Adding New Products

Quick Start

Navigate to the Products page and click the Create Product button to add new products to your catalog. Products can be reused across multiple invoices.

Product Types

PineBill supports two types of products:

Type	Description	Persistence	Use Case
Regular Products	Saved to your catalog and reusable across multiple invoices	Permanent	Recurring items, standard offerings
Temporary Products	Created on-the-fly during invoice creation, not saved to catalog	Invoice-only	One-time items, custom services

This guide covers Regular Products. For temporary products, see Creating Invoices - Temporary Products.

Product Fields

Field	Required	Description	Max Length	Notes
Name	Yes	Product or service name	100 chars	Displayed on invoices and in product lists
Model	No	Model number, SKU, or variant identifier	100 chars	Helps differentiate similar products
Price	Yes	Unit price in your default currency	-	Must be a positive number
Description	No	Detailed product information	500 chars	Shown in product lists and search results
Category	No	Product category for organization	-	Select from existing or create new category
Photo	No	Product image	-	Supports JPG, PNG, WEBP formats. Max 5MB
Active	Yes	Whether product is available for selection	-	Inactive products hidden from invoice creation

Creating a Product

Step 1: Open Product Dialog

Navigate to Products
Click Create Product button (top-right)
The product creation dialog will open

Step 2: Fill Product Details

Required Fields:

Product Name: Premium Laptop *
Price: 1299.99 *

Optional Fields:

Model: XPS-15-2024
Description: 15.6" display, 16GB RAM, 512GB SSD, Intel i7
Category: Electronics
Photo: [Upload image]
✓ Active Product

Step 3: Upload Photo (Optional)

Products with photos are easier to identify and look more professional:

Click the Upload Photo button or drag-and-drop area
Select an image file (JPG, PNG, or WEBP)
Maximum file size: 2MB
Image will be automatically uploaded to cloud storage
Preview appears in the form

Photo Tips:

Use square images (1:1 ratio) for best display
Recommended size: 500x500px minimum
Clear product images work best
Photos appear in product lists and the inline product search dropdown

Step 4: Assign Category (Optional)

Organize products by assigning a category:

Click the Category dropdown
Select an existing category
Or click Create New Category to add one
Categories help filter and organize your product list

See Product Categories for more details.

Step 5: Set Active Status

The Active Product checkbox controls visibility:

Checked (default): Product appears in search results and product selector
Unchecked: Product hidden from search and selection but remains in catalog

Temporary Products

Temporary products are created during invoice generation and are NOT saved to your catalog.

When to Use Temporary Products

One-time services or custom work
Client-specific items that won't be reused
Quick invoices without adding to catalog

Creating Temporary Products

During invoice or estimate creation, go to the Products tab
In the inline product row at the bottom of the table, type a product name that doesn't match any catalog product
Fill in the remaining fields in the same row:
- Model/SKU (optional)
- Quantity (defaults to 1)
- Price
Press Enter or click outside the row to add it
The product is added to the invoice but not saved to your catalog

You can also edit the name, model, quantity, and price of temporary products after adding them by clicking directly on the value in the table.

Temporary vs Regular:

Feature	Regular Product	Temporary Product
Saved to catalog	✓ Yes	✗ No
Reusable	✓ Yes	✗ No (one invoice only)
Has photo	✓ Optional	✗ Not supported
Has category	✓ Optional	✗ Not supported
Can be edited later	✓ Yes	✗ No

Common Errors

Product Categories - Organize products with categories
Product Properties - Add custom attributes to products
Creating Invoices - Add products to invoices

Product with this name already exists

Price must be a positive number

Photo upload failed

Cannot delete product

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