Setup Fee In Recurring Invoices

Setup Fee In Recurring Invoices

Software Updates

June 15, 2024 ● 2 min read

Setup Fee In Recurring Invoices

When onboarding a new client, you can add a setup fee to the first invoice while maintaining the regular monthly charges.

Setup Fee In Recurring Invoices: This feature allows you to add a one-time setup fee to their recurring invoices, providing a flexible billing solution.

⭐️ Why Does It Matter To Your Business?

  • Flexibility: Easily incorporate setup fees into recurring billing cycles.

  • Accuracy: Ensure precise billing by distinguishing one-time fees from recurring charges.

  • Professionalism: Present detailed and clear invoices to clients.

⭐️ How To Setup Fee in Recurring Invoices:

  1. Access the “Payments” tab from the left navigation menu. Click on a product from the upper navigation menu and create a new product.

  2. Now click on pricing, select the type of recurring, and also add the setup fee.

  3. Access the invoices from the upper navigation menu and click on “+ New > New Recurring Template.”

  4. Set the frequency according to your requirements.

  5. Click on + Add an item.

  6. Add the product that has a setup fee in it and click the save button.

  7. 2 line items for the same product will be shown with the suffix “Setup Fee” added to the setup part of the price.

This feature enhances the CRM's billing capabilities, offering a comprehensive invoicing solution for businesses.

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