Add-ons are optional products or services that your sales team can quickly add to a client's proposal or invoice.
Why this matters
Creating add-ons for commonly offered products and services helps your team use consistent names, descriptions, pricing, and tax settings when building proposals and invoices.
Before you start
Know the name, description, price, and applicable tax treatment for the add-on you want to create.
In Releventful
Go to Billing & Sales → Manage Add-Ons.
Click Add Add-On.
Enter the add-on's name, description, and price.
Select the appropriate tax type.
Click Save.
Check the result
Open a sample invoice and click Add Add-On. Select your new add-on and confirm that its description, price, tax, and invoice total appear as expected.
Important to know
Changes to an add-on are intended for future use. If an add-on has already been included on an existing client's proposal or invoice, review that document separately before making changes to what was previously quoted or accepted.