How do you create multiple products on a single invoice?
You can now create multiple products under the same invoice in Payfunnels, allowing you to upsell and generate more revenue within a single transaction.
- To get started, click on New Invoice, select the Multiple Products option, and then choose an Invoice Type, One-Time, Recurring, or Payment Plan. (See the screenshot below.)
- For this example, we’ll select One-Time, then click on + Add Product to add the first product. If you want to allow customers to choose multiple products at checkout, simply toggle the corresponding option on.
- Next, enter the Product Name, Description, and Amount, then save it.
- At this stage, you have three additional options to customize the product further.
- The Quantity option allows customers to purchase the product in multiple quantities.
- The Set as Default option lets you designate a default product if multiple products are listed in the invoice.
- Lastly, the Upselling toggle enables you to add additional upsell options or add-ons to maximize revenue. (See the screenshot below.)
- Once the first product is created, you can add more products under the same invoice by clicking + Add Product and repeating the previous steps. Below is the screenshot.
- Once the first product is created, you can add more products under the same invoice by clicking + Add Product and repeating the previous steps.
- You can continue adding as many products as needed, all under a single invoice, making it easier to offer multiple options to your customers.
- After finalizing the products, simply save the invoice, and you’re done!
- In the screenshot below, you can see an example of an invoice checkout that includes multiple products.
If you have any questions, feel free to reach out to us at support@payfunnels.com.