Set Up Your Products and Taxes

1. To set up products and services, from the Ivorey main menu, go to Payments > then along the top menu bar, click on [Products] > then click [+ Create New Product] on the top right-hand corner of your screen

2. If this is not for an online store, toggle off the Include in Online Store option at the top

3. Work your way through completing the information:

   1. Product Name: Give your product or service a clear name (e.g. “Monthly Retainer”)

   2. Description: Add an optional description. This can be pulled into invoices or proposals

   3. Image: Upload at least one image (this is optional, but helps make things visual, especially on proposals or product pages)

   4. 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

   5. 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

4. Once complete, click [Save]

1. 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.

2. You’ll see an option to select whether your prices are:

   1. Tax Inclusive (Yes) → The price shown already includes tax

   2. Tax Exclusive (No) → Tax will be added on top of the price shown

3. 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

4. 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:

   1. You collect the customers address so it can detect the tax location

   2. You choose a default tax category to apply

1. Once your tax settings are in place, go back to Payments > Products and open each product one by one. You’ll have two options:

   1. Use Global Settings: Simply select [As Per Global Settings] to apply your default tax rules

   2. Override and Set Manually: This is handy if you have mixed taxable and non-taxable products, or different rates for different offers. If a product needs a different setup:

      1. Choose if it's tax inclusive or exclusive

      2. Attach the relevant tax rate(s) manually (e.g. 10% GST in Australia)

A product is the main item or service you’re selling, while variants allow you to offer options like size, color, or tiered packages under the same product.

Yes, you can create digital, physical, or service-based products and manage everything directly inside your account.

Ivorey does not automatically calculate or remit taxes for you. You can manually configure tax settings based on your business needs.

Not always. You can turn taxes on or off per product depending on what you're selling and your local tax requirements.

Yes, once your product is created, you can attach it to any funnel, page, or offer where you want to make it available.

Ivorey allows you to configure shipping fees inside each product. You can add flat rates, free shipping, or custom amounts.

Absolutely. You can monitor orders, payments, and customer activity through your Payments or Orders tab.

Review the tax settings inside your product to ensure rates are entered correctly. Adjust as needed based on your state or country rules.

You can update the price of an existing product. However, for best practice and to ensure accurate billing and sync with your payment gateway, we recommend creating a new product or price rather than updating an existing one. This is because modifying prices multiple times can cause a sync mismatch between Ivorey and Stripe, potentially leading to customers being charged the incorrect amount.

Ivorey should always be used as the source of truth for subscription pricing. If you update a product’s price directly in Stripe, those changes may not sync correctly back to Ivorey, which can lead to inaccurate reporting or tax discrepancies.

To ensure pricing, taxes, and reporting remain accurate, all subscription price updates should be made inside Ivorey. Any changes made in Ivorey will automatically sync to Stripe. If taxes are configured on the updated product in Ivorey, they will be reflected correctly in both Ivorey and Stripe for new subscriptions.

Note that when a price is updated:

• The new price applies only to new subscriptions

• Existing active subscriptions will continue billing at the original price

To change pricing for active subscribers, those subscriptions must be manually updated or recreated using the new price.

If Automatic Taxes are enabled correctly but the tax amount still isn’t reflecting at checkout, it’s usually because the customer has not correctly completed their billing address.

For Automatic Taxes to work correctly, the checkout must collect a valid and complete billing address. Simply selecting the country is not enough to calculate tax.

How to ensure tax appears correctly at checkout:

1. Go to Payments > Settings > Taxes

2. Make sure Automatic Taxes are enabled

3. Confirm your preferred country is included as a supported country

4. Ensure the checkout collects a full billing address

When a complete billing address is entered at checkout, tax will automatically be applied to the order subtotal.