How the Product Catalog Works

Last updated: June 11, 2026

The Product Catalog is your single, central list of everything you sell. Anywhere a product appears in Tabs, such as on a contract, invoice line item, or report, it points back to a single entry in the catalog.

What's in a Product?

Each product has a:

  • Name – Your internal name for the product. Must be unique. This is what your team searches for.

  • Display Name – The customer-facing label that appears on invoices. Defaults to the internal name but can be overridden.

  • Description – Optional details about the product.

  • Status – Active or Inactive. Only Active products appear when your team is building contracts and billing terms.

  • Integration Item – An optional link to the matching item in your ERP or accounting system. This helps ensure invoices and revenue data map correctly when syncing financial data.

  • ERP Class – An optional accounting classification used for QBO reporting.

Notice what's not stored on the product: pricing, billing frequency, or discounts. Those are defined in billing terms. The product catalog defines what you sell, while billing terms define how it is billed.

How to Find It

In the left navigation menu, click Product Catalog.

You'll see the full catalog with columns for Name, Display Name, Status, Integration Item, and Created Date.

Click any row to open the product detail page, where you can edit the product, change its status, and see every contract that currently uses it.

From a product's detail page, you can see exactly which contracts reference it. This makes it easy to answer questions like "How many customers are using this product?" or understand the impact of making changes.

A Clean Audit Trail
Because every billing line traces back to a catalog entry, you always know what was sold, to whom, and how it should be accounted for.

What's Next