All Collections
Using MoonClerk
Payment Forms
How do I charge an up-front, one-time amount on a recurring plan?
How do I charge an up-front, one-time amount on a recurring plan?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over a week ago

When you set up a recurring plan, you can charge an initial, one-time, up-front amount (for example a deposit on a rental unit) and then charge a different amount that recurs. In order to add an up-front amount:

1) Create a new payment form (or find the form you'd like to edit)

2) As you're creating or editing your payment form, find the Frequency section and choose Recurring.
​

3) Choose Yes to the question, "Include an upfront one-time amount?"
​

4) Enter the Amount and a description for the Upfront Amount. If are setting up recurring checkouts with delayed starts (for example, there is a trial period), you can choose whether you'd like the Upfront amount to be charged as soon as the payer checks out or when the plan starts.
​

If plan starts immediately, upfront amount will be charged immediately regardless of selection.

5) Once you've finished editing or creating your payment form, click Save or Save & Finish.
​

Did this answer your question?