How do I add upsell on an Invoice?

You can now add Upsells (Add-Ons) for products in PayFunnels! Upsells allow you to offer additional products or services to customers during checkout, helping you increase your revenue.

• Click on "New Invoice."
• Select the "Multiple Products" option.
• Choose an Invoice Type: One-Time, Recurring, or Payment Plan. (See the screenshot below.)

• Let's select "One-Time", then click on "+ Add Product" to add the first product.

• Enter the Product Name, Description, and Amount.
• Enable the "Upselling" toggle. (See the screenshot below.)

• Now, click on the +Add Product.

You will now be prompted to enter the upsell/add-on product information. Enter the upsell product details, including name, description, and amount.

• At this stage, you have 2 additional options as below:

1. Quantity: Allows customers to purchase the product in multiple quantities.
2. Set as Default: Lets you designate a default product if multiple products/upsells are created under the main product. Once done, click "Save" to add the upsell product.

• After saving, you will see the add-on listed under the Upselling section.
• To add another add-on, click on "+ Add Product" again. (See the screenshot below.)

• You can create a new group(category) for add-ons by clicking on the "+ Add New Group" button.

• In this example, we’ll keep a single group(Category).
• Scroll down and click "Save" to finalize the invoice.
• The screenshot below shows how the add-ons/upsells will be displayed during checkout.

If you have any questions, feel free to email us at support@payfunnels.com.