When adding a product or service to a plan, you can choose how it behaves on quotes and invoices by selecting a product type. The product type controls whether the item is visible to customers during quoting, how it contributes to billing totals, and whether it generates invoice line items.
There are three product types available: Standard, Non-displayed charge, and Optional add-on.
Standard product type
A Standard product is the default product type. It is visible to customers in the quote pricing table and contract PDF, contributes to billing totals, and appears as a line item on invoices when charges apply.
Line items for usage-based Standard product types will be hidden on invoices if there is no usage added during the billing period.
Use the Standard product type for products and services that are a core part of your offering and should be clearly visible to the customer throughout quoting and billing.
Example use case for the Standard product type: A platform subscription or per-seat license that appears as a standard line item on every quote.
Non-displayed charge product type
A Non-displayed charge product type is hidden from the customer-facing quote pricing table and contract PDF, but it is included in billing totals. It appears as a line item on invoices when charges apply.
Line items for usage-based Non-displayed charge product types will be hidden on invoices if there is no usage added during the billing period.
Use the Non-displayed charge product type for products that should be billed but not shown to customers during quoting.
Example use cases for Non-displayed charge product type:
Usage-based items that you'd like to hide on the invoice if there is no usage during the billing period.
Backend processing fees or conditional usage charges that factor into the total but are not part of the customer-facing price breakdown.
Optional add-on product type
An Optional add-on product is excluded from the quote pricing table and does not generate invoice line items. It is not invoiced by default.
Use the Optional add-on type for products that are situational or customer-specific and should only appear on a quote when manually added for a particular customer.
Example use case for an Optional add-on: A professional services package that only some customers require and that your team manually adds to the quote when applicable.
How to set a product type
You set a product type when adding a product or service to a plan. To set a product type:
Go to Catalog > Plans.
Open an existing plan or click Add plan to create a new one.
In the Plan details tab, click + Product or service.
In the Add product or service dialog, enter the product name and select a product type: Standard, Non-displayed charge, or Optional add-on.
Optionally, use the Nest under dropdown to group this product under another product in the plan.
Add a description if needed, then click Save.
Note: The product type you set in a plan is the default for any quote generated from that plan. You cannot override the set product type for individual quotes.