Product Catalogue

The product catalogue is your library of goods and services that can be added to invoices and linked to client subscriptions. Products define what you sell, how it is priced, and how often it is billed.

Product Fields

Each product has the following fields:

Core Fields

Billing Fields

Pricing Fields

Status Fields

Creating a Product

1. Navigate to Products in the sidebar.

2. Click New Product.

3. Fill in the product details:

   • Enter a name and optional description and SKU.

   • Set the unit price.

   • Choose the billing interval (one-time, monthly, quarterly, or annual).

   • Select a pricing model (flat is the default).

   • Configure any advanced pricing options (tiers, setup fees, trial days).

4. Click Save.

The product is now available in the product picker when creating invoices and subscriptions.

Pricing Models

concorbit supports six pricing models, giving you flexibility in how you charge for your products and services.

Flat Pricing

The simplest model. The total is: unit price x quantity.

• Example: A product priced at 50.00 GBP. Ordering 3 units costs 150.00 GBP.

• Best for: Most standard products and services.

Per-Unit Pricing

Identical calculation to flat pricing, but includes a unit label for contextual display on invoices.

• Example: "Managed device" at 10.00 GBP per device. 25 devices = 250.00 GBP.

• Best for: Quantity-based services where the unit label adds clarity (users, devices, hours, licenses).

Tiered Pricing

Price varies by quantity threshold. Each tier is priced separately, units in a lower tier are charged at the lower tier's rate even when the total exceeds that tier.

• Example: First 100 units at 5.00 each, units 101+ at 3.00 each. Ordering 150 units costs (100 x 5.00) + (50 x 3.00) = 650.00.

• Best for: Volume incentive pricing where you want to reward larger orders progressively.

Volume Pricing

All units are priced at the tier the total quantity falls into. Unlike tiered pricing, every unit gets the same rate, the rate determined by the total quantity.

• Example: 1-100 units at 5.00 each, 101+ units at 3.00 each. Ordering 150 units costs 150 x 3.00 = 450.00 (all units priced at the 101+ tier rate).

• Best for: Simple bulk discount structures.

Package Pricing

Price per bundle of N units. Partial bundles are rounded up to the next full package.

• Example: 10.00 per package of 100 emails. Ordering 250 emails = 3 packages = 30.00.

• Best for: Resource bundles, credit packs, and prepaid usage allocations.

Metered Pricing

Usage-based pricing where the quantity is tracked during the billing period and billed at the end. Calculated the same as per-unit pricing, but the quantity comes from usage data rather than a fixed order.

• Example: API calls at 0.01 per call. Usage of 5,000 calls in a month = 50.00.

• Best for: Consumption-based services like API usage, data transfer, or compute hours.

Configuring Pricing Tiers

For tiered, volume, and package pricing models, you define the tier structure:

Tiered and Volume Tiers

Each tier specifies:

• Up to: The upper bound of this tier (leave blank for the final "unlimited" tier).

• Unit price: The price per unit within this tier.

Example configuration for tiered pricing:

Package Tiers

The first tier specifies:

• Package size: How many units are in each package.

• Unit price: The price per package.

Product Categories

Products can be organised and filtered in the catalogue. While there is no formal category field, you can use naming conventions, descriptions, and the sort order to group related products together.

Using Products in Invoices

When creating an invoice:

1. Click Add Product in the line items section.

2. Search for and select a product.

3. The product's name, price, and pricing model are populated into the line item.

4. Adjust the quantity as needed.

5. The line item total is calculated based on the product's pricing model.

For products with tiered or package pricing, the invoice line item breakdown shows how the price was calculated:

• Tiered pricing: Each tier's quantity and rate are shown as separate lines.

• Package pricing: The number of packages and the per-package rate are shown.

• Volume pricing: The total quantity and the applicable tier rate are shown.

Using Products in Subscriptions

When creating a client subscription, you select a product from the catalogue. The subscription inherits the product's price and billing interval at creation time.

Important: The price is copied to the subscription at creation time. If you later change the product's price, existing subscriptions are not affected. Only new subscriptions pick up the updated price.

Product Pricing Strategies

Recurring Services

For services billed on a regular schedule:

• Set the billing interval to Monthly, Quarterly, or Annual.

• Mark the product as recurring.

• When this product is used in a subscription, auto-invoicing will generate invoices at the configured interval.

One-Time Services

For project work, consultations, or one-off deliverables:

• Set the billing interval to One-time.

• Leave "Is recurring" unchecked.

• Add the product to invoices as needed.

Setup Fees

For products that have a one-time setup cost in addition to recurring charges:

• Set the setup fee field to the one-time amount (in minor units).

• The setup fee is added to the first invoice only.

Trial Periods

For products offered with a free trial:

• Set the trial days field to the trial duration.

• When used in a subscription, the first billing is deferred until the trial period expires.

Editing a Product

1. Navigate to Products.

2. Click on the product to open it.

3. Click Edit.

4. Make your changes.

5. Click Save.

Changes to a product's price do not retroactively affect existing invoices or subscriptions. Existing invoices retain the price at the time they were created. Existing subscriptions retain their original price until manually updated.

Deactivating a Product

To remove a product from use without deleting it:

1. Open the product.

2. Toggle Is active to off.

3. Save.

Inactive products:

• Do not appear in the product picker when creating invoices or subscriptions.

• Are still visible in the product catalogue for reference.

• Remain linked to existing invoices and subscriptions, those records are not affected.

This is useful for end-of-life products that should no longer be sold but still appear on historical invoices.

Deleting a Product

Deleting a product soft-deletes it, it is removed from the catalogue but can be recovered if needed. Delete products only if they are not referenced by any invoices or subscriptions.

Stripe Integration

Products that are linked to Stripe-enabled subscriptions have their Stripe product and price IDs cached on the product record. This allows concorbit to create Stripe subscriptions and checkout sessions that reference the correct Stripe price.

Stripe product/price synchronisation happens automatically the first time a product is used in a Stripe-enabled context. You do not need to manually configure products in the Stripe dashboard.

Price Display

Throughout the concorbit interface, product prices are displayed in their full currency format:

• A product with unit_price: 5000 in GBP displays as 50.00.

• Recurring products show the interval: 50.00/mo, 150.00/qtr, 500.00/yr.

• The unit label (if set) appears in contextual displays: "50.00 per device/mo".