How to create and add a one-time(Deposit) setup fee to the invoices?
In Payfunnels, you can take a deposit/upfront fee while setting up recurring and payment plan invoices using the one-time setup fee option.
Below are the steps to create a one-time setup fee under 'Settings':
- To create a one-time setup fee, log in to your Payfunnels account and go to the 'Settings' section under the 'Billing' tab. Locate the One-time setup fees settings option and click on the add button.
- Then, you will be asked to enter the details to add the one-time setup fee.
- First, add a label according to your business needs or you can keep 'One-time setup fees'.
- Then enter the amount, choose currency, and click on the 'Save' button.
- Here, you can see the setup fee is created. You can add and manage multiple setup fees with different names.
Now, follow the below steps to create an invoice with a one-time setup fee:
- While creating recurring and payment plan invoices, please go to the advanced options and you will see an option to enable and select a one-time setup fee/deposit amount. Below is the screenshot.
- Below is the invoice checkout with a one-time setup fee:
- Note: A one-time setup fee will be charged right away even if you have trial days in the invoice. Please check the below-related articles to learn more about this feature.
Please email us at support@payfunnels.com if you have any queries and we are happy to assist.