Step 1 of 7 · Admin
Set up the catalog
Products, plans, taxes and discounts.
Everything downstream depends on the catalog, so start here. You define what you sell, how often you bill for it, and which taxes and discounts apply.
What to create
- Products with a clear name and base price
- Variants (size, brand, tier) with an extra price where relevant
- At least one recurring plan: daily, weekly, monthly or yearly
- Your default tax, such as GST 18%
- Any standing discounts
What Knock automates
- Prices flow into every quote and invoice
- Variant extras are added to the base price
- Default tax pre-selected
Checklist
- 1Add your first product
- 2Add variants if prices differ
- 3Create a plan
- 4Create and default your GST tax
- 5Add discounts you plan to offer
Common mistakes
- Skipping the default tax and fixing it on every line later
- Creating one product per price instead of using variants
- Making a plan for every customer instead of reusing standard ones
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.