Add a New Product or Service

InfoFlo Pay lets you add new products or services from three places:

To add from the products list please follow the steps below:

1. Select “Products/Services” from the left hand menu.
2. Click the “New Product” button located on the top right.
3. Enter your Title, Description & Unit Price.
4. Click the “Submit” button.

You can also add a new product or service when you are create a new estimate or new invoice. Please follow the steps below:

1. Select “Estimates” or “Invoices” from the left hand menu. In this example we will select “Estimates”.
2. Click the “New Estimates” button located on the top right.
3. Under the “Title”, click on “Select line items” and type a product or service that doesn’t exist.
4. Click “Add new product”.
5. The new product form will load.
6. Enter your Title, Description & Unit Price.