Surcharges

Surcharges enable you to charge customers additional fees based on various factors within their account and any incurred charges. For instance, a cloud-based video streaming service may charge customers a surcharge fee for choosing to stream high-definition movies rather than standard definition movies. 

Surcharges may be assessed as a flat fee or as a percentage of an invoiced amount. In addition, surcharges may be assigned directly to an account, or assigned as part of a plan purchase. You may apply surcharges to payment terms, to all plans and services for an account, as well as to specific plans and services, including but not limited to:

• Recurring services
• One-time services
• Usage-based services

The screenshot below displays an account invoice with the following:

• Master Plan Instance
• Account-level Surcharge
• Surcharge on the Master Plan Instance

All surcharges appear on invoices using the external description assigned to them when the surcharge is created. See Create New Surcharge for detailed information.