Manage Line Items and the Catalog from the UI

The Products & Services Catalog is where you manage all your available items for sale (Pay In) or items that you pay vendors for (Pay Out). This guide explains how to add, edit, and delete items in your catalog using the Payabli UI.

To access your catalog, navigate to Money In > Catalog. This opens the Products & Services Catalog view where you can manage all your catalog items.

For each catalog item, you can:

• Add new items with associated paypoints
• Edit item details including name, cost, and description
• Delete items from your catalog

To manage an individual catalog item, click the three-dot icon in the Actions column.

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Add an item

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

1. Click the Plus button from the main catalog view.
2. If you are adding a line item while logged into an organization, select the appropriate paypoint from the dropdown in the Add Item modal.
3. Enter these details:
   • Item name
   • Item cost
   • Item code
   • Description
4. Click Add to save the new item.

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Edit an item

To edit an existing 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 fields:
   • Item name
   • Item cost
   • Item code
   • Description
5. Click Save Changes to apply your edits.

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Delete an item

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. Follow the prompts in the modal to permanently delete the item.