Manage Line Items and the Catalog from the UI
Learn how to manage products and services in the Payabli 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.
Adding items to the catalog from the UI automatically makes them available for both invoices (Pay In) and bills (Pay Out). To create items that are only available for one of these functions, use the API. See Manage Line Items (API) for more help.
Add an item
To add a new item to your catalog, follow these steps:
- Click the Plus button from the main catalog view.
- If you are adding a line item while logged into an organization, select the appropriate paypoint from the dropdown in the Add Item modal.
- Enter these details:
- Item name
- Item cost
- Item code
- Description
- Click Add to save the new item.
Edit an item
To edit an existing catalog item, follow these steps:
- Locate the item you want to edit.
- Click the three-dot icon in the Actions column.
- Select Edit Item from the menu.
- In the Edit Item modal, change any of these fields:
- Item name
- Item cost
- Item code
- Description
- Click Save Changes to apply your edits.
You can’t change an item’s paypoint through the edit function.
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:
- Locate the item you want to remove.
- Click the three-dot icon in the Actions column.
- Select Delete Item from the menu.
- Follow the prompts in the modal to permanently delete the item.
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