How do I charge a client a setup fee now and start the monthly fee later, or change their price, trial or bill date?

You can bill the setup fee and the monthly fee together on one product (usually easier) or separately. When a client buys a SaaS plan, their sub-account is created and their card is stored, so you can add more purchases later, such as the monthly plan when you want it to start.

1. Go to Contacts and search for your client. A sub-account has a small icon next to the name.
2. Open the contact and click the Billing tab on the right. It shows the sub-account details and the packages and add-ons they have purchased.
3. Click the plus button next to Purchases and select your product.
4. In the pop-up, override the settings if needed: price per month, setup fee and trial period. Enter a number of days in the trial period (for example 14 or 45) to push the first monthly charge out by that many days, or set the setup fee to zero to waive it.
5. To move a later charge, click the next bill date on the purchase and change the date.

The override options only appear when the client has a credit card on file.