Products, Services, and Fees are the types of line items you can add to an invoice. Each type of line item acts slightly different depending on your selection. 

  • Products - Sales tax & shipping CHARGED. 
  • Services - Sales tax & shipping NOT charged. 
  • Fees - Sales tax & shipping NOT charged. 

When editing an existing invoice, you can choose to add a line item only one-time or have it recurring with the subscription plan: 

You will see the recurring symbol on the line items set to recur and remain with the subscription plan.

Widgets & Forms:

  • Recurring - Converted into product and attached to the invoice. Remains with a subscription on future invoices.
  • One-time Product - Converted into a product and attached to the invoice. Discontinues after invoice has been paid.
  • One-time Fee - Converted into fee, attached to the invoice.  Discontinues after invoice has been paid.

Screenshot of the upsell widget's type setting under product settings:

Related Articles:

How to edit upcoming invoices

How to create a manual charge 

How to manage customers on PayWhirl

Please let us know if you have any questions about the differences between the types of line items that can be added to invoices.

Best,
Team PayWhirl

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