BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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  • Creating a Product Group
  • Creating a Product
  • Create Additional Products/Groups

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  1. Tutorial 1: The Basics

3. Create a Product

Previous2. Create a CustomerNext4. Create an Invoice

Last updated 3 years ago

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To create a new product, navigate to 'Products' in the BestInvoicing menu to the left:

In , a product always belongs to a product group. How you name a product group and which products you link to it will depend on your business type and commercial activities.

A product group may relate to specific products, but also to more general services. Some examples:

PRODUCT GROUP
PRODUCT

Flour

Cornflour

Whole wheat flour

Shipping costs

< 10 km radius

10 km - 50 km radius

Certificates

Conformity check fire extinguishers

Conformity sprinkler system

Labor

Tiling

Leveling

Creating a Product Group

The first step is creating a product group.

  1. Click the green button 'Add Product Group' at the top right corner

  2. Give your Product Group a name and click 'Add'

In this tutorial, the BestInvoicing user is a fictional telecom company. A first product group is called 'Appliances'.

Creating a Product

You can now add individual products. Click the blue 'View' button - located next to the name of your product group. You'll see that there are no products in the list yet: you can create these by clicking the green button 'Add Product' at the top right corner.

The product automatically receives a serial number and the product group name is completed (if you have already created multiple product groups, you can select another product group from the drop-down menu).

Name your product and (optionally) provide a description. If desired, you can also enter the purchase price, sales price, appropriate VAT percentage, ...

Here you'll automatically see the default VAT percentage, if you use e.g. co-contracting or intra-community transactions on the invoice, this will be adjusted automatically.

The abovementioned VAT systems are related to specific EU-regulations. For more country-specific options, refer to a local version of the Software.

Is the price of your product variable? Then price it at $0 or give it a commonly used price, and manually adjust this later per invoice.

Click the green button 'Add' at the bottom to save your product. You are now directed to the completed product file (in this example: a router).

To go back to the overview of your product group, click the white 'Back' button at the top. Your product group (example: Appliances) will now already contain one product (example: Router).

To add additional products within this group, click the green "Add Product" button at the top right.

Create Additional Products/Groups

Do you want to add another product group?

  1. Click 'Products' in the menu to the left to display the overview of existing product groups.

  2. Create a new product group by clicking the green button 'Add Product Group' at the top.

  3. Name this group: you're ready to add products to it.

In the example below, a second product group called 'Labor' was created. This includes e.g. the services provided by the company: installation and connection of the appliances.

Once the products or services you need are entered, you are ready to create an invoice.

BestInvoicing