Setting up a Setup Fee

The "Setup Fee" feature in Agency Handy allows agencies to charge an initial fee for subscription-based services. This one-time or recurring fee is applied during the initial purchase process, adding flexibility and additional revenue streams for services that require initial setup or onboarding.

Benefits

• Additional Revenue: Add a recurring setup fee to services for extra income.

• Customization: Control how and when setup fees are applied to your subscription services.

• Transparency: Display setup fees clearly to clients during the checkout process.

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Steps to Use

1. Accessing the Setup Fee Section

1.1 Navigate to the Service Configuration

• Log in: Access your Agency Handy account.

• Go to Services Tab: From the dashboard, navigate to the Services tab.

• Create or Edit Service:

  • Click on Create New Service or Edit an existing subscription-based service to apply the setup fee.

  

1.2 Subscription Settings

• Subscription-Based Service: In the service setup form, ensure the service is marked as a Subscription-Based Service.

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2. Adding a Setup Fee

• Locate Setup Fee Section: Find the Setup Fee section within the package details secton.

2.1 Enable Setup Fee

• Activate Setup Fee: Toggle the Enable Setup Fee option to apply a setup fee for the selected service.

2.2 Specify Setup Fee Amount

• Enter Amount: Input the exact amount for the setup fee. This fee will be applied as a one-time or recurring charge during the initial purchase or based on your configuration.

2.3 Setup Fee Duration

• Specify Duration: Define how many billing cycles the setup fee should be charged for (e.g., one cycle or multiple cycles). The duration of the setup fee cannot exceed the overall subscription cycle.

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Important Notes

• Catalog Visibility: The setup fee will not be displayed in the pricing range visible in the catalog or service purchase section.

• Setup Fee Duration: Ensure that the setup fee duration does not exceed the cycle duration of the subscription.

• Manual Adjustments: Setup fees need to be manually added during manual order creation for invoices.

• Checkout Process: The setup fee will be displayed separately from the subscription fee during checkout. The client will see the total cost with a clear breakdown showing both the setup and subscription fees.

• Payment Process: During the purchase process, the setup fee will be charged according to the duration of the configured setup fee.

• Invoice Display: The invoice generated will show the setup fee as a separate line item from the recurring subscription fee for clear visibility.

• Manual Order Creation: Setup fees will also apply to manual order creation. When creating manual subscription invoices, the setup fee must be added manually by selecting Add Item during the invoice creation process.

• Automatic Application: Setup fees will be automatically applied to subscriptions created from a proposal. Like manual orders, the setup fee cannot be edited in the proposal form and will be applied based on the predefined configuration.

• Transparency: Always ensure that the setup fee is clearly displayed during checkout to maintain trust and transparency with clients.