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Products, coupons and tax rates

Manage your product catalog, discount codes, and sales tax settings.

Updated October 5, 2026

Keep your prices organized with a product catalog. Use coupons to offer discounts. Set tax rates so your invoices are accurate. These tools make it faster to create invoices and estimates.

Products and pricing settings screen
Products and pricing settings screen

Steps

  1. Go to More in the left icon rail, then Payments.
  2. Select the Products tab to manage your catalog.
  3. Click New product. Add a Name, Price, and Description.
  4. Choose the Type: One time or Recurring.
  5. If recurring, select a Frequency.
  6. Go to the Coupons tab to create discounts.
  7. Click New coupon. Enter a Code and choose Percent or Fixed amount.
  8. Set Start date and End date if the discount is temporary.
  9. Go to Tax rates to set your sales tax percentage.

Good to know

  • You can track stock levels for products.
  • Coupons can have a Max uses limit.
  • Tax rates apply to line items on invoices.
  • You can import products from a CSV file.
Products, coupons and tax rates | HowdyBell Help Center