We know how much you juggle as a service business owner — time, tools, customers, and everything in between. That’s why keeping your products and services in the same place you send invoices and process payments can make a big difference. Less hassle, more time for what matters most.

Here’s how a centralized catalog helps:

• • Save time by quickly adding items to invoices without retyping details
  • Prevent errors with consistent pricing and tax settings
  • Get clearer insights into what’s selling and what’s not
  • Stay organized with everything in one place
  • Simplify your books for easier reporting and tax prep

In this guide, we’ll walk you through how to set up and manage your offerings in Payments Manager+.

Before you add anything

A little prep work goes a long way. Before adding your products or services, take a moment to check out your Units and Categories tabs — they’ll help you stay organized as your catalog grows.

Define your units
Think of units as how you measure or sell something — whether it’s a product or a service. This could be:

• Each (like a single lightbulb)
• Hour (for time-based services)
• Pack, gallon, or box (for materials and supplies)

To manage your list of units, head to the Units tab under Products & Services. Setting this up now means less confusion later when it’s time to invoice or report.

Create offering categories

Categories help you group similar products or services together — kind of like folders for your catalog. This makes it easier to manage on your end and gives your customers a clearer picture of what you offer.

For example, a category like Home Repair Essentials might include:

• Wall patch kit
• Caulking tube
• Screwdriver
• Stud finder

How to add your offerings

Once your categories and units are set up, it’s time to start building out your catalog.

There are a few different ways to add products and services in Payments Manager+, depending on what works best for your business. You can:

• Add a product manually
• Add a service manually
• Import products in bulk using a CSV file
• (Optional) Create bundles to group items into ready-to-sell packages

Whether you’re adding just a few items or importing a large list, we’ll walk you through each method step by step.

Adding products

Step 1: Go to Products & Services

Navigate to the Products & Services section and click Add Item on the first tab.

Step 2: Enter product details

Fill out the required fields:

• Item name
• Item category
• Location (or toggle to apply to all locations)
• Item unit
• SKU
• Price

Step 3: Save your product

Click Add new item to add it to your catalog.

Adding services

Step 1: Go to the Services tab

From the Products & Services section, click the Services tab and select Add Service.

Step 2: Enter service details

Fill out the required fields:

• Service name
• Location
• Price

Step 3: Save your service

Click Add Service to save it to your catalog.

Step 4: Add extra details (optional)

You can assign related items or team members (like a specialist or technician) to each service by clicking the pencil icon next to the associated service. This is also where you can go to edit service info or deactivate it.

Importing items in bulk

If you’ve got a longer list of products to add, importing might be your best bet.

Step 1: Download the template

From the Products & Services page, click Download template in the top right corner. You’ll get a blank CSV file with all the right columns pre-filled.

💡 Heads up: For smoother uploads, keep it to 500 items or fewer per file.

Step 2: Fill out your CSV

Open the file and enter your items’ info. These fields are required:

• Item name
• Item category
• Item unit
• SKU
• Price

Step 3: Upload your file

Back in PM+, click Import Products → Upload CSV → choose your file → click Open to start the upload.

Optional but powerful: Bundles

Bundles let you group related products into a single, easy-to-add package — perfect for things like starter kits or seasonal specials.

Here’s why bundles are worth your time:

• Save time by adding one bundle to an invoice instead of several items
• Boost sales by encouraging larger purchases
• Show value by packaging items that meet a specific need
• Simplify promotions with one price for the full set