Setting up a Setup Fee

FAQ: Setting up a Setup Fee in Agency Handy

1. What is the Setup Fee feature in Agency Handy?

   • The Setup Fee feature allows agencies to charge an initial one-time or recurring fee for subscription-based services during the initial purchase process.

2. Is the Setup Fee applied only for subscription-based services?

   • Yes, the Setup Fee can only be applied to subscription-based services in Agency Handy.

3. Can I customize the amount of the Setup Fee?

   • Absolutely. You can specify the exact amount of the Setup Fee when configuring the service.

4. Where do I configure the Setup Fee?

   • You can configure the Setup Fee under the 'Package Details' section of the service setup form.

5. Can the Setup Fee be applied on a recurring basis?

   • Yes, the Setup Fee can be set to recur for multiple billing cycles if needed.

6. How many cycles can the Setup Fee be applied for?

   • The duration of the Setup Fee cannot exceed the overall subscription cycle duration.

7. Does the Setup Fee show up in the catalog's pricing range?

   • No, the Setup Fee is not displayed in the catalog's visible pricing range. It is shown separately during checkout.

8. Will clients see the Setup Fee during checkout?

   • Yes, the Setup Fee will be clearly displayed during the checkout process as a separate line item.

9. Can the Setup Fee be added to manual orders?

   • Yes, but it must be added manually during the manual order creation process.

10. Does the Setup Fee appear separately on invoices?

• Yes, the Setup Fee appears as a separate line item from the subscription fee on the invoice.

1. Can the Setup Fee be edited in a proposal form?

• No, once configured, the Setup Fee cannot be edited in the proposal form. It is automatically applied based on the predefined settings.

1. How do I activate the Setup Fee for a service?

• During service configuration, toggle the 'Enable Setup Fee' option to activate it.

1. What happens if I forget to manually add the Setup Fee in a manual order?

• The client will not be charged for the Setup Fee, so it's crucial to remember to add it manually.

1. Is the Setup Fee refundable if the client cancels the service?

• This depends on your agency's refund policy. Agency Handy does not automatically process refunds for Setup Fees.

1. Can the Setup Fee be hidden from clients?

• No, for transparency, the Setup Fee is always displayed during checkout.

1. Can I use different currencies for the Setup Fee?

• Yes, you can select the currency when configuring the Setup Fee amount.

1. Does the Setup Fee affect the total subscription cost?

• Yes, it is added to the initial payment, increasing the total cost displayed at checkout.

1. Will the Setup Fee apply to renewals?

• No, the Setup Fee is only applied during the initial setup unless configured to recur for specific billing cycles.

1. Is the Setup Fee calculated before or after tax?

• The Setup Fee is calculated before tax, and the tax is applied to the total amount, including the Setup Fee.

1. Can I disable the Setup Fee after enabling it?

• Yes, you can disable it by toggling off the 'Enable Setup Fee' option during service configuration.

1. Can I view reports for collected Setup Fees?

• Yes, collected Setup Fees are reflected in your service reports for financial tracking.

1. What happens if I update the Setup Fee after it has been charged?

• Updates only affect future subscriptions; past invoices and payments remain unchanged.