 creating invoice, search for "Web Design" in product lookup; product appears with price pre-filled Scenario: You want to sell a downloadable file with automatic customer delivery Go to Invoices > Products > + Add New Enter product title (e.g., "Marketing Template Pack") Add description for marketing In "Product Details" box:
                
                    Merchant Company: Select company selling product
                    Product Type: Digital (only if Portal API client configured)
                    Price: 49.99
                    Invoice Description: "Downloadable template package"
                    Tax Rates: Select applicable rates Merchant Company: Select company selling product Product Type: Digital (only if Portal API client configured) Price: 49.99 Invoice Description: