Services & Products (Subscription Catalog)

Section: Sales
URL: /admin/sales/services (admin) · /services (client portal)
Page title: Products / Services

Overview

The Services & Products module provides a catalog of billable items in two types: Subscription Products (recurring, billed on a cycle via Stripe) and Invoice Products (one-time purchasable items billed via standard CRM invoices). Clients can browse and subscribe directly from their portal without involving the sales team.

This module is distinct from the warehouse commodity catalogue — it is designed for service-based or digital products that don't require stock management.

Business value

Enables self-service purchasing for clients and automates recurring billing without manual invoice creation each cycle.

Who uses it: Sales managers, finance, client success — and clients directly via the portal
Key benefit: Reduces manual workload for recurring billing and enables product-led growth through a public/client-visible catalog
Metrics it influences: Monthly recurring revenue (MRR), subscription conversion rate, average order value

Typical use cases:

SaaS-style monthly/annual subscription billed automatically via Stripe
Service packages (e.g. "Support Plan — 10h/month") that clients self-subscribe to
One-time add-on services purchasable from the client portal
Grouping related products for easier discovery in the portal

Accessing this module

Admin side:

/admin/sales/services

Client portal (public or authenticated):

/services

The public catalog visibility is controlled by the settings enable_subscription_products_view and enable_invoice_products_view.

Product types

Type	Billing	Stripe required	Portal visible
Subscription Product	Recurring (monthly / annual / custom cycle)	Yes	Configurable
Invoice Product	One-time, generates a standard CRM invoice	No	Configurable

Key concepts

Concept	Description
Subscription Product	A recurring product with price, cycle, and trial period; linked to Stripe for payment processing
Invoice Product	A one-time purchasable product that generates a CRM invoice on purchase
Product Group	A category used to organise the catalog in the portal
Subscribe action	Client selects a product → chooses quantity → subscription is created; Stripe handles payment
Purchase Log	History of all purchases (subscriptions and invoice-products) per client
Settings	Controls whether each product type is publicly visible in the portal

Common actions — Admin

View product catalog — /admin/sales/services → tabs for Subscription Products, Invoice Products, and Groups.
Add subscription product — Create → type subscription → fill in name, price, cycle, tax, currency, group.
Add invoice product — Create → type invoice → fill in name, price, tax, description.
Manage product groups — Groups tab → add/rename/delete categories used to organise the portal.
View purchase log — Purchase Log tab → all client subscriptions and one-time purchases with status and dates.
Configure portal visibility — Settings → toggle Enable subscription products view and Enable invoice products view.

Common actions — Client portal

Browse catalog — /services → lists all visible products by group.
Subscribe to a product — click product → select quantity → confirm → Stripe payment or invoice generated.
View product details — /services/details/{type}/{id}/{slug} → full description, pricing, subscription terms.
Public (unauthenticated) view — if enabled, non-logged-in visitors can browse the catalog (but must log in to purchase).

References

Invoices · Payments · Clients · Price Lists

Source: crm-connect-main/app/modules/services