# 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.

***

### 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.

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FIWNharCfBrG1XOh6iK9A%2FScreenshot_400.png?alt=media&#x26;token=d4934e67-4a9b-4b1e-99b1-4579e74cc679" alt=""><figcaption></figcaption></figure>

**1.2 Subscription Settings**

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

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FP2zVXAeYSHmaCQBvxXYi%2FScreenshot_398.png?alt=media&#x26;token=e1e27f99-5ada-4a74-9556-3b9f34cc1a96" alt=""><figcaption></figcaption></figure>

***

**2. Adding a Setup Fee**

* &#x20;**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.

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FRcFPYcmMPsBqVcyZFWRe%2FScreenshot_399.png?alt=media&#x26;token=2eaaca5d-b942-45f8-a00c-0029d14794d8" alt=""><figcaption></figcaption></figure>

***

### 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.
