How to add Products
This article explains how to create and manage Products in the Control Panel of Helix. Products are used to define billable goods or services that can be added to invoices, with correct revenue and tax accounting
🧭 What Products Are Used For in Helix
Products represent items or services that are billed directly (outside of medical service workflows), such as:
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Standalone services
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Chargeable items
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Non-inventory billable goods
Each product is linked to:
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A Revenue Ledger (for accounting)
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A Tax Group (for tax calculation)
📍 Navigation Path
Control Panel → Finances → Products
➕ Adding a Product
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Click + Add Product
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Select the applicable Branch(es) or enable All Branches
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Choose Type:
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Good
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Service
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Enter:
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Product Name
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Units
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Price per Unit
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Link:
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Revenue Ledger
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Tax Group (taxable or exempt)
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⚙️ Optional Product Settings
🧾 Enable Service Charges
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Turn this on if Service Charges should apply to this product
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Service Charges are configured separately (see Service Charges article)
💲 Tax Included in Rate
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Enable this option if tax is already included in the product price
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Leave it disabled if tax should be calculated on top of the price
📝 Description
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Add a free-text description for internal or reference use
💾 Save the Product
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Click Submit
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Repeat the same steps to add more products
📊 Products List as a Report
The Products list functions as a report with:
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🔍 Search-as-you-type (top-right)
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📤 Export to Excel (top-left)
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🖨️ Print PDF (top-left)
📝 Notes
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Revenue ledgers and tax groups must exist before product creation
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Product configuration controls how amounts are posted during billing