Why We Built This
Before this update, setup-related charges often depended on manual workflows:
- Teams had to remember whether to charge setup fees one-time or in parts
- Lock-in terms could be tracked outside the system
- Final billing at termination could become a messy calculation
That worked until operations scaled. Then it became a source of confusion, missed charges, and billing disputes.
So we fixed it.
What's New
1. Setup & Installation Fee During Onboarding
You can now apply setup/installation charges directly while onboarding a subscriber, with clear options:
- No Setup Fee
- With Setup Fee (One-Time)
- With Setup Fee (Staggered)
This gives your team a single, consistent flow from day one, instead of juggling separate billing steps later.
2. Policy-Driven Defaults
Workspace-level billing settings now support:
- Default Setup & Installation Fee Amount
Disconnection Fee Mode
None
Fixed Amount
Monthly Bill Multiplier
Disconnection Fee Value
This means onboarding follows your billing policy automatically. Less guesswork, fewer accidental mismatches between what was promised and what gets billed.
3. Lock-In Period Support (12, 24, 36 Months)
When staggered setup fees are used, lock-in duration is now part of the same flow:
- 12 months
- 24 months
- 36 months
The system calculates installment behavior based on the selected duration and keeps progress accurate over time.
4. Smarter Staggered Fee Handling
For staggered contracts, each billing cycle now applies the correct setup installment and tracks:
- Installments paid
- Total setup amount paid
- Remaining setup balance
Even better: payment settlement is handled safely and idempotently, so duplicate payment submissions won't accidentally double-count setup progress.
5. Automatic Final Billing on Termination (Within Lock-In)
If a subscriber is terminated while still under contract, the platform now auto-generates a final billing invoice that can include:
- Remaining unpaid invoice balances
- Remaining setup/installation balance
- Disconnection fee based on your policy
It can also trigger collections follow-up automatically, so nothing falls through the cracks.
Real-World Impact
For operations and finance teams, this update means:
- Faster onboarding
- Fewer billing disputes
- Better contract compliance
- Less spreadsheet tracking
- Cleaner end-of-contract and termination workflows
For subscribers, it means transparent, predictable fee handling from onboarding to contract end.
Example Scenario
A subscriber signs up with:
- Setup Fee: PHP 1,500
- Payment Mode: Staggered
- Lock-In: 24 months
The system distributes setup charges across the contract timeline, tracks each paid installment, and keeps a live remaining balance. If the account is terminated early, final billing automatically computes what's still due based on policy.
No manual reconciliation. No last-minute math.
This release is about trust and consistency.
When setup fees and lock-in terms are handled correctly, your team spends less time fixing billing issues and more time delivering great service. And your subscribers get a billing experience that feels fair, clear, and professional.
If you're already using the platform, this is now available in your onboarding and billing settings flow.