Edit a Surcharge

This article provides the steps necessary to edit a surcharge.

Getting Here: Click Products > Surcharges

1. Upon accessing the Surcharges screen, a list of existing surcharges display.  Surcharges that are in use have a lock icon in the far right column of the display and cannot be deleted. Surcharges that are not in use, have an "X" icon in the far right column and can be deleted.

2. Select the desired surcharge from the list.

3. Modify the surcharge by editing the necessary fields and by making the appropriate selections from the drop-downs. The following fields and drop-downs may be edited for an existing surcharge on this screen:

• Surcharge Name
• Client Defined Identifier
• Description
• External Description
• Application Scope
• Rate Schedule 

4. Once you have completed your edits, click Save.

Surcharge Best Practices

Create New Surcharge

Assign a Surcharge to a Plan

Assign a Surcharge to an Account

Remove a Surcharge from a Plan

Remove a Surcharge from an Account

Delete a Surcharge