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. Then, go to the 'One-time setup fees' and click on the add button.

• After clicking on Add button, 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.
• You can also create a new one-time setup fee by clicking on 'Add one-time setup fees' while creating the invoice.

• 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.