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Create your product and service library
Create your product and service library

Use your product and service library in agreements, projects, and invoices.

Michelle Lee avatar
Written by Michelle Lee
Updated over a week ago

Easily keep your products and services and your rates for them in your product and service library. Each time you add a product and service, it will be available for you to use as you create projects with per item pricing and invoices with additional items that are not tracked in project management.

You will use your product and service library and per item pricing as your fee structure if you have a project that has several different tasks that are billed at different rates.

Anytime you create a new product or service, no matter which feature you begin from, that product or service will be saved for future use everywhere in Moxie. Edit it from anywhere by clicking the pencil icon. Remove a product or service with the trash can icon.

Set up your product and service library

Click workspace settings in the lower left and then products & services. Click the + to add a new product or service.

If you would like to set a specific rate for clients that you bill in a different currency, choose the currency and then "+ Add new rate." We will automatically apply the correct amount based on your client's set currency.

Where to use your product and service library

Agreements

you can add per item pricing to your fee structure project block. Click "Set up fees" in a new project block header and choose "Per item" as the fee type.

Click on a task or add a new task. Click "Products and services" to add a pricing structure from your product/service library or create a new pricing structure.

Then click each deliverable to add the pricing. Choose "Select product/service" to choose your product and it's associated fees for this deliverable. You can also add a new product or service here and it will be saved in your product and service library.

Projects

In project management, click a project then "Edit." Choose "Per item" as the project fee type. When you add a task to this project, you will need to set it's price from your product and service library.

Click "Select product/service" to access your product/service library or add a new pricing structure. After you have selected the product or service for your task make sure you update the number of units that you will charge for with this task. It may be 1 if you set up a larger fee for one product or 1000 if you are a content creator and you charge by word.

Invoices

When you create an invoice, choose "Add new line item" to access your product/service library. Use a saved product or service or create a new one.


โ€‹Pro tip: You can add this item to a project by hovering over the line in the invoice and clicking "Add to project."

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