> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/billing/invoices/add-products-to-an-invoice.md).

# Add products to an invoice

## Getting started

Selling products in person allows you to complete transactions directly with clients by simply adding one or more products to an invoice. 

{% hint style="warning" %}
**Permissions** Ensure you have permission to manage invoices and payments (access to the Billing tab in the left hand menu). If you’re a team member, request access from your account owner.
{% endhint %}

***

## Add products to an invoice

1. **Open an invoice**\
   Go to **Billing** and select **Add invoice**, or open an **existing invoice** you want to add products to.

<figure><img src="/files/FRFOguzaweNi5i8ag6A3" alt=""><figcaption></figcaption></figure>

2. **Fill the invoice header**\
   Select **Client**, (optional) **Invoice to**, **Practitioner**, **Location**, **Issue date**, and **Due date**. Click **Continue**.

<figure><img src="/files/VEGz9ohW4R1i2tKvVdPu" alt=""><figcaption></figcaption></figure>

3. **Add a product**\
   In **Items**, select **Add item**, then choose **Product**.

<figure><img src="/files/scbfGn7cwMLtVlPwBedO" alt=""><figcaption></figcaption></figure>

4. **Choose from your catalog**\
   Pick the product from the list. If the product has an image, it appears next to the item.

<figure><img src="/files/dGJEoWUHUKae4qakcJME" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YxISLDwDXCYk8q64Z4Mc" alt=""><figcaption></figcaption></figure>

5. **Edit the line (optional)**\
   Select the added product to change **price**, **quantity**, **discount** (amount or percent), or **tax rate**. To remove it, select **Remove item**. Select **Save**.  *Edits here affect this invoice only and do not change the product itself.*

<figure><img src="/files/7K3EBQlHVfFtEyByPa3Q" alt=""><figcaption></figcaption></figure>

6. **Finish the sale**\
   Apply a **payment** to the invoice, leave as a draft, or **finalize and send** the invoice to your client.

> **Note:** If **Track stock quantity** is on, adding a product to an invoice reduces stock automatically.

***

## Frequently asked questions

<details>

<summary><strong>Where does the product image show?</strong></summary>

The image appears in your product catalog and in the Add product picker when building an invoice. Note: It does not appear on the invoice itself (PDF, print, or client view).

</details>