> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regentra.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Catalog

> Define reusable products and services for invoices; sync pricing with Stripe in both directions.

Build a catalog of services and products your team charges for. Catalog items appear in [Invoice](/psa/invoices-quotes) line-item pickers and sync to [Stripe](/integrations/stripe) so your pricing is consistent across all billing channels.

## 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

## How to add a catalog item

<Steps>
  <Step title="Open the Service Catalog">
    In the PSA module sidebar, click **Catalog**.
  </Step>

  <Step title="Click Add Item">
    Enter the item name (required), description (optional), unit price (required), currency, and display unit.
  </Step>

  <Step title="Save the item">
    Click **Create item**. The item is saved and marked **Not synced** (waiting to be pushed to Stripe).
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## How to sync from Stripe

<Note>
  Initial Stripe sync runs **automatically** when you first connect Stripe (see [Stripe integration setup](/integrations/stripe)). 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.
</Note>

<Steps>
  <Step title="Click Sync from Stripe">
    At the top of the catalog list, click **Sync from Stripe**.
  </Step>

  <Step title="Confirm the import">
    Click **Import** in the modal. All Products and Prices from your Stripe account are pulled into the PSA.
  </Step>

  <Step title="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").
  </Step>
</Steps>

## Using the catalog on invoices

When creating or editing an [Invoice](/psa/invoices-quotes), 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.

## 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)

## 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.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I have different prices for different customers?">
    The catalog stores one price per item. For customer-specific pricing, add manual line items to invoices instead.
  </Accordion>

  <Accordion title="What currencies are supported?">
    Any ISO 4217 currency code (USD, EUR, GBP, etc.). Enter the 3-letter code when creating or editing an item.
  </Accordion>

  <Accordion title="Can I import products from Stripe?">
    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.
  </Accordion>

  <Accordion title="What if I archive a catalog item by mistake?">
    Create a new item with the same details, or contact support to restore the archived item.
  </Accordion>
</AccordionGroup>