Cross-product featuresCatalog and line items

Manage line items and your catalog (Portal)

Add, edit, find, and delete products and services in the Payabli Portal
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Applies to:PartnersPaypoints

If you bill customers or pay vendors for the same products and services repeatedly, save them to your catalog. You can then add catalog items as line items to invoices, transactions, and autopays instead of entering the details each time.

To access your catalog, navigate to Pay In > Catalog.

Catalog items added from Pay In > Catalog are available for invoices and incoming payments (Pay In) only. To create items for bills (Pay Out), use the API. See Manage Line Items (API).

Add an item

To add a new item to your catalog, follow these steps:

  1. Click the Add Product/Service button from the main catalog view.
  2. If you’re logged into an organization, select a paypoint from the dropdown in the Add Item modal.
  3. Enter these details:
    • Product or service name
    • Item cost
    • Item code
    • Description
  4. Click Add to save the new item.

You can also build your catalog as you go. From any transaction flow — invoices, transactions, autopays — click Search or add item, then Add Item to Catalog to open the same form. The item saves to your catalog for future use.

Find an item

Use the Filters button to filter on any of these columns:

  • Item Name
  • Item Code
  • Item Cost
  • Item Description
  • Created On
  • Last Updated On
  • Organization Name (organization-level access only)
  • Paypoint Legal Name (organization-level access only)
  • Paypoint DBA Name (organization-level access only)
  • External Paypoint ID (organization-level access only)
Use quotation marks for exact matches when filtering on product or service names.

Edit an item

To edit a catalog item, follow these steps:

  1. Locate the item you want to edit.
  2. Click the three-dot icon in the Actions column.
  3. Select Edit Item from the menu.
  4. In the Edit Item modal, change any of these:
    • Item name
    • Item cost
    • Item code
    • Description
  5. Click Save Changes to apply your edits.

When editing at the organization level, you can see the paypoint a catalog item is associated with, but you can’t change it here.

Delete an item

This action permanently removes the item from your catalog and can’t be undone.

To delete an item from your catalog, follow these steps:

  1. Locate the item you want to remove.
  2. Click the three-dot icon in the Actions column.
  3. Select Delete Item from the menu.
  4. Confirm the deletion in the modal.