Help Center › Getting Started › Quick Start Guides › Catalog

Create Products

··

Last updated on Aug 29, 2026

A Product is the plan a customer subscribes to, and it carries the settings that govern that subscription: whether a payment method is required, how tax is applied, and which addresses you collect at signup. Its pricing lives on a separate object, the Product Price Point, so creating a sellable Product means creating both.

Create Product Create Product Price Point

Summary - Create a product

Feature: Product
You Need: Access to your company's price book
Code: None
Difficulty: ◉◎◎◎◎

1. Add product details

Name the Product and set the identifiers and description that travel with it.

a Product Details form with name, API handle, accounting code, item category and product family fields

Field	Description
Product Name	(Required) The name of your Product. This shows as a line item on your customer's invoices.
API Handle	(Optional) Developers can make API requests to create subscriptions with the API handle. For example, a Create Subscription API call to put a customer on `product_handle: gold_plan`.
Accounting Code	(Optional) A read-only field.
Item Category	(Optional) A read-only field.
Description	(Optional) A description of your Product. Shows on public signup pages, and doesn't show on customer invoices.

2. Require payment method

Decide whether a customer must supply a payment method to subscribe.

Field	Description
Require Payment Method	(Required) Controls whether a payment method is required to subscribe to this Product. On a free trial, this controls whether a credit card is needed. Only uncheck this if you offer a no-credit-card free trial.

3. Enable taxes

Classify the Product so the right tax code is passed to your tax provider.

the Enable Taxes toggle switched on, with tax types for digital service, physical good or a custom code

Option	Description
Digital Service	If connected to Avalara Managed Sales Tax, the tax code `D0000000` is passed to Avalara, denoting a generic digital service.
Physical Good	If connected to Avalara Managed Sales Tax, the tax code `P0000000` is passed to Avalara, denoting a generic physical good.
Other	If connected to Avalara Managed Sales Tax, or to your own Avalara account, a custom tax code can be passed. Find a code at https://taxcode.avatax.avalara.com/.
None	No taxes apply to this Product.

4. Shipping and billing address

Choose which addresses a customer must supply, and where they are requested.

the shipping and billing address toggle switched on, above checkboxes for which addresses are required

Field	Description
Require a Shipping or Billing Address	Enable this if a customer must supply one or both addresses to subscribe to this Product.
Require Billing Address	(Optional) Requires a billing address at subscription signup.
Request on Self-Service Page	(Optional) On a hosted self-service payment update page, the billing address fields show but aren't required.
Require Shipping Address	(Optional) Requires a shipping address at subscription signup.

Decide whether Advanced Billing creates a hosted signup page for this Product.

Field	Description
Create Modern v2 Public Signup Page	Auto-creates a hosted payment page. Only uncheck this if you accept signups via API or CRM only, and don't want a publicly available signup page.

6. Enable URL and return parameters for hosted self-service pages

Set where a customer lands after updating their payment method on a hosted page.

the URL and return parameter fields enabled, with boxes for the return URL and its parameters

Field	Description
Return URL	(Optional) If you use a hosted self-service payment update page, this is the URL your end customer is redirected to after updating their payment method. This is not a redirect URL after signup.
Return parameters	(Optional) If you use a hosted self-service payment update page, these are the URL parameters attached to the URL your end customer is redirected to after updating their payment method.

7. Create pricing

Prices are handled through Product Price Points, which are created separately from the Product. See the Create Product Price Point steps below.

Summary - Create product price point

Feature: Product
You Need: Access to your company's price book
Code: None
Difficulty: ◉◎◎◎◎

1. Add a base price

Set what the subscription costs and how often it renews.

a Base Price block setting the amount, frequency and interval

Field	Description
Price	(Required) Price in your primary currency. Other currency prices are added with multi-currency.
Every	(Required) The renewal interval unit. For example, "12" "Month(s)" for 1 year.
Interval	(Required) The renewal interval. For example, "12" "Month(s)" for 1 year, or "28" "Day(s)" for 4 weeks.

2. Tax exclusive vs. tax inclusive

Choose whether the price you entered already includes tax.

Field	Description
Tax included	Requires Avalara for taxes. The most common setting is No.

3. Trial

Offer a trial period before the subscription starts billing at its full price.

the Add Trial Period toggle on, with the trial price, length and end-of-trial obligation options

Field (if enabled)	Description
Price	(Required) Price of the trial. Set "0" for a free trial.
Lasting	(Required) How long the trial lasts. For example, "14" "Day(s)".
Trial Type	No obligation - after the trial is over, the subscription moves to a `trial_ended` state and the customer isn't charged. Payment expected - after the trial is over, the subscription attempts to charge. If successful, the subscription state is `active`. If unsuccessful, the subscription moves into dunning and its state is `past_due`.

4. Setup fee

Charge a one-time fee on top of the recurring price.

the Add Setup Fee toggle on, with the fee price and whether it is charged before or after the trial

Field (if enabled)	Description
Price	(Required) Price of the one-time setup fee.
When to charge setup fee	(Required) Before trial - charge the fee before the trial. After trial - charge it after the trial, with the other subscription line items.

5. Expire the product after a set period

Stop billing automatically once a fixed term is up.

Field (if enabled)	Description
Enable Expiration/Lifetime	How long until the subscription expires. For example, a 1-year term sets "Expire (stop billing) after this many MONTHS" to "12".

6. Multi-currency pricing conversion

Let Advanced Billing create prices in your other currencies automatically.

Field	Description
Multi-Currency Pricing Conversion	(Optional) If multi-currency is enabled with automatic conversions, Product prices are created automatically. These rates auto-update as currency conversions change over time.

7. Create an additional price point

Repeat the process as needed for each additional Product Price Point this Product should offer.

To bundle this Product with Components and Coupons into a single package, see the Create an Offer help article.

Still need help?
Reach out and our support team will take it from here.

Contact support