You can load all of your services, retainers, packages, digital products or offers into Ivorey under the Payments > Products tab. Once they’re in the system, you can use them across:
Proposals
Invoices
Payment links
Website and funnels
This just makes them available to be pulled in — how you sell them is totally up to you.
1. Setup Your Products & Services in Ivorey™
If you’ve already connected your Stripe account, you can import your existing products directly from Stripe. Otherwise, go to Payments > Products > Add New to set them up from scratch. Whilst there's many settings available for products, many of them (such as categories, inventory, variants etc) are only applicable if you'll be using these products in an online e-commerce style store. If not, just skip those settings and pay attention to the ones below instead.
Click here for the main settings for products
Click here for the main settings for products
Product Name: Give your product or service a clear name (e.g. “Monthly Retainer”).
Description: Add an optional description. This can be pulled into invoices or proposals.
Image: Upload at least one image (this is optional, but helps make things visual, especially on proposals or product pages).
Membership Offer: Under each price point > Additional Options > you'll have the option to link any of your membership offers to your product. This means, when someone purchases this price point, they would get automatically granted access to certain offers (setup under Courses > Offers). You can add none, one or multiple.
Pricing: To create a one-time payment, select 'One Time' and enter the amount. To create a recurring subscription, select 'Recurring', enter the amount and frequency (e.g. weekly or monthly). To create a payment plan, follow the same same steps as recurring, except set the number of payments. e.g. a 6 month payment plan should be set to 6 payments, at which point the subscription would then stop.
2. Setup Your Product Taxes
Global and Automatic Tax Settings
To manage taxes in Ivorey, head to Payments > Settings > Taxes. This is where you’ll control how taxes are applied across your products and services. You’ll see an option to select whether your prices are:
Tax Inclusive (Yes) → The price shown already includes tax.
Tax Exclusive (No) → Tax will be added on top of the price shown.
Click “Add Tax” and enter the name of the tax (e.g. GST, VAT) and the percentage (e.g. 10%). You can add multiple tax rates here. This doesn’t apply them automatically — it just makes them available to use later.
If you're in the U.S., you can also toggle on Automatic Taxes. This feature detects the customer’s address and calculates the correct sales tax at checkout. It only works if:
You have address collection turned ON in your checkout
You select which U.S. states you want to collect tax in
You choose a default tax category to apply.
You agree to the terms, then click Save
Applying Tax Settings To Products
Once your tax settings are in place, go back to Payments > Products and open each product one by one. You’ll have two options:
Use Global Settings: Simply select “As per global settings” to apply your default tax rules.
Override and Set Manually: If a product needs a different setup:
Choose if it's tax inclusive or exclusive
Attach the relevant tax rate(s) manually (e.g. 10% GST in Australia)
This is handy if you have mixed taxable and non-taxable products, or different rates for different offers.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍