Before You Dive In
This article is one step from our Master Help Guide: All About Products and Payments. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Set up your products and taxes inside of Ivorey™
Import existing Stripe products
Use your products seamlessly across proposals, invoices, payment links, funnels, online stores, and more
Step 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.
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
Online stores and more
This just makes them available to be pulled in, how you sell them is totally up to you.
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.
Step 2: Setup Your Product Taxes in Ivorey™
Click here for Global and Automatic Tax Settings
Click here for 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.
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 collect the customers address so it can detect the tax location.
You choose a default tax category to apply.
Click here for Applying Tax Settings to Products
Click here for 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.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Products and Payments to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Frequently Asked Questions
What’s the difference between a product and a product variant in Ivorey?
What’s the difference between a product and a product variant in Ivorey?
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.
Can I sell both digital and physical products inside Ivorey?
Can I sell both digital and physical products inside Ivorey?
Yes, you can create digital, physical, or service-based products and manage everything directly inside your account.
Does Ivorey calculate sales tax for me?
Does Ivorey calculate sales tax for me?
Ivorey does not automatically calculate or remit taxes for you. You can manually configure tax settings based on your business needs.
Do I need to enable taxes on every product?
Do I need to enable taxes on every product?
Not always. You can turn taxes on or off per product depending on what you're selling and your local tax requirements.
Can I connect my products to multiple funnels or checkout pages?
Can I connect my products to multiple funnels or checkout pages?
Yes, once your product is created, you can attach it to any funnel, page, or offer where you want to make it available.
How do I handle shipping settings for physical products?
How do I handle shipping settings for physical products?
Ivorey allows you to configure shipping fees inside each product. You can add flat rates, free shipping, or custom amounts.
Can I track product sales and revenue inside Ivorey?
Can I track product sales and revenue inside Ivorey?
Absolutely. You can monitor orders, payments, and customer activity through your Payments or Orders tab.
What do I do if my customers are being charged the wrong tax amount?
What do I do if my customers are being charged the wrong tax amount?
Review the tax settings inside your product to ensure rates are entered correctly. Adjust as needed based on your state or country rules.
Need Help?
Hit the support chat widget inside Ivorey - we can:
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 🤍