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How to set up headcount pricing for your services

Let clients choose how many people or units they buy at checkout, and charge per seat on subscriptions with a quantity add-on.

Written by Gabriel Lecointere

Use case

You sell a service priced per person, for example a social media manager billed per seat each month, a training session billed per attendee or a design package billed per page. Instead of working out the total by hand, you bill the number of seats or units and ManyRequests multiplies the price.

How you charge per head depends on the service type:

  • Subscriptions (recurring services): you set the number of seats on the invoice you send the client, or you sell extra seats as a recurring add-on.

  • One-off services: clients pick the quantity themselves at checkout.

Charge per seat on a subscription

Example: Nexus Digital sells Social Media Seats, a monthly subscription at $450 per seat. Copperleaf Coffee needs 3 seats.

  1. Create the recurring service with the price of one seat. In Services > All services, click Create service, pick Recurring, and under Pricing details select Standard, enter the per-seat Price and pick the Recurring period.

    Pricing details of the Social Media Seats service: Standard, Price 450.00 USD, Monthly
  2. Go to Invoices and click Create invoice. Under Billed to, click Add client and pick the client.

  3. Click Select service and choose the service. Then click the Quantity and type the number of seats. The line total and the invoice total are multiplied, here 3 x $450 = $1,350.

    Invoice editor with Social Media Seats at $450.00, quantity 3 highlighted and a total of $1,350.00
  4. Click Send invoice. When the client pays, their subscription starts with that number of seats, and every renewal is billed for all of them. In the client's subscriptions, each seat shows as its own subscription.

The invoice for the seats shows the quantity on the line. If the service has a paid trial, the trial price is multiplied too: here, 3 seats on a $99 two-week trial.

Paid invoice for Social Media Seats with quantity 3 highlighted, $99.00 each, total $297.00

To see how to build and send invoices, see How to create and send an invoice.

Let clients choose their seats at checkout

Recurring services have no Allow quantity selection setting, so clients can't pick a number of seats when they buy the subscription itself at checkout. To let them choose, create a recurring add-on (for example "Extra seat") with Allow quantity selection turned on, and pick the subscription under Where add-ons appear. Clients then choose how many extra seats they want when they buy the subscription. See How to create add-on services.

Create add-on form with Billing type Recurring, Billing period Monthly and Allow quantity selection highlighted

Let clients choose a quantity on one-off services

  1. In Services > All services, create or open a one-off service and go to the Pricing details step.

  2. Select Standard and enter the price for one person or unit in Price. The price is in your portal currency, shown at the end of the field.

  3. Under More details, make sure Allow quantity selection is turned on. It is on by default for new services.

    Pricing details step with Allow quantity selection turned on and highlighted
  4. Click Next, set up the Request form and click Save.

At checkout, the order summary shows a quantity selector next to the service. When the client picks a number, the subtotal, taxes and total are multiplied by that quantity.

Checkout order summary with the quantity selector set to 3 and highlighted

Good to know

  • With Allow quantity selection turned off, clients can buy only one unit of a one-off service per order.

  • If the service's request form has a repeatable, billable field, the quantity selector is hidden. The client pays per entry in that field instead.

  • On an invoice, a recurring line that has add-ons must have a quantity of 1.

  • Add-ons have their own Allow quantity selection switch, so clients can also pick how many of an add-on they want.

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