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Build a catalog of services and products your team charges for. Catalog items appear in Invoice line-item pickers and sync to Stripe so your pricing is consistent across all billing channels.

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What it does

  • Item creation — Name, description, unit price, currency, and unit (hour, license, seat/month, etc.)
  • Stripe sync — Push items to Stripe as Products and Prices; pull items from Stripe to keep in sync
  • Invoice picker — When creating an invoice, pick from the catalog to auto-fill description and amount
  • Pricing consistency — One catalog drives both PSA invoices and Stripe pricing
  • Archival — Hide inactive items from the picker while keeping historical invoices intact

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How to add a catalog item

1

Open the Service Catalog

In the PSA module sidebar, click Catalog.
2

Click Add Item

Enter the item name (required), description (optional), unit price (required), currency, and display unit.
3

Save the item

Click Create item. The item is saved and marked Not synced (waiting to be pushed to Stripe).
4

Sync to Stripe

Click the sync icon next to the item. It’s pushed to your Stripe account as a Product and Price; status changes to Synced.

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How to sync from Stripe

Initial Stripe sync runs automatically when you first connect Stripe (see Stripe integration setup). Every Stripe Product + Price pulls into the catalog within seconds — you don’t need to click Sync from Stripe for the first pull. Use this action only when you’ve added new products on the Stripe side and want them in the catalog now.
1

Click Sync from Stripe

At the top of the catalog list, click Sync from Stripe.
2

Confirm the import

Click Import in the modal. All Products and Prices from your Stripe account are pulled into the PSA.
3

Review imported items

New items are created; items with matching Stripe IDs are updated. You’ll see a summary (e.g. “5 imported, 2 updated”).

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Using the catalog on invoices

When creating or editing an Invoice, for each line item you can:
  1. Click Pick from catalog
  2. Select an item from the dropdown
  3. The description and unit price auto-fill
  4. Edit if needed; the catalog binding is cleared if you change description or amount
If an item is later archived, historical invoices keep referencing it; it just won’t appear in the picker for new invoices.

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Pricing and currency changes

If you edit a catalog item’s unit price or currency:
  • Future invoices use the new value immediately
  • Existing invoices retain the price at time of generation
  • The next Stripe sync creates a new Stripe Price (the old price remains on historical invoices)

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Archiving items

Click Archive to hide an item from the invoice picker. The item is marked Archived and won’t appear in new invoices. Historical invoices continue to reference it.

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Frequently asked questions

The catalog stores one price per item. For customer-specific pricing, add manual line items to invoices instead.
Any ISO 4217 currency code (USD, EUR, GBP, etc.). Enter the 3-letter code when creating or editing an item.
Yes. Sync from Stripe pulls all Stripe Products and Prices. Items with matching Stripe IDs are updated; new items are created. Stripe-only changes must be re-synced.
Create a new item with the same details, or contact support to restore the archived item.