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

  • Products - Sales tax & shipping charged. Remains with a subscription on future invoices.
  • Services - Sales tax & shipping NOT charged. Remains with a subscription on future invoices.
  • Fees - Sales tax & shipping NOT charged. Discontinues after invoice has been paid.

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:

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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