How To Charge A One-Time Delivery Fee
Let's imagine that you give customers a cooler when they first sign up, so you want to charge them a one-time $10 fee after they pay for their first order. (Other scenarios might be you charge them one-time fee to join your service, or any other time you might want to charge customers an additional amount after they place their very first order).
How to charge a one-time delivery fee:
- Go to the Dashboard -> Rules
- Scroll down and click on "New Invoice Rule"
- In the top-right corner of the new rule, go to "Ifs"
- Click "Add Paid" (this means the rule will trigger when the order is paid for)
- Click "Save"
- Go back to the top-right dropdown, select "Ifs" again
- Click "Add Has Paid You X Times" (this is the number of times the customer has now paid you)
- Enter 1
- Click "Save"
- Go back to the top-right dropdown, select "Ifs" again
- Click "Add Is Subscription" (this makes sure the customer ordered from a plan and didn't buy something like a gift card)
- Click "Save"
- You're now looking at the Thens action options.
- Click "Schedule a Rule" (we could click "New Invoice" here, but you want to delay charging the card a second time so that the credit card company doesn't block the charge for coming so closely to the first one)
- Type "in 10 minutes" into the scheduled time box, and click "Save"
- Open up the scheduled rule options (you should now see the THENs for the scheduled rule)
- Click "Invoice"
- Put "One-time cooler charge" into the Description box
- Put "10" into the price box
- Leave Quantity as 1
- Scroll down and select "Charge" and then optionally select whether to text the customer a receipt
- Click "Save"
That's it! Now, after a customer pays you for the first time, IF it's their first order, THEN it'll charge them an additional $10 in ten minutes.