Invoice Products

Invoice Products turns frequently billed goods and services into reusable catalog items. When you select a product on an invoice, Eigenn can fill its name, default price, and unit. Eigenn also keeps the relationship that product usage and revenue reports need.

What the Product Catalog Helps You Do

• keep names, prices, units, and currencies consistent across invoices
• make active products available as invoice suggestions
• separate active and inactive catalog items and keep the historical context
• review usage count, last use, related invoices, and product-level revenue
• keep the features for customers, the cross-sells, the images, and the internal metadata

Before You Start

• Sign in and select the team that owns the catalog.
• Confirm that you have access to Invoices → Products for that team.
• Decide which currency and unit are the default for each product.
• The product can already appear on invoices as free-form text. Eigenn does not always link those older line items to the new catalog record.

Open the Product Catalog

1. Open Invoices.
2. Select Products in the section navigation.
3. Use All, Active, Inactive, Popular, or Recent to change the catalog view.
4. Use Search products... to match product names or descriptions.

Popular sorts active products by usage. Recent shows active products in the recent order. Inactive isolates products that no longer appear in normal invoice suggestions.

Create a Product

1. Select Create Product.
2. Enter a unique Name. This is the only product field that Eigenn needs.
3. Add a Description when teammates or customers need more context.
4. Set the default Price, Unit, and Currency.
5. Add a Statement descriptor only when that billing description is correct for subscription payments.
6. Optionally add a Marketing feature list for pricing-table presentation.
7. Optionally add Metadata as internal key-value details.
8. Leave Active Status on if you want the product in the invoice suggestions.
9. Select Create product.

What to check

After the sheet closes:

• search for the exact product name
• confirm the displayed price, currency, and unit
• confirm the status badge says Active or Inactive as intended
• confirm that Usage is 0 and Last Used is empty for a product that nobody selected on an invoice

Product names must be unique within the team. A conflict between names leaves the create or edit form open with an error.

Use a Product on an Invoice

1. Open an invoice create or edit form.
2. Set the invoice currency before you add items. A currency change later clears every line item.
3. Focus the line-item description field.
4. Search for the product, then select it from the suggestion list.
5. Confirm that Eigenn filled the product name, price, and unit as expected.
6. Adjust quantity, price, unit, or tax for this invoice when necessary.

Eigenn scopes the suggestions to active products in the invoice's current currency. The field first shows a small set of products. The list narrows as you type.

You can still type a custom line item. Text alone does not establish the catalog relationship that product analytics use. Select the catalog suggestion when usage and revenue attribution matter.

Manage the Catalog

The product table includes:

Edit one product

1. Open the row's three-dot menu.
2. Select Edit.
3. Change the supported fields.
4. Select Save or Update.
5. Search for the product again.
6. Check the new values.

Update many products

1. Select the checkboxes beside the products.
2. Open Status in the bulk toolbar.
3. Select Active or Inactive.
4. Confirm that the selected rows move to the expected tab.

Delete products

1. Use the row menu for one product, or select many rows for bulk deletion.
2. Confirm the delete action.
3. Check that unreferenced products disappear.

Bulk deletion skips a product when any invoice references it, whatever the invoice status. Use Inactive for a product with history that you no longer offer on new invoices.

Review a Product Record

Select the product name to open its full record. The page can show:

• current price, unit, currency, and active status
• usage count
• estimated MRR and ARR from recurring paid-invoice patterns
• Revenue Over Time, with quick ranges from the last 3 to 24 months or a custom month range
• product image
• pricing details
• up to three checkout cross-sells
• marketing features for customers
• invoices that contain the linked product
• product ID, description, statement descriptor, dates, and metadata

Add or replace an image

1. Create the product first.
2. Open the product record.
3. Use the image control to upload a JPEG, PNG, or WEBP file under 2 MB.
4. Check that the image appears after the update completes.

You manage images from the saved product record, not from the create-product sheet.

Review revenue and recurring estimates

• Revenue Over Time uses invoice line items that reference this product.
• MRR is an estimate based on recurring paid-invoice behavior for the product.
• ARR annualizes the related recurring estimate.
• Zero can mean that the product has no linked invoices, no paid recurring pattern, or no data in the selected range.

Treat MRR and ARR as estimates for operations, not as a substitute for a contracted subscription schedule or accounting report.

Manage cross-sells and features

1. Select Edit Cross-sells to add, remove, or replace related products.
2. Keep no more than three cross-sell products.
3. Select Edit Features to keep the feature list for customers.
4. Use Add Metadata for internal key-value details.
5. Check each section after you save.

Statuses, Edge Cases, and Limitations

• Active products appear in normal invoice suggestions; Inactive products do not.
• When you inactivate a product, Eigenn keeps its record and historical invoice relationships.
• Product price and unit are defaults. An invoice can override them and not change the catalog record.
• Product suggestions use the invoice currency. A product in another currency does not always appear until the currencies match.
• Free-form line items are not guaranteed to contribute to the catalog product's usage, MRR, ARR, or revenue chart.
• You can inactivate a referenced product, but you cannot safely bulk-delete it. Bulk deletion skips referenced items.
• Product revenue depends on linked line items and the selected date range. Missing periods and zero-value periods can appear as no data.
• Cross-sell presentation depends on the customer checkout experience. A relationship that you set up does not guarantee that every payment path displays it.
• Metadata is internal. Marketing features and cross-sells are the customer-presentation fields.

Troubleshoot

Create product reports that the name already exists

Search All for the same name, and include the inactive products. Edit the record that exists, or choose a distinct name.

A product does not appear while I create an invoice

Check all three conditions:

1. the product is Active
2. the product currency matches the invoice currency
3. you work in the same team that owns the product

Then focus the item field and type at least part of the product name.

The product selection did not fill the expected price or unit

Open the product record and check its current defaults. If the invoice already contains edited values, select the product again, or update the line manually. Then confirm the final total.

I cannot delete a product

An invoice can reference the product. Mark it Inactive to remove it from future suggestions and keep the historical reporting.

Product analytics are empty or lower than expected

Open the product's Invoices section. If the expected invoices are absent, their line items have no link to this catalog product. Also confirm that the invoices and date range meet the paid or recurring conditions of the metric.

Image upload fails

Use JPEG, PNG, or WEBP under 2 MB. Confirm that you are still in the correct team and retry from the saved product record.

The product page says I do not have permission

Confirm that you selected the correct team. If the error persists, ask a team administrator to review your access.

Related Pages

• Invoices
• Create and Send Invoices
• Invoice Insights
• Manage the Invoice Lifecycle