Add-ons are a useful feature that allows you to add a fixed charge that is not recurring to one-off invoices. This can be used to apply one-time fees such as a setup fee, one-time payment, or customer success fee.
To create an add-on through the user interface, follow these steps:
To create an add-on through the user interface, follow these steps:
In the add-ons section, you can edit or delete add-ons by clicking the ellipsis icon. Editing allows you to modify the name, code, description, and settings of the add-on, while deleting removes the add-on from the list (this action cannot be undone). Please note that you cannot edit or delete an add-on that has already been applied to a customer.
To assign an add-on to a customer, you need to create a one-off invoice. Simply select the add-on(s) you wish to apply from the add-ons section while creating the invoice, and the fixed charge will be added to the total amount due.