---
title: How to add Products
description: 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
---
[Skip to content](https://help.helixbydoctors.com/kb/how-to-add-products#main-content)
English - United States
Show submenu for translations
Open main navigation
Close main navigation
- English - United States
Show submenu for translations
- Contact us
Contact us
How can we help you?
- There are no suggestions because the search field is empty.
1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us)
3. [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances)
December 26, 2025
# 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
### ๐งญ What Products Are Used For in Helix
Products represent **items or services that are billed directly** (outside of medical service workflows), such as:
- Standalone services
- Chargeable items
- Non-inventory billable goods
Each product is linked to:
- A **Revenue Ledger** (for accounting)
- A **Tax Group** (for tax calculation)
---
### ๐ Navigation Path
**Control Panel โ Finances โ Products**
---
### โ Adding a Product
1. Click **+ Add Product**
2. Select the applicable **Branch(es)** or enable **All Branches**
3. Choose **Type**:
- **Good**
- **Service**
4. Enter:
- **Product Name**
- **Units**
- **Price per Unit**
5. Link:
- **Revenue Ledger**
- **Tax Group** (taxable or exempt)
---
### โ๏ธ Optional Product Settings
#### **๐งพ Enable Service Charges**
- Turn this on if **Service Charges** should apply to this product
- Service Charges are configured separately (see Service Charges article)
---
### ๐ฒ Tax Included in Rate
- Enable this option if **tax is already included** in the product price
- Leave it disabled if tax should be calculated **on top of** the price
---
### ๐ Description
- Add a **free-text description** for internal or reference use
---
### ๐พ Save the Product
- Click **Submit**
- Repeat the same steps to add more products
---
### ๐ Products List as a Report
The Products list functions as a report with:
- ๐ Search-as-you-type (top-right)
- ๐ค Export to Excel (top-left)
- ๐จ๏ธ Print PDF (top-left)
---
### ๐ Notes
- Revenue ledgers and tax groups must exist before product creation
- Product configuration controls how amounts are posted during billing
- [Getting started](https://help.helixbydoctors.com/kb/getting-started?hsLang=en-us)
- [Home Screen](https://help.helixbydoctors.com/kb/home-screen?hsLang=en-us)
- [Clinical Workflow](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#main-content)
- [Administration](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#administration)
- [Nurses](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#nurses)
- [Consumables](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#consumables)
- [Doctors](https://help.helixbydoctors.com/kb/clinical-workflow?hsLang=en-us#doctors)
- [Patient File](https://help.helixbydoctors.com/kb/patient-file?hsLang=en-us)
- [Bookings & Calendar](https://help.helixbydoctors.com/kb/bookings-calendar?hsLang=en-us)
- [Finance & Accounting](https://help.helixbydoctors.com/kb/finance-accounting?hsLang=en-us)
- [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us)
- [Inventory Management](https://help.helixbydoctors.com/kb/inventory-management?hsLang=en-us)
- [Insurance](https://help.helixbydoctors.com/kb/insurance?hsLang=en-us)
- [Control Panel](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#main-content)
- [Patient Billing](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#patient-billing)
- [Calendar](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#calendar)
- [Finances](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#finances)
- [Human Resources](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#human-resources)
- [Inventory](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#inventory)
- [EMR Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#emr-settings)
- [CRM Setup](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#crm-setup)
- [Structure](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#structure)
- [User Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#user-settings)
- [Templates](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#templates)
- [System Settings](https://help.helixbydoctors.com/kb/control-panel?hsLang=en-us#system-settings)
- [FAQ's](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#main-content)
- [Appointments & Calendar](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#appointments-calendar)
- [Reports](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#reports)
- [Finance](https://help.helixbydoctors.com/kb/faqs?hsLang=en-us#finance)
- [Human Resources](https://help.helixbydoctors.com/kb/human-resources?hsLang=en-us)
[](http://helixbydoctors.com)
[mailto:email@email.com](mailto:email@email.com)
Copyright ยฉ 2026, Optimus FZCO