tag:support.getcheddar.com,2009-06-01:/discussions/questions/22621-is-it-posible-to-import-a-customer-in-a-plan-having-set-up-charge-but-in-first-invoice-no-set-up-fee-get-chargedCheddar: Discussion 2018-04-12T21:40:56Ztag:support.getcheddar.com,2009-06-01:Comment/387589242015-12-22T12:28:26Z2015-12-22T12:28:27ZIs it posible to import a customer in a Plan having set up Charge But in first Invoice No set Up Fee get charged<div><p>Helllo Team,</p>
<p>I have a customer who has already paid set up fee by cash. I
want to import that customer in my cheddar getter account via
import URl /customers/import/productCode/PRODUCT_CODE<br>
I am sending all parameter required parameters. I am sending plan
code in which there is set up fee and monthly reccuring fee. But i
want that for that customer only monthly fee get charged in first
invoice . I donot want to charge set up fee for that customer.
Please advice</p>
<p>Regards<br>
Kamal Garg</p></div>Kamal Gargtag:support.getcheddar.com,2009-06-01:Comment/387589242015-12-22T14:59:56Z2015-12-22T14:59:56ZIs it posible to import a customer in a Plan having set up Charge But in first Invoice No set Up Fee get charged<div><p>Hi Kamal,</p>
<p>Setup fees are applied during import as follows:</p>
<p>When the subscribed pricing plan includes a setup fee on the
initial invoice, the setup fee will be added to the initial invoice
upon import. If the setup fee is configured to bill immediately on
signup but the initial recurring invoice is configured to be billed
later, the setup fee is ignored during import.</p>
<p>If your plan is configured to bill during the import as
described above, and you'd like to avoid charging said configured
setup fee, you have a couple of options:</p>
<ol>
<li>You might consider removing the setup fee configuration from
your pricing plans until after you've completed the import. The
setup fee configuration is only in play during initial import. If
you add setup fee configuration later, your existing customer
records in CheddarGetter will not be affected.<br></li>
<li>You may alternatively add it as a custom credit to the initial
invoice during import to make the net setup fee amount zero.</li>
</ol></div>Drew Songertag:support.getcheddar.com,2009-06-01:Comment/387589242015-12-24T11:28:03Z2015-12-24T11:28:03ZIs it posible to import a customer in a Plan having set up Charge But in first Invoice No set Up Fee get charged<div><p>Hii Drew,</p>
<p>Thank you for your reply.</p>
<p>I have changed Plan configuration and removed the configuration
for set up fee from that plan , Then I imported a customer to that
plan with future date of intial invoice . Then initial invoice is
showing only plan monthly fee .This is as expected . But as I
changed plan configuration and add set set up configuration in plan
again and again come to the initial invoice ,Now it is showing set
up fee in the invoice to be paid. As you have mentioned in you last
mail that<br>
"you might consider removing the setup fee configuration from your
pricing plans until after you've completed the import. The setup
fee configuration is only in play during initial import. "</p>
<p>Is it means this line will be applicable only for the customer
whose initilal invoice has been changed?</p>
<p>But my requirement is to removed the set up fee from initilal
invoice . I do not want to add charge or credit to the invoices .
So could you please advice me any other solution .</p>
<p>Thanks for support !!</p>
<p>Regards<br>
Kamal Garg</p></div>Yashu Tyagitag:support.getcheddar.com,2009-06-01:Comment/387589242015-12-28T15:46:18Z2015-12-28T15:46:18ZIs it posible to import a customer in a Plan having set up Charge But in first Invoice No set Up Fee get charged<div><blockquote>
<p>Is it means this line will be applicable only for the customer
whose initial invoice has been changed?</p>
</blockquote>
<p>If you turn off the setup configuration, import
customers(basically the same as creating new ones), and then turn
on the setup configuration, the recently created customer's invoice
should not reflect a setup fee. Setup fees can only be applied
during the creation of a customer. Because there was no setup
charge during the creation of the customer, the invoice should not
reflect one. If you are seeing this, it must be a bug. However, I
created a customer similarly in a testing environment and it seems
to work.</p>
<p>With that said, you can also create a 100% off promotion that
will only apply to the setup fee. This should eliminate the
possibility of a setup being charged. Just include the promo code
when you import the customer. You can create this promotion
<a href="https://cheddargetter.com/admin/promotions/new/">here</a>.</p></div>Drew Songer