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What's the recommended best practice for upsell settings?

Frank Hagan

I know I can choose to bundle them and send one invoice for all the upsells at the end of the process, or charge individually and send the invoice as each transaction is made. But what method is the "best practice"? Thanks!

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I n general, we recommend bundling the Upsell Forms for the best user experience. However, clients with complex upsell funnels with many Upsell Forms, or clients with long timeout settings, should choose to treat each Upsell Form as an individual transaction.

Check out this article for more information!

Frank Hagan
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