For institutions Talk to our team

Products, discounts and surcharges

Add the products and services you bill for, import them in bulk and create discounts and surcharges.

Products are the goods and services you bill your customers for. Discounts lower a price and surcharges raise it. You manage all three on the Pricing page, or create them as you build an invoice.

Add a product

  1. Go to Pricing. You'll start on the Products tab.
  2. Select + Product, or select Create, then Product, from anywhere in Finli.
  3. Enter the Item Name and $ Amount. You can also add a Category (Optional) and Description (Optional).
  4. Turn on Taxable if taxes should apply to this item. See Sales tax.
  5. Turn on Track Inventory Quantity if you want Finli to count stock. See Inventory tracking.
  6. Save the product.

You can also add a product while building an invoice: under Items, select Add Item, then Create New.

Screenshot to add: the new product dialog with Item Name, $ Amount, Taxable and Track Inventory Quantity

Import products in bulk

  1. On the Pricing page, open the dropdown next to + Product and select Import Products.
  2. Download the template and fill it in.
  3. Upload the completed .csv file by dragging it into the box or browsing your files.
  4. Select Import Products to add them.

Add a discount or surcharge

Discounts and surcharges can apply to a single item or to the whole invoice subtotal. Surcharges are useful for things like late fees.

  1. Go to Pricing, then the Discounts & Surcharges tab, or select Create, then Discount.
  2. Enter the Discount or Surcharge Name and an optional description.
  3. Choose whether it's a discount or a surcharge.
  4. Choose a flat dollar amount or a percentage, and enter the amount.
  5. Save it.

On an invoice, select Add Discount or Surcharge under the subtotal to apply one.

Related articles

Need help? Email support@finli.com.

Updated October 22, 2026