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Edit or archive a product

  1. From Pricing & Packaging in the left nav, click the product name to open the product details page.
  2. Open the three-dot menu (⋮) on a product row.
  3. To edit, click Edit and update the name, or mapping. Click Save when done.
  4. To archive, click Archive. Archived Products can still be referenced in historical invoices and reports. New prices cannot be added to an archived Product.

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Edit a price’s details

Editing a price updates the existing price in place; it does not create a new price or change the price ID. Open the price from the product detail page, click Edit price, and update:
  • Name — globally updates how the line item appears on invoices in Orb and the Customer Portal. Historical invoice PDFs are not affected.
  • Description — internal context for the price. Not shown to customers.
  • External price ID — the alias used to reference the price through the API.

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Changing a rate

A price’s rate and pricing configuration are immutable once created. This is deliberate: every invoice stays auditable against exactly the configuration that produced it, and a rate never changes out from under a customer. To move to a new rate:
  1. Create a new price on the same product with the new configuration.
  2. Add it to the relevant plans as new plan versions, replacing the old price. See Building your product catalog and pricebook for the flows.
  3. Migrate existing subscriptions to the new versions. Refer to price changes for more detail.
  4. Archive the old price once you no longer want it used in new configurations.

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Archive or unarchive a price

From the three-dot menu (⋮) on a price, click Archive. Archiving hides the price from your catalog and selection menus without changing any plans or subscriptions that already use it, and the price remains in historical invoices, exports, and reports. Unarchive restores it to the catalog; a price cannot be unarchived while its product is archived. The same menu also offers Duplicate, which creates a new price with the same configuration, and Add to plans, which rolls the price into new versions of the plans you select.