Creating products

A product is the thing you sell. You create it once, and then reuse it everywhere: on payment links, in invoices, at the virtual terminal, on your storefront, and as subscriptions. Setting your products up well means the rest of the platform just works.

This guide walks through the full New Product form from top to bottom, so you understand every field and only fill in the ones you need.

Opening the form

From the Products page, click New product. This opens a dedicated page titled New Product, with the subtitle "Create a new product with pricing and options."

Work down the form. Only Name is required. Everything else is optional and depends on what you are selling. Use the Back button in the top left to leave without saving, and the Create product button on the right to save. That button stays disabled until you enter a name, and shows "Creating..." while it saves. When it finishes, you return to the Products list.

Name and description

Enter a Name. This is what customers see, so keep it clear.
Enter a Description if you want. This appears on your storefront and checkout. You can leave it blank.

Images

Upload photos of the product.

Click the Add tile.
Choose one or more image files. JPEG, PNG, WebP, and GIF are supported, and you can select several at once.
To reorder, drag an image to a new spot. The first image is the main one shown on your storefront.
To remove an image, hover it and click the trash icon.

Category and tags

These help you organize your catalog and group products on your storefront.

Category is a single free-text label, such as Clothing, Electronics, or Food.
Tags are short keywords. Type one and press Enter or comma to add it. Tags are saved in lowercase. Press Backspace in the empty tag box to remove the last one.

Both are optional.

Options and variants

Options let one product come in different versions, such as sizes or colors, instead of creating a separate product for each.

Click Add option.
Give the option a name, such as Size or Color.
Type each value and press Enter or comma. For Size you might add Small, Medium, and Large.
Add more options if needed, for example a Color option alongside Size.

Paysio automatically builds every combination of your options. Two Sizes and two Colors give four variants. You set the stock, an optional price override, and a SKU for each combination in the Variants table lower down. The variants table only appears once you turn on Track inventory (covered below).

Pricing types

The Pricing dropdown decides how the product is charged. There are three types.

One time: a normal one-off purchase. You set a single Amount.
Recurring: a subscription that bills on a repeating schedule. You set an Amount and a Billing period.
Open-ended: the customer chooses how much to pay, within limits you set. Good for donations, tips, or pay-what-you-want. You set a Default price, a Minimum, and a Maximum.

Setting the amount and currency

For One time and Recurring products, enter the Amount and pick the Currency. Paysio supports USD, EUR, GBP, CAD, and AUD. The currency symbol shows inside the amount field.

Open-ended pricing

For Open-ended products you set three numbers:

Default price: what the amount field is pre-filled with at checkout.
Minimum: the least a customer can pay.
Maximum: the most a customer can pay.

The customer can then enter any amount between the minimum and maximum.

Billing periods

For a Recurring product, the Billing period sets how often the customer is charged. The options are:

Daily
Weekly
Monthly
Every 3 months
Every 6 months
Yearly

There is also an "Every 2 minutes" option, which exists only for testing renewals quickly in sandbox mode. Do not use it for a real product.

Once a customer subscribes, each renewal creates a new payment automatically. See Subscriptions for how that lifecycle works.

Track inventory

Turn on Track inventory to have Paysio count stock and stop selling when you run out.

If the product has no options, a single Stock quantity field appears. Enter how many you have.
If the product has options, stock is tracked per variant instead. The Variants table appears, where you set the stock for each combination, plus an optional price override and SKU.

Leave this off for products with unlimited availability, such as digital goods or services.

Track shipping and fulfillment

Turn on Track shipping & fulfillment for physical products that need to be sent. Orders containing the product then need to be marked as fulfilled, so you can track what still has to ship.

When on, you can optionally enter a Weight and choose the unit (g, kg, oz, or lb). Weight is used for shipping calculations and can be left blank.

Tax and shipping fees

Two more switches let you add charges on top of the product price.

Collect tax: apply tax to this product. Choose Fixed (a flat amount) or Percentage, then enter the value. A percentage is added as a share of the price; a fixed amount adds a set figure.
Collect shipping fee: charge a shipping fee on top of the product. Again choose Fixed or Percentage and enter the value.

Both are off by default. Tax and shipping fees are calculated at checkout and shown as separate lines to the customer.

Saving the product

When the form looks right, click Create product. If anything fails, an error message appears at the bottom of the form so you can fix it and try again.

Editing and archiving

To change a product later, open it from the Products list. The edit page has the same fields as the create form.

Paysio does not delete products, because that would break the history of orders that used them. Instead you archive them. On the edit page, click Archive. A confirmation explains that "Archived products are hidden from new orders. You can unarchive at any time." Archived products keep all their past orders and reporting. To bring one back, open it and click Unarchive.

You can filter the Products list by Active or Archived to find them.

Where products are used

Once created, a product is available across the platform:

Payment links: generate a shareable link that sells the product.
Invoices: add the product as a line item on a bill.
Virtual terminal: charge the product manually over the phone or in person.
Your storefront: list the product for sale online.
Subscriptions: recurring products become subscription plans.

Because the same product powers all of these, updating its price or details in one place keeps everything consistent.