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The fields can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields.
The fields can contain HTML tags to enhance the on screen display. These tags will not show in emails, rate description and invoice fields.


You can calculate an invoice balance only for certain upsell items or exclude upsell items from being added to the invoice balance. If you want to use this functionality you will need to add a status to the upsell item.
To set the status field of the invoice item include a pipe symbol '''|''' between the name text and the status text. For example '''Name of item | Status'''


To set the status field of the invoice item include a pipe symbol '''|''' between the description text and the status text. For example '''Description of item | Status'''
The status value can be used for additional information and for reports, for example by including or excluding items with specific status values.
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