{"id":883,"date":"2026-03-13T10:01:25","date_gmt":"2026-03-13T10:01:25","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=883"},"modified":"2026-03-14T06:02:05","modified_gmt":"2026-03-14T06:02:05","password":"","slug":"getting-started-create-sell-products","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/getting-started-create-sell-products\/","title":{"rendered":"Getting Started – Create & Sell Products"},"content":{"rendered":"

How to Create a Product<\/strong><\/h2>\n

First things first, let’s get your amazing product listed. Think of this like setting up your store shelves\u2014you want everything clear, attractive, and inviting!<\/p>\n

Step 1:<\/strong>\u00a0Navigate to Products<\/u><\/h4>\n

Navigate to\u00a0Payments<\/strong>\u00a0>\u00a0Products<\/strong>. Then Click\u00a0+ Create Product<\/strong>.<\/p>\n

\"\"<\/p>\n

 <\/p>\n

Step 2:\u00a0<\/strong>Fill in Product Information<\/u><\/h4>\n

The\u00a0Product<\/strong>\u00a0Information<\/strong> section is where you define the foundational details for your product.
\n<\/span><\/p>\n

    \n
  • First, the\u00a0Include in Online Store<\/strong>\u00a0toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled.
    \n
    <\/li>\n
  • Next, the\u00a0Title<\/strong>\u00a0field is a required input where you name your product\u2014this will be shown across your checkout, internal views, and potentially public listings. Below that, the\u00a0Description<\/strong>\u00a0field allows you to provide a detailed overview of the product, using rich text formatting options such as bold, italics, links, bullet points, and font customization to enhance readability and appeal.<\/li>\n
  • The\u00a0Media<\/strong> section lets you upload an image or video file to visually represent your product. This helps users quickly recognize what they\u2019re buying. It\u2019s recommended to upload files with a resolution of 1024\u00d71024 and a size not exceeding 10MB for optimal display and performance.<\/li>\n<\/ul>\n

    \"\"<\/span><\/p>\n

     <\/p>\n

      \n
    • There is also an\u00a0Enable Product Label\u00a0<\/strong>checkbox. If enabled, you can assign a custom label (e.g., \u201cNew,\u201d \u201cTop Pick,\u201d etc.) to the product which may be used for visual badges or internal organization.<\/li>\n
    • Lastly, the\u00a0Product Collection<\/strong> dropdown lets you assign this product to an existing collection. Collections help group similar products together for better organization and presentation, especially when managing a larger catalog.<\/li>\n<\/ul>\n

      \"\"<\/span><\/p>\n

       <\/p>\n

      Step 3:\u00a0<\/strong>Configure Tax Options<\/u><\/h4>\n

      The Product Information section includes several key fields to define how the product is presented and taxed.<\/p>\n

        \n
      • One of the first elements here is the\u00a0Product Tax Code<\/strong>, which allows you to select a specific tax category for your product. This is important for enabling automatic tax calculations during checkout. If left blank, the system will apply your default global tax settings.<\/li>\n
      • Next, the\u00a0Include tax in prices<\/strong>\u00a0option gives you control over whether your product pricing should be shown as tax-inclusive or tax-exclusive. You can either follow the global setting or manually choose \u201cYes\u201d to include tax in the displayed price or \u201cNo\u201d to show it as a separate charge.<\/li>\n
      • Additionally, there\u2019s an option to\u00a0Attach Tax Rates<\/strong>, which is useful if you\u2019re handling taxes manually or have buyers outside the U.S. <\/li>\n
      • Finally, the\u00a0Statement\u00a0<\/strong>Descriptor<\/strong>\u00a0that opens on clicking\u00a0Additional\u00a0<\/strong>Settings<\/strong>\u00a0field allows you to override the default account name that appears on a customer\u2019s bank statement. This ensures clarity for the buyer and can help reduce payment disputes or confusion.<\/li>\n<\/ul>\n

        \"\"<\/p>\n

        Step 4:<\/strong>\u00a0Set Pricing<\/u><\/h4>\n

        In the\u00a0Pricing<\/strong> section of the product setup, users can define how their product will be offered to customers by configuring a range of pricing-related fields.<\/p>\n

          \n
        • Start by entering a\u00a0Pricing\u00a0<\/strong>Name<\/strong>, which serves as an internal label to help distinguish between different pricing options if you\u2019re offering multiple tiers or plans.<\/li>\n
        • Next, select the\u00a0Type<\/strong>\u00a0of pricing from the dropdown – either\u00a0One time<\/strong>, which charges the customer a single fee, or\u00a0Recurring<\/strong>, which adds options for billing cycles, trial periods, and setup fees.
          \n
          \n<\/span><\/li>\n
        • In the\u00a0Amount<\/strong>\u00a0field, input the exact price you want to charge for the product. You can optionally enter a\u00a0Compare-at Price<\/strong>, which is useful for showing discounted pricing by displaying the original price next to the actual price being charged.<\/li>\n
        • Below this, use the\u00a0Currency<\/strong>\u00a0selector to define which currency the payment will be made in, such as USD.<\/li>\n
        • If inventory tracking is relevant, check the\u00a0Track\u00a0<\/strong>Inventory<\/strong>\u00a0box to manage stock levels and input available quantities.<\/li>\n
        • Clicking on\u00a0Additional\u00a0<\/strong>Options<\/strong>\u00a0reveals more advanced pricing settings like purchase limits or metadata fields.<\/li>\n
        • Use the\u00a0Price\u00a0<\/strong>Description<\/strong>\u00a0field to add a brief note or context for this pricing entry (visible internally).<\/li>\n<\/ul>\n
          One-Time Products:<\/strong> Used for a single transaction (e.g., setup fees, initial consultations, or one-off services). The product is charged once on the invoice or payment link.\r\n\r\nRecurring Products: <\/strong>Used for subscriptions or services billed at regular intervals (monthly, weekly, annually). When added to an invoice, you must specify the billing frequency (e.g., Monthly) and the start date.\r\n\r\nPayment Schedule is Key Difference: <\/strong>When creating an invoice with Recurring Products, you need to ensure the Payment Schedule is correctly configured for the desired billing cycle. One-Time Products do not require a schedule.\r\n<\/span><\/pre>\n
          \"\"<\/p>\n
          Step 5:\u00a0<\/strong>Add Product Variants<\/u><\/h4>\n
          The \u201cVariants\u201d section lets you create different versions of a product, such as multiple pricing tiers, content levels, or access durations.<\/p>\n
            \n
          • To set this up, you first add an\u00a0Option\u00a0<\/strong>name<\/strong>\u00a0like \u201cCourse Level\u201d or \u201cAccess Plan.\u201d<\/li>\n
          • Then, under\u00a0Option\u00a0<\/strong>values<\/strong>, you input the specific variants (e.g., \u201cBasic,\u201d \u201cPremium,\u201d \u201cPro\u201d) and click\u00a0Done<\/strong>.<\/li>\n
          • Each variant can have its own\u00a0price<\/strong>,\u00a0compare-at price<\/strong>, and\u00a0available\u00a0<\/strong>quantity<\/strong>, making it easy to manage inventory and pricing for each option.<\/li>\n
          • You can also enable\u00a0Track Inventory<\/strong><\/span>\u00a0if you want to limit how many of each variant can be sold. This is especially useful when offering bundles or time-limited enrollment.<\/li>\n<\/ul>\n
            \"\"<\/p>\n
            Step 6:\u00a0<\/strong>Optimize Search Engine Settings<\/u><\/h4>\n
            The\u00a0Search Engine Listing\u00a0<\/strong>section helps optimize your product for search engines and improves its discoverability online.<\/p>\n
              \n
            • In the\u00a0SEO Title<\/strong>\u00a0field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for.<\/li>\n
            • The\u00a0SEO Description<\/strong>\u00a0allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search results.<\/li>\n
            • Lastly, the\u00a0Handle<\/strong>\u00a0defines the product\u2019s unique URL slug (e.g., \/product\/my-course-name), which can be customized to make the link more readable and SEO-friendly. This section is optional but highly recommended for improving online reach.<\/li>\n<\/ul>\n
              \"\"<\/p>\n
              Step 7:\u00a0<\/strong>Save Your Changes<\/u><\/h4>\n
              Click\u00a0Save<\/strong>.<\/p>\n
              \"\"<\/strong><\/p>\n
              \n
              How to Set Up a Trial<\/strong><\/h2>\n
              Follow these steps to add a trial to your product:<\/p>\n
                \n
              1. Go to\u00a0Payments<\/strong>\u00a0\u2192\u00a0Products<\/strong><\/li>\n
              2. Create a new product or edit an existing one<\/li>\n
              3. Under\u00a0Pricing<\/strong>, set the product to\u00a0Recurring<\/strong>\u00a0(Type)<\/strong><\/li>\n
              4. Enter the amount<\/li>\n
              5. Compare-at price (optional)<\/li>\n
              6. Select billing period<\/li>\n
              7. Enter Trial period (ex: \u201c5 days\u201d)<\/li>\n
              8. Number of payments and setup fee (Optional)<\/li>\n
              9. Save your product<\/li>\n
              10. Add the product to an order form, invoice, or checkout page<\/li>\n<\/ol>\n
                \n
                How to Make Products Available<\/strong><\/h2>\n
                Great job creating your product! Now, let’s make sure customers can actually find and buy it. Think of this step like stocking your storefront\u2014visibility is everything. If you are selling digital products, ensure that digital files are uploaded to each product variant. Without uploaded files, customers will not see download options after checkout.Navigate to\u00a0Sites<\/strong>\u00a0and choose where you want your product to appear:\u00a0Website<\/strong>,\u00a0Funnel<\/strong>, or\u00a0Store<\/strong>.<\/p>\n
                For Funnels specifically:<\/p>\n
                  \n
                1. Click\u00a0Funnels<\/strong> and select your desired funnel<\/li>\n
                2. Go to the\u00a0Products<\/strong> tab<\/li>\n
                3. Click\u00a0Add Product\n
                  \"\"
                  \n<\/strong> <\/li>\n
                4. Configure your product details<\/li>\n
                5. Click\u00a0Save\n
                  \"\"
                  \n<\/strong> <\/li>\n<\/ol>\n
                  \n
                  How to Add Order Element<\/strong><\/h2>\n
                  Alright, your product’s ready and visible\u2014now let’s get the checkout process streamlined! Think of this step like opening the cash register\u2014quick, easy, and secure.<\/p>\n
                    \n
                  1. Navigate to the Site Editor
                    \n\"\"<\/li>\n
                  2. Select the funnel page that will have the checkout form. If that page doesn’t exist yet, create it:\n
                      \n
                    • Click\u00a0Add New Step<\/strong>.<\/li>\n
                    • Fill out the details and click\u00a0Create Funnel Step<\/strong>.\"\"<\/li>\n<\/ul>\n<\/li>\n
                    • On the page, add a full width section element.<\/li>\n
                    • Inside the section, add a one column row.<\/li>\n
                    • Inside the row, add a one or two step order form.<\/li>\n
                    • Customize the order form, then click\u00a0Save<\/strong>\u00a0and\u00a0Publish<\/strong>.<\/li>\n
                    • Make sure the product is added to the same page as the order form.\"\"<\/li>\n<\/ol>\n
                      Fantastic! Your customers can now smoothly complete their purchases. Next, why not experiment with sticky contact options to boost conversions?<\/p>\n
                      Your funnel order form should look something like this:<\/p>\n
                      <\/p>\n
                      \n
                      Frequently Asked Questions<\/strong><\/h2>\n
                      Q: Why am I getting an error requiring a \u201cCategory ID\u201d when creating a product in a sub-account?<\/strong><\/p>\n
                      This error occurs because you are attempting to create a product (often related to a SaaS plan) directly in the sub-account\u2019s local product editor, but the system expects the product to be tied to the Agency\u2019s SaaS structure. The required Category ID is generated by the SaaS Configurator.<\/p>\n
                      To fix this:<\/p>\n
                        \n
                      • \n
                        Stop creating the product locally.<\/p>\n<\/li>\n
                      • \n
                        Create the product in the Agency\u2019s SaaS Configurator first.<\/p>\n<\/li>\n
                      • \n
                        Return to\u00a0Payments \u2192 Products<\/strong><\/span>\u00a0in the sub-account.<\/p>\n<\/li>\n
                      • \n
                        Use\u00a0Import from Stripe<\/strong><\/span>\u00a0to pull the product into the sub-account.<\/p>\n<\/li>\n<\/ul>\n
                        Q: Can I change the currency of an existing product?<\/strong><\/p>\n
                        No. Once a product is created, its currency cannot be changed. To use a different currency, create a new product or add a new pricing entry with the desired currency selected during setup.<\/p>\n
                        Q: Where can I edit my product details?<\/strong><\/p>\n
                        Navigate to\u00a0Payments \u2192 Products<\/strong><\/span>, click the product name, and edit the following:<\/p>\n
                          \n
                        • \n
                          Product Name & Description<\/p>\n<\/li>\n
                        • \n
                          Media<\/p>\n<\/li>\n
                        • \n
                          Product Type (Physical or Digital)<\/p>\n<\/li>\n
                        • \n
                          Tax Settings<\/p>\n<\/li>\n
                        • \n
                          SEO & Handle<\/p>\n<\/li>\n
                        • \n
                          Statement Descriptor<\/p>\n<\/li>\n<\/ul>\n
                          Save your changes after editing.<\/p>\n
                          Q: How do I change my product from \u201cPhysical\u201d to \u201cDigital\u201d?<\/strong><\/p>\n
                            \n
                          1. \n
                            Go to\u00a0<\/span>Payments \u2192 Products<\/strong>.<\/span><\/p>\n<\/li>\n
                          2. \n
                            Click the product name.<\/p>\n<\/li>\n
                          3. \n
                            Under\u00a0Prices<\/strong><\/span>, select the price you want to edit.<\/p>\n<\/li>\n
                          4. \n
                            Scroll to\u00a0<\/span>Shipping and Delivery<\/strong>.<\/span><\/p>\n<\/li>\n
                          5. \n
                            Change the dropdown to\u00a0Digital<\/strong><\/span>.<\/p>\n<\/li>\n
                          6. \n
                            Click\u00a0Save<\/strong><\/span>.<\/p>\n<\/li>\n<\/ol>\n
                            Q: What is the difference between a Physical and Digital product?<\/strong><\/p>\n
                            Physical:<\/strong><\/span>\u00a0Shipping fields are included during checkout.<\/p>\n
                            Digital:<\/strong><\/span>\u00a0Shipping fields are skipped for a faster checkout experience.<\/p>\n
                            For digital products, download access appears only if at least one valid file has been uploaded to the product or variant.<\/p>\n
                            If no files are uploaded:<\/p>\n
                              \n
                            • \n
                              The Download button will not appear on the Thank You page.<\/p>\n<\/li>\n
                            • \n
                              The Customer Access Center will display: \u201cNo downloads available yet.\u201d<\/p>\n<\/li>\n<\/ul>\n
                              If files are uploaded after purchase, download access becomes available automatically. If files are removed, download access disappears immediately.<\/p>\n
                              Q: Why can\u2019t I find my product when creating an invoice?<\/strong><\/p>\n
                              HighLevel filters products based on Price Type:<\/p>\n
                                \n
                              • \n
                                Standard (One-time) invoices show only One-time products.<\/p>\n<\/li>\n
                              • \n
                                Recurring invoices show only Recurring products.<\/p>\n<\/li>\n<\/ul>\n
                                Q: What time unit does the \u201cTrial Period\u201d use?<\/strong><\/p>\n
                                The Trial Period is always measured in days. Even if the product bills monthly or annually, entering 30 means a 30-day trial before the first charge.<\/p>\n
                                Q: Why are some products showing as unavailable during preview?<\/strong><\/p>\n
                                This usually occurs when Inventory Tracking is enabled and stock has reached zero.<\/p>\n
                                To fix:<\/p>\n
                                  \n
                                1. \n
                                  Go to\u00a0<\/span>Payments \u2192 Products<\/strong>.<\/span><\/p>\n<\/li>\n
                                2. \n
                                  Open the affected product.<\/p>\n<\/li>\n
                                3. \n
                                  Increase stock or disable Inventory Tracking.<\/p>\n<\/li>\n<\/ol>\n
                                  Q: Why are duplicated products grayed out when adding them to an invoice?<\/strong><\/p>\n
                                  Common causes include:<\/p>\n
                                    \n
                                  • \n
                                    Product status set to Draft instead of Published<\/p>\n<\/li>\n
                                  • \n
                                    Billing type mismatch (One-time vs Recurring)<\/p>\n<\/li>\n
                                  • \n
                                    Missing or inactive pricing<\/p>\n<\/li>\n
                                  • \n
                                    Currency mismatch<\/p>\n<\/li>\n
                                  • \n
                                    Large catalogs requiring manual review<\/p>\n<\/li>\n<\/ul>\n
                                    Open the product and verify status, pricing, billing type, and currency before retrying.<\/p>\n
                                    Q: Why aren\u2019t my Stripe products importing into GoHighLevel?<\/strong><\/p>\n
                                    Only recurring\/subscription products can be imported from Stripe. One-time products must be created directly in HighLevel.<\/p>\n
                                    Create one-time products under\u00a0Payments \u2192 Products<\/strong><\/span>; they will sync to Stripe automatically.<\/p>\n
                                    Q: Why did my first product disappear and why am I getting a \u201cCategory ID is required\u201d error?<\/strong><\/p>\n
                                    This typically happens when:<\/p>\n
                                      \n
                                    1. \n
                                      An existing product was edited instead of creating a new one.<\/p>\n<\/li>\n
                                    2. \n
                                      Required fields (like category or tax settings) were not selected.<\/p>\n<\/li>\n<\/ol>\n
                                      Best Practice:<\/p>\n
                                      Create products one at a time using\u00a0Create Product<\/strong><\/span>, confirm required selections, then save.<\/p>\n
                                      Q: Why isn\u2019t my Stripe product appearing when I try to import it?<\/strong><\/p>\n
                                      This may happen if the product already exists or hasn\u2019t fully synced. You may need to delete the product in HighLevel (this will not delete it from Stripe) and re-import it. Sync propagation can take up to 24 hours.<\/p>\n
                                      Q: Why is the Download button not appearing after a digital purchase?<\/strong><\/p>\n
                                      The Download button appears only when at least one digital file has been uploaded to the product or variant. If no files are assigned, the system hides the download option. Uploading files later will automatically make the download option available.<\/p>\n","protected":false},"excerpt":{"rendered":"
                                      How to Create a Product First things first, let’s get your amazing product listed. Think of this like setting up […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[41,3],"doc_tag":[],"class_list":["post-883","docs","type-docs","status-publish","hentry","doc_category-commerce","doc_category-getting-started"],"year_month":"2026-07","word_count":1983,"total_views":"23","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Commerce","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/commerce\/"},{"term_name":"Getting Started","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/getting-started\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/883","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=883"}],"version-history":[{"count":3,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/883\/revisions"}],"predecessor-version":[{"id":942,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/883\/revisions\/942"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=883"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=883"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}