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Socket Pro Tips: Separate Upfront/Recurring Table

The ability to separate the Upfront/Recurring tables will provide absolute clarity for your customer to know what they’re responsible to pay upfront, and what they’ll be responsible to pay on a monthly, quarterly, semi-annual or annual basis depending upon the recurring frequency set at the Quote Template level.

Enable this feature by going into the Settings tab of the Quote Template and scrolling down to Separate Upfront/Recurring Table as per the screenshot below:

For the Quote Templates where this feature is enabled, the below screenshot will highlight how these charges will be displayed to your Customer:

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