Allow Setup Fee + Trials in Recurring Invoice Templates
complete
S
Shana Bresnahan
Currently when you have a product with a setup fee or a trial in the recurring invoice template, it does not charge the setup fee or implement the trial. The only solution is separate invoices or creating a check out page.
Also, there's no warning when adding a product with a setup fee or trial that those will not work within a recurring template.
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A
Agency Admin
Any updates on this?
S
Sales & Marketing
complete
J
Jakin Harper
Sales & Marketing support doc?
S
Sales & Marketing
in progress
S
Sales & Marketing
planned
S
Sales & Marketing
Merged in a post:
Invoice improvements: 30 day frequency, one-time fee and recurring on same invoice, and if statement for sales tax
S
Shane Cates
It would be great if the following features are added to the recurring invoices:
- frequency of every 30 days
- be able to charge a one-time setup fee and a recurring on the same invoice
- if statement for client's location to add sales tax (e.g., if client is located in x state then charge y tax
D
Derick Fortin
This seems like a no brainer...
A
Alejandro Bringas
We also need this urgently, cannot operate the business completely in GHL without this.
M
Matthew Miller
I thought I was the only one. I find it so weird that the setup fee is not added in. It basically renders the invoice useless. I spent all that time setting up my templates and integrating with agreement only to get sideswiped at the 1 yard line with bad math! I did find a work around w/ separate invoices, but that is just dumb. I hope they fix this.
C
Chris Bigelow
I agree, this needs to be added.
M
Myles Walsh
Agreed that this is a needed feature. Having a setup fee and trial period are common in recurring business models.
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