> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Features

> Detailed reference for Newie service features, including pricing, billing, terms, welcome emails, downloads, customer controls, BNPL, and availability.

## Overview

Service features shape what happens before and after checkout: payment timing, customer self-service, terms, downloads, Welcome Emails, and subscription behavior. The available fields depend on the service type.

## Service Name

The title customers see on the payment page, Store, and customer communications.

Keep it clear and short enough that the customer can recognize what they are buying. Service Name is required on all service types.

## Description

A short description appears alongside the service name.

Add the practical context a customer needs before paying: what is included, how delivery works, or what happens next. Description is optional and available on all service types.

## Pricing

Pricing is the main amount entered for the service. The currency is set based on your default selling currency.

For one-off purchases, pricing is the single amount the customer pays. Billing period and number of payments are configured on subscriptions and instalment plans.

For subscriptions, pricing is the amount charged each billing period. For example, if the price is \$50 and the billing period is Week, the customer is charged \$50 / week.

For instalment plans, pricing is the total amount to be collected.

You also select a billing period and number of payments, and Newie calculates the instalment amount automatically.

Newie checks the current minimum and maximum amounts for the service currency while you create or edit a service. The standard minimum transaction amount is 0.50 in the service currency, and the single-transaction hard cap is 20,000 in the service currency.

Free services (\$0) are not supported. Pricing is required on all service types.

<AccordionGroup>
  <Accordion title="Can I create a free service?">
    No. Free services are not supported. To offer a free trial for a subscription, use a delayed billing start date instead of a zero price.
  </Accordion>

  <Accordion title="Can I change the currency on a service?">
    Not self-serve. Services use the account's default selling currency. Contact support if you need a service template in another supported selling currency.
  </Accordion>

  <Accordion title="Does Newie support discount codes?">
    Not currently. Use a discounted service, custom pricing, Intro Pricing, or a temporary customer-specific price change where that matches the workflow.
  </Accordion>
</AccordionGroup>

## Billing Period

Billing Period controls how often subscription or instalment plan invoices are created and payments are due.

For subscriptions, the billing period controls the recurring charge frequency.

You can choose from Newie's preset billing periods, or choose **Custom**.

If Custom is selected, Newie opens the Custom Billing Period screen where you choose the **Period Length** and **Number of Periods**.

Custom periods use Week, Month, or Year as the period length.

For instalment plans, the billing period controls how often each instalment invoice is due.

You set the total price, billing period, and number of payments; Newie then calculates the instalment amount.

One-Off Purchases do not use a billing period because the customer pays once at checkout.

## Add Fee to Price

When enabled, Newie increases the service price so transaction fees are included in the customer price. The customer sees one all-inclusive price at checkout.

Add Fee to Price is available on all service types. It changes what new customers pay for that service.

Existing subscribers and instalment plan customers keep the price they purchased with.

To change an existing customer's pricing, use the subscriber pricing tools for subscriptions or create a replacement instalment plan when a plan structure needs to change.

## Number of Payments

Number of Payments controls how many scheduled invoices and payments a subscription or instalment plan will collect.

For subscriptions, set Number of Payments to Unlimited for an ongoing subscription, or set a fixed number for a fixed-term subscription.

For instalment plans, the number of payments determines how many instalments the total is split into.

Number of Payments is available on subscriptions and instalment plans.

## Setup Fee

A setup fee is a one-time fee charged immediately when a new customer purchases a subscription.

It is collected at checkout, even if the subscription has a fixed, delayed, or rolling billing start date.

Setup fees are available on subscriptions only. They cover onboarding, deposits, joining fees, or a partial first period that should be collected immediately.

<AccordionGroup>
  <Accordion title="Can I add a Setup Fee to a service?">
    Yes. Setup fees are a one-time charge collected immediately at purchase, in addition to recurring subscription billing. Setup fees are available on subscriptions only.
  </Accordion>
</AccordionGroup>

## Billing Start Date

You can choose when billing starts for a subscription or instalment plan.

Billing start date controls when subscription or instalment invoices begin and when payments are due. For subscriptions that use intro pricing, intro pricing starts with the billing start date. Billing start date does not delay any setup fee.

Billing start date types include:

* **On Purchase Date:** Payments start immediately on the date the customer purchases. This is the default.
* **Fixed Date:** Payments start on a specific date. Customers can purchase any time before or on the start date.
* **Delayed Start:** Payments start a set number of days or weeks after the customer purchases. Useful for trials or onboarding periods.
* **Rolling Start:** Payments for new customers start on a recurring cycle (e.g. every Monday). Customers can purchase any day.

To offer a free trial, use a delayed billing start date rather than setting a zero price.

Billing Start Date is available on subscriptions and instalment plans.

## Intro Pricing

Intro Pricing lets you set a starting price that applies for a limited number of billing periods before the main price takes effect.

If the service has a future, delayed, or rolling billing start date, intro pricing begins on that billing start date.

Intro Pricing is only available on standard subscriptions, not fixed-term subscriptions, one-off purchases, or instalment plans.

Choose an **Intro Type** and a **Duration** (number of billing periods the intro price applies).

* **Pay As You Go:** The customer pays a set price per billing period during the intro period, then automatically moves to the main price
* **Pay Upfront:** The customer pays a lump sum upfront for the intro period, then moves to regular per-period billing at the main price
* **Discounted:** A percentage discount applies to the main price for a limited number of billing periods

The intro price cannot be zero (\$0). To offer a free trial, use a delayed billing start date instead.

<AccordionGroup>
  <Accordion title="What is Intro Pricing?">
    Intro Pricing lets you offer a starting rate that automatically moves to the main price after a set number of billing periods. It is only available on standard subscriptions.
  </Accordion>

  <Accordion title="Can I charge a pro-rata amount for a customer joining mid-cycle?">
    Newie does not calculate pro-rata automatically. Use Intro Pricing with **Pay Upfront** for a partial first period, or add a Setup Fee equal to the partial amount.
  </Accordion>
</AccordionGroup>

> **Tip:** Pricing settings can be customized for one customer when sharing a service. See [Custom Pricing Links](/guides/custom-pricing-links).

## Buy Now Pay Later (BNPL)

Buy Now Pay Later lets customers pay in instalments through Afterpay/Clearpay, Klarna, or Affirm where eligible.

You are funded upfront for the purchase amount, less applicable fees, while bank payout still follows the normal payout schedule. The customer repays the BNPL provider over time.

BNPL is only available on one-off purchases, not subscriptions or instalment plans.

**How to Enable BNPL**

1. Enable BNPL from **Accepted Payment Methods**, or from the Buy Now Pay Later option when editing an eligible One-Off Purchase. On iOS and macOS, Accepted Payment Methods is under **Settings → Payments & Payouts**.
2. For each eligible One-Off Purchase, open **Sell → Services**, tap the service `...` menu, then tap **Edit**
3. Use **Buy Now Pay Later** to control whether BNPL is offered for that service

Buy Now Pay Later has both an account-level setting and a service-level setting. Card / Apple Pay and AU Bank Account are controlled from **Accepted Payment Methods**.

**BNPL Notes**

* Newie shows BNPL provider status in the service editor for an eligible One-Off Purchase
* If a BNPL option is unavailable, the app shows the current reason, such as **Not enabled**, **Pending action**, **Not available**, or **Price too high**
* BNPL provider limits can change; trust the current status shown in Newie
* For amount limits by provider and currency, see [Buy Now, Pay Later Payments](/guides/bnpl-payments#bnpl-amount-limits)

## Terms of Service

You can attach Terms of Service to any service type.

When enabled, customers must agree to the terms before completing a purchase.

Once agreed, the terms record is stored, available to download, and included in the New Purchase email sent to the customer.

Terms can be customized.

Toggle on Newie's default terms, such as minimum term, liability waivers, cancellation policies, and refund terms.

You can also create custom terms with links to a policy page, waiver, booking form, or external agreement reference.

**How to Add Terms of Service**

Terms of Service can be added when creating a new service or when editing an existing one.

To edit an existing service, open **Sell → Services**, tap the service `...` menu, then tap **Edit**.

1. When creating or editing a service, scroll to Terms of Service and tap Add
2. Toggle on and edit any of Newie's default terms, such as minimum term, liability waivers, cancellation policies, and refund terms
3. To add your own terms, tap **Create Custom Term** and enter one specific condition or clause
4. Use **AI Create** or **AI Improve** if Newie shows those actions, then review the drafted or improved term details and abbreviated checkout summaries before saving
5. Preview how terms will appear to customers at checkout, including any links in custom terms
6. Save the service

The enabled terms form the Terms of Service document the customer sees at checkout.

Write custom terms as if speaking directly to the customer. For example: "You agree to a 12-week minimum term."

> **Note:** An additional 0.4% fee applies when Terms of Service is enabled on a service.

<AccordionGroup>
  <Accordion title="What does Newie store when a customer accepts terms?">
    Newie stores the agreed terms record for the purchase, including the terms the customer accepted. Newie is not a party to your Terms of Service.
  </Accordion>

  <Accordion title="How do I update Terms of Service for existing customers?">
    Existing customers keep the terms they agreed to at purchase. If a customer needs to agree to new terms, send them a new service link.
  </Accordion>

  <Accordion title="How do I add contracts, waivers, or forms?">
    Use Terms of Service to attach custom terms or waivers to a service. For external forms, include links in the Welcome Email, Newie Chat, or another onboarding message.
  </Accordion>
</AccordionGroup>

## Overdue Assistant

The Overdue Assistant follows up on overdue subscription and instalment plan invoices where enabled.

**How It Works**

* It can be enabled by default for new services
* It can be enabled for existing services or existing subscribers from Overdue Assistant settings
* It can start automatically when the overdue threshold shown in Newie is reached
* It can be started manually from an overdue subscription or instalment plan
* Overdue Assistant detail shows the activity history. When the case needs provider input, use **Give AI Instructions** to guide the next follow-up.

**Notes**

* Overdue Assistant works best when Terms of Service are enabled - terms help document payment expectations
* When you cancel or schedule cancellation for a subscription that has Overdue Assistant active, Newie asks whether you also want to disable Overdue Assistant

## Welcome Email

When added, customers receive the Welcome Email immediately after checkout.

Add next steps, instructions, or links such as a Zoom link, community invite, or onboarding guide.

Preview the email before saving to check that links appear correctly.

Welcome Email is available on all service types.

## Digital Downloads

You can attach digital files to any service type.

When a customer purchases, Newie automatically includes the download link in the New Purchase email. Use the Welcome Email for onboarding details, not file delivery.

If multiple files are uploaded, Newie bundles them into a single `.zip` file for the customer.

When selecting a file on iOS, the file must be available in the device's Files app; move or upload cloud files there first if needed. On macOS, choose a file from Finder. Digital download files must be less than 500 MB.

> **Note:** Digital Downloads has no additional Newie fee.

<AccordionGroup>
  <Accordion title="A digital download file will not upload">
    On iOS, move or upload the file to the device's Files app before selecting it in Newie. On macOS, make sure the file is available in Finder.

    If the upload still fails, contact Newie support with the service name, file type, file size, and a screenshot.
  </Accordion>

  <Accordion title="A customer did not receive a digital download link">
    If Digital Downloads is enabled, the download link is included in the New Purchase email. Ask the customer to check that email and their spam or junk folders.
  </Accordion>
</AccordionGroup>

## Customers can Pause

**Customers can Pause** lets customers subscribed to a specific subscription service pause their own subscription without contacting you.

When enabled, the customer can select a pause end date from self-service. You will see the customer's status update to Paused in the Subscribers section.

The **Customers can Pause** toggle is available on subscription services only. It applies per service.

Use it only on subscription services where you allow customer self-pause.

## Customers can Cancel

**Customers can Cancel** lets customers subscribed to a specific subscription service cancel without contacting you.

When enabled, the self-cancel flow is available even if your Terms of Service mention a minimum term.

The in-app setting gives customers self-service cancellation permission. Keep your service terms clear so customers know what cancellation rules apply.

The **Customers can Cancel** toggle is available on subscription services only. It applies per service.

Use it only on subscription services where you allow customer self-cancel.

If **Customers can Pause** and **Customers can Cancel** are both off, customers will not see pause or cancel options and will need to contact you directly.

To update these settings, open **Sell → Services**, tap the service `...` menu, then tap **Edit**.

## Available for Sale

When toggled on, customers can purchase the service. Services are only accessible by direct link unless added to the Store. When off, customers cannot purchase the service.

## Feature Availability by Service Type

| Feature              | Subscription      | One-Off Purchase | Instalment Plan |
| -------------------- | ----------------- | ---------------- | --------------- |
| Service Name         | ✓                 | ✓                | ✓               |
| Description          | ✓                 | ✓                | ✓               |
| Pricing              | ✓                 | ✓                | ✓               |
| Billing Period       | ✓                 | -                | ✓               |
| Add Fee to Price     | ✓                 | ✓                | ✓               |
| Number of Payments   | ✓                 | -                | ✓               |
| Setup Fee            | ✓                 | -                | -               |
| Billing Start Date   | ✓                 | -                | ✓               |
| Intro Pricing        | ✓ (standard only) | -                | -               |
| Buy Now Pay Later    | -                 | ✓                | -               |
| Terms of Service     | ✓                 | ✓                | ✓               |
| Overdue Assistant    | ✓                 | -                | ✓               |
| Welcome Email        | ✓                 | ✓                | ✓               |
| Digital Downloads    | ✓                 | ✓                | ✓               |
| Customers can Pause  | ✓                 | -                | -               |
| Customers can Cancel | ✓                 | -                | -               |
| Available for Sale   | ✓                 | ✓                | ✓               |

*Last updated: 2026-07-01*