Create product groups and pricing elements

Taxes, discounts, fees, groups and units make pricing faster and more consistent. Create them once, then pick them when you create products and orders.

Element	Use	Notes
Taxes	Show a tax as part of the price.	Taxes are always included in the price. BillPro calculates them on the price after fees and discounts.
Discounts	Lower the price by an amount or a percentage.	A percentage applies to the product price, not to fees. If a product's price isn't locked, users can change the discount in orders.
Fees	Add a charge, such as an admin fee or a surcharge.	If a product's price isn't locked, users can change the fee in orders.
Groups	Organise your catalogue and filter products.	For example, `Home`, `Car` and `Travel`.
Units	Describe what the product is sold by.	For example, `Policy`, `Month` or `Day`.

To manage them, open Products on the navigation bar and select Taxes, Discounts, Fees, Groups or Units. You need an admin role.

You can also create them without leaving a product: in Add Product, each select has an Add link, such as Add Tax or Add Unit.

The Price step of Add Product with a fee and a tax selected — Pick a fee and a tax on a product

Create taxes

Go to Products › Taxes and click +.
Enter the Percentage, from above 0 up to 100.
Enter the Tax Name (Visible to Customer). Customers see it at the checkout.
Leave the status Active to use it now.
Click Add.

BillPro adds the tax to the list. Active taxes have a green dot, and inactive ones a grey dot.

Create discounts

Go to Products › Discounts and click +.
Choose Amount or Percentage, and enter the value. An amount is in the currency of the product or order.
Enter the Discount Name. Customers see it at the checkout.
Leave the status Active to use it now.
Click Add.

The Add Discount pop-up with a percentage — Add a discount

The Type column shows whether each discount is an amount or a percentage.

Create fees

Go to Products › Fees and click +.
Enter the Amount. It's in the currency of the product or order.
Enter the Fee Name. Customers see it at the checkout.
Leave the status Active to use it now.
Click Add.

For subscriptions, you can charge a fee or give a discount on the first payment only. You choose this in the subscription product. See Create a subscription product.