Hi Everyone,
I wanted to reach out to the community so that I could get others to chime in on the issue our company is having with our need for recurring invoicing and one-time fees. The only current solution to have a one-time fee included within a Recurring Invoice is to add it and then manually remove it after the initial recurring scheduled invoice is paid. This creates a lot more manual work on our end, but the bigger issue is the confusion and risk it poses with the client. First, we have to explain that their next scheduled invoice will initially show up wrong until we manually correct it by removing the one-time fee. Then, we also have to explain that they will need to approve this removal of the one-time fee before it can actually take effect and be corrected. This runs great risk that they will ignore, forget, get confused, lose trust, or other possible unfavorable outcomes that will result in them not approving the change and our company not getting paid on the recurring fee. Our recurring fee is only once a year so we need a set it and forget it option for the customer, quick and easy.
Please chime in if this is an issue for anyone else. Many other payment processing systems have simple options, and they don’t include manual removals or other steps. You set the invoice up initially with the one-time fee plus the recurring fee(s) and are done. The customer pays once and agrees to recurring payments, and that’s it. The only thing left to worry about is cancelations before the next billing or a payment that doesn’t go through.
Thanks,
Peter
