This guide answers common questions about working with products and invoices in Aesthetix CRM. Whether you are billing patients for a single treatment or building out your product catalog, these tips explain how the invoice builder behaves and where current limitations apply.
If you notice that only a few of your products show up when you create an invoice, this is expected behavior. The invoice builder displays one-time payment products only. Any product set up as a recurring payment will not appear in the list and cannot be added to an invoice.
This keeps invoices clear and accurate, so patients are billed once for the treatments or products they are purchasing rather than being enrolled in a recurring charge by mistake. If a product you expect to see is missing, check whether it was created as a recurring product.
For a walkthrough of accepting payments and choosing a processor, see the Payments collection.
Tip: Aesthetix CRM offers AX Pay, our own payment processing with rates better than Stripe. See AX Pay Overview and Setup Guide.
There is currently no built-in option to cap the number of times an upsell can be purchased. Every eligible patient who reaches the upsell can accept it. This has been shared with our product team as a feature request, and we track this kind of feedback when planning future updates.
Why can I only see a few of my products when I create an invoice? The invoice builder shows one-time payment products only. Products set up as recurring payments are not selectable in an invoice, which keeps your patient billing clear and accurate.
How do I get a recurring product onto an invoice? You cannot add a recurring product to a standard invoice. If a patient needs a one-time charge for that item, create a one-time payment version of the product.
Can I restrict the number of purchases for an upsell? Not at this time. There is no setting to limit how many times an upsell can be bought. The request has been forwarded to our product team for consideration.
