Setting Up Products to Purchase Outside of Plans

Following the instructions below to configure products to be purchased individually, outside of a subscription:

1. Go to Catalog.
2. Click on Create product.
3. Add Name, Code and Description.
4. Select either Product Type: One-time charge or Physical good.
5. You can also specify if this product is Tax Exempt by checking Tax Exempt. This can be used for special items like donations. Tax-exempt items, when configured to be purchasable, appear on the self-service portal as individual items and will appear in a separate invoice.
6. If you have configured GL Codes in your Stax Bill environment, you can assign a GL code to this product by selecting it from the dropdown on this page.
7. Price Product by setting Price Product to ON. A new Pricing section will appear.
8. Add Unit Price. Choice of Standard, Tiered or Stairstep.
9. Enter prices. If using multiple currencies, you will need to specify a price for each currency.
10. Tracking Unique Quantities is set OFF by default. Turn ON if needed.
11. Enter the Default Quantity when the product is purchased.
12. If you want to make the product Available For Purchase (allow product to be purchased via the Purchases option on Customer Menu) change it to ON.
13. Configure Earning. For Physical goods, it will always be. This product earns immediately, while a One-time charge can be configured to Earn Immediately or Earn over the custom period.
14. Click Create to save.