Overview
Cost Price and Margin are optional fields available on products and product variants.
Once enabled:
Cost price is stored at the product price or variant level.
Margin is calculated automatically.
Cost data appears in Transactions CSV exports.
Existing transactions are not modified.
Definitions
Cost Price
The amount it costs your business to acquire, fulfill, or deliver a product.
Must be greater than or equal to 0.
Internal-only field.
Never shown to customers.
Margin (Amount)
The profit amount for a product.
Margin = Selling Price − Cost Price
Margin can be positive or negative.
Margin (Percentage)
The profit is expressed as a percentage of the cost price.
((Selling Price − Cost Price) ÷ Cost Price) × 100
If Cost Price is 0, Margin Percentage is treated as 100%.
Key Benefits
Platform-native profitability tracking.
Automatic margin calculations.
Works with one-time and recurring products.
Supports variants and multiple price options.
Export-ready transaction data.
Cost values remain consistent even when invoice or calendar prices are overridden.
Prerequisites
Before using Cost Price & Margin Tracking:
Access to Payments → Products
At least one product
Product create/edit permissions
How Cost Price & Margin Tracking Works
Cost Price and Margin are configured at the individual price level. For products with variants, each variant maintains its own Cost Price and Margin values.
How To Enable Margin Tracking For Products
Step 1: Open Products
Go to: Payments → Products
Step 2: Create or Open a Product
Click Create Product to create a new product.
Or open an existing product.
Step 3: Open Product Pricing
For existing products:
Open the product.
Locate the pricing section.
Click Edit beside the price you want to configure.
Step 4: Enable Add Margin
Inside the Pricing section:
Check Add Margin.
This reveals Cost Price and Margin settings.
Step 5: Enter Cost Price or Margin
Choose how you want the margin represented:
Amount
Percentage
Enter either:
Cost Price
Margin
The remaining value is calculated automatically.
Step 6: Save Product Changes
Click Save.
How To Enable Margin Tracking For Product Variants
For products with variants, Cost Price and Margin are configured individually for each variant. Tip: Variants must already exist before Cost Price and Margin can be configured.
Step 1: Open the Variants Section
Open the product and select Variants.
Step 2: Edit a Variant
Open the menu beside the variant and select Edit.
Step 3: Enable Add Margin
Inside the variant pricing screen:
Check Add Margin
Step 4: Enter Cost Price or Margin
Choose:
Amount
Percentage
Enter either value. The system automatically calculates the other.
Step 5: Save Variant Changes
Click Save.
Variant Pricing Behavior
Each variant maintains independent Cost Price and Margin values. Examples:
Small Shirt → Cost Price $10
Large Shirt → Cost Price $15
Margins are calculated separately for each variant.
How Cost Price & Margin Stay In Sync
The platform automatically recalculates values when pricing changes.
Amount Mode
Margin = Selling Price − Cost Price
Cost Price = Selling Price − Margin
Rules:
Cost Price ≥ 0
Margin may be positive or negative
Percentage Mode
Margin % = ((Selling Price − Cost Price) ÷ Cost Price) × 100
Validation Rules
Maximum Margin % = 100%
Minimum Margin % = -100%
Unlike markup, Margin % cannot exceed 100%.
When Selling Price Changes
When Selling Price changes:
Cost Price remains unchanged.
Margin recalculates automatically.
Switching between Amount and Percentage modes preserves data.
Cost Price Behavior in Invoices & Calendars
Selling prices can be overridden in invoices and calendars. Cost Price behaves differently.
Cost Price
Always uses the original product Cost Price.
Margin
Not recalculated at the invoice or calendar level.
Recurring Products
Setup fees are excluded.
Only recurring charges are used for margin calculations.
Transactions CSV Export
Cost Price is included in the Transactions CSV export.
Accessing the Export
Go to Payments → Transactions
Click Export CSV
CSV Column
A dedicated column is included:
Line Item Cost Price
Export Behavior
If Cost Price Exists
The Cost Price value is exported.
If Cost Price Does Not Exist
The column remains blank.
Invoice or Calendar Overrides
Original product Cost Price is exported.
Partial Payments
The full Cost Price is exported. It is not prorated.
Important
Cost Price data is not retroactive. Only transactions created after Cost Price is configured will include exported Cost Price values.
Common Issues and Fixes
Add Margin Is Not Visible
Cause
You are not editing a product price or variant.
Solution
Open the Pricing section and edit a specific product price or variant.
Margin Is Not Updating
Cause
Required values are missing.
Solution
Enter either:
Cost Price
Margin
The remaining field calculates automatically.
CSV Export Is Blank
Cause
Cost Price was never configured.
Solution
Enable Add Margin and save Cost Price values before creating transactions.
FAQ
Can I add Cost Price to existing products?
Yes. Open the product, edit the price or variant, and enable Add Margin. Existing transactions are not updated.
What happens if I enable Add Margin but leave the fields blank?
The system treats Cost Price as equal to Selling Price and exports that value. Margin becomes 0.
Is Cost Price visible to customers?
No. Cost Price is an internal field only.
Can I use different Cost Prices for different variants?
Yes. Every variant maintains its own Cost Price and Margin values.
Does changing Selling Price update Cost Price automatically?
No. Cost Price remains unchanged. Margin recalculates automatically.
Can I bulk-edit Cost Prices?
No. Bulk editing is not currently available.
Are setup fees included in margin calculations?
No. Setup fees are excluded. Only recurring charges are used.
Are historical transactions updated?
No. Cost Price information is not applied retroactively.