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Your client is on a recurring subscription and wants to purchase extras on top of their existing plan. This article walks you through where to manage your add-ons, how to include them on invoices, and what to expect when a clientâs subscription changes.
How to View and Manage All Your Add-ons
On your dashboard, click Services on the left sidebar, then select Add-ons.
All your Add-ons are listed here with their title, price, and charge type.
Click the three dots on the right of any add-on and select Edit or Delete.
âClick Create Add-on in the top-right corner. For full instructions, refer to How to Create Add-on Service
How to Include Add-ons on an Invoice
On your dashboard, click Invoices on the left sidebar, then click Create Invoice.
Click Add Line Item and select the clientâs subscription service.
Click Add Line Item again and select the relevant add-on. It will appear directly below the subscription on the invoice with its rate, quantity, and line total.
âComplete the remaining invoice details and send it to the client.
How to Check Add-ons on a Request
Go to the request you want to check.
On the right side of the Request Details page, check the Summary panel to see which add-ons the client purchased alongside their subscription.
What Happens to Add-ons During Plan Changes
When a client upgrades, downgrades, or has a scheduled subscription change, their add-ons automatically carry over with the correct pricing and remain attached to the right service. No manual adjustment is needed.
If a subscription is cancelled, add-ons are handled accurately alongside it.