OFFICE: Items / Add-ons / Packages / Taxes / Discounts Settings
Configure billing items, add-ons, packages, price bumps, taxes, and discounts in Unificus.
What are Items, Add-ons, Packages and Price Bumps?
An Item represents a service or product that appears on Invoices or Estimates with an associated quantity and rate. Beyond standalone Items, you can leverage Add-ons and Packages to expand your offerings. Add-ons are supplementary services or products customers can purchase alongside main offerings. Packages bundle Items and Add-ons together to present curated options to clients. Price Bumps function similarly to Add-ons as optional services, but they increase the rate of an existing Item, Add-On, or Package (whether one-time or recurring). For Subscriptions, Price Bumps raise each scheduled payment by the specified amount.
Pre-configuring Items, Add-ons, Packages, and Price Bumps enables fast insertion when generating Invoices, Estimates, Invoice Generators, Recurring Generators, or Accumulating Generators.
CLICK HERE to learn about Billing.
How do I customize my Billing Items?
Go to Office > Settings and select the Items tab from the left menu.
Select the +Add Item button.
A form modal opens with customizable fields.
Choose between a ‘One Time’ or ‘Subscription Plan’ option.
CLICK HERE to learn about Subscriptions
Image: Override the default picture by uploading a custom image.
Reference Title: An internal-only friendly name for your team.
Public Title: The name displayed to the client.
Standard Description: Optional product or service description used when HTML styling isn’t available, such as in limited Checkout Form spaces.
Styled Description: A richly formatted description displayed where HTML and CSS styling are supported.
Highlight Tag Label: A promotional tag for Checkout Forms or Proposal Blocks (e.g., “Popular” or “Best Deal”).
Make a Donation: Enable clients to contribute an optional donation by toggling this option and setting a minimum and default amount.
Quantity: Number of units.
Allow Target to change Quantity: Optionally permit clients to adjust the quantity.
Rate: The cost per unit.
Discount: A value subtracted from the total—enter either a fixed amount or percentage.
Tax: Toggle to apply tax calculations.
Make this a Dynamic Item: Unlock Dynamic Item functionality so quantities, rates, and discounts can be modified when using Auto-Templates or generators.
IMPORTANT: Dynamic Items must be created directly in the On-Demand Invoice Generator. After creation, save the Dynamic Item to your items list for reuse.
CLICK HERE to learn more about On-Demand Invoice Generators
Automation Options: Automations configured here execute when an Invoice containing this Item is marked Paid or an Estimate is Approved.
How do I customize Add-ons?
Go to Office > Settings and select the Add-ons tab from the left menu.
Select the +Add ADD-ON button.
Choose between a ‘One Time’ or ‘Subscription Plan’ option.
A form modal opens with customizable fields.
Choose between a ‘One Time’ or ‘Subscription Plan’ option.
CLICK HERE to learn about Subscriptions
Image: Override the default picture by uploading a custom image.
Reference Title: An internal-only friendly name for your team.
Public Title: The name displayed to the client.
Standard Description: Optional product or service description used when HTML styling isn’t available, such as in limited Checkout Form spaces.
Styled Description: A richly formatted description displayed where HTML and CSS styling are supported.
Custom Price Description: Optional custom text for price formatting; if left blank, the default format applies.
Highlight Tag Label: A promotional tag for Checkout Forms or Proposal Blocks (e.g., “Popular” or “Best Deal”).
Make a Donation: Enable clients to contribute an optional donation by toggling this option and setting a minimum and default amount.
Quantity: Number of units.
Allow Target to change Quantity: Optionally permit clients to adjust the quantity.
Rate: The cost per unit.
Discount: A value subtracted from the total—enter either a fixed amount or percentage.
Tax: Toggle to apply tax calculations.
Conditional Availability: Specify which Items must be selected for this Add-on to appear. You can require all listed Items to be selected or just one.
Automation Options: Automations configured here execute when an Invoice containing this Add-on is marked Paid or an Estimate is Approved.
How do I customize Packages?
Go to Office > Settings and select the Packages tab from the left menu.
Select the +Add Package button.
A form modal opens with customizable fields.
Designate your package as One-time Payment or Subscription Plan.
Choose between a ‘One Time’ or ‘Subscription Plan’ option.
CLICK HERE to learn about Subscriptions.
Image: Override the default picture by uploading a custom image.
Reference Title: An internal-only friendly name for your team.
Public Title: The name displayed to the client.
Standard Description: Optional product or service description used when HTML styling isn’t available, such as in limited Checkout Form spaces.
Styled Description: A richly formatted description displayed where HTML and CSS styling are supported.
Custom Price Description: Optional custom text for price formatting; if left blank, the default format applies.
Highlight Tag Label: A promotional tag for Checkout Forms or Proposal Blocks (e.g., “Popular” or “Best Deal”).
Rate: The cost per package unit.
Discount: A value subtracted from the total—enter either a fixed amount or percentage.
Tax: Toggle to apply tax calculations.
Included Item(s): Add one or more Items to bundle into the Package.
Included Add-on(s): Include any Add-ons within this Package. Note: Add-ons must satisfy their Conditional Availability requirements based on the Items you select.
Automation Options: Automations configured here execute when an Invoice containing this Package is marked Paid or an Estimate is Approved.
How do I customize Price Bumps?
Go to Office > Settings and select the Price Bumps tab from the left menu.
Select the +Add Price Bump button.
A form modal opens with customizable fields.
Picture: Override the default picture by uploading a custom image.
Reference Title: An internal-only friendly name for your team.
Public Title: The name displayed to the client.
Standard Description: Optional product or service description used when HTML styling isn’t available, such as in limited Checkout Form spaces.
Styled Description: A richly formatted description displayed where HTML and CSS styling are supported.
Highlight Tag Label: A promotional tag for Checkout Forms or Proposal Blocks (e.g., “Popular” or “Best Deal”).
Conditional Availability: Select the Items, Add-ons, or Packages (one-time or recurring) to which this Price Bump applies.
Rate: The additional cost amount.
Automation Options: Automations configured here execute when an Invoice containing this Price Bump is marked Paid or an Estimate is Approved.
What is Tax?
A Tax represents a percentage-based fee applied to Invoices or Estimates. It can be assessed on individual Items or the overall total.
How do I customize my Billing Taxes?
Go to Office > Settings and select the Taxes tab from the left menu.
Select the +Add Tax button.
A form modal opens with customizable fields.
Image: Override the default picture by uploading a custom image.
Reference Title: An internal-only friendly name for your team.
Public Title: The name displayed to the client.
Public Description: Optional explanation of the tax.
Rate: The tax percentage.
Apply Tax: Choose whether the tax is calculated before or after any Discount.
Global Tax: Enable this to apply the tax automatically to all applicable documents.
What is a Discount?
A Discount is a deduction applied to Invoices and Estimates. It can be a fixed amount or percentage and may be applied to individual Items or the overall total.
How do I customize my Discounts?
Go to Office > Settings and select the Discounts tab from the left menu.
Select the +Add Discount button.
A form modal opens with customizable fields.
Image: Override the default picture by uploading a custom image.
Reference Title: An internal-only friendly name for your team.
Public Title: The name displayed to the client.
Description: Optional explanation of the discount.
Rate: A numerical value representing the discount.
Rate Type: Select whether the Rate is an Amount or Percentage.
TIP: When Rate Type is set to “Amount,” the currency matches your Invoice or Estimate configuration.