ask an administrator at the client to give you access (see the link above).
Which VAT code and account should I choose?
It depends on what you sell and whether the company is VAT registered. See Enabling VAT invoicing, and ask your accountant if you are unsure.
When should you contact us?
If you can't create or save a product, contact us and include:
Which client it concerns
Which product you tried to create or change
The exact error message (a screenshot helps)