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How to create a setup fee

In many businesses, especially for recurring products, you may want to charge a one-time setup fee. Please note you must first enable the Required products feature under Configuration > Product to use this functionality.

  1. You can do so by first creating your usual product for sale (See "How to create a simple product" and "How to create a recurring product").
     
  2. Then create your setup fee as another new product following the same steps as your previous product. Under the Display tab, uncheck the Published checkbox to hide this product from public view. Configure the price for the default variant and any other settings you need. Make sure the variant's recurring interval is zero since this is a one-time setup fee. Save your product.
     
  3. Go back to your previous product and associate the setup product as a requirement under the Required tab.

Now when the customer purchases the first product, it will automatically add the required setup fee.

Comments

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Alan Ray, CEO Oct 02, 2017 11:45 PM
It is way too complicated, someone should have it where you click on what is needed and setup click on lve.  I have to ask Accord to complete these tasks to make sure it works correctly. It is not user-friendly to a layperson.
Stephen L Oct 12, 2017 2:11 PM
We're going to pass your comments to the engineers to see if this is something we can improve in the near future. The reason a setup fee is done as a separate product is the setup fee itself may have a different tax rate as well as making it possible to charge once even if the customer purchases several same products.

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