Setup Fee In Recurring Invoices

Setup Fee In Recurring Invoices

July 12, 20241 min read

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.

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

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

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  1. Set the frequency according to your requirements.

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  1. Click on + Add an item.

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

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  1. 2 line items for the same product will be shown with the suffix “Setup Fee” added to the setup part of the price.

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

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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