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Home > Aria Crescendo Documentation > Account Management > Payments and Credits > Payments > Surcharges > Assign a Surcharge to a Plan

Assign a Surcharge to a Plan

This article applies to:Aria Crescendo

Overview

This article provides the steps necessary to assign a surcharge to a plan. Once a surcharge is assigned to a plan, it is automatically assigned to an account when the account purchases that plan.

Surcharges appear on invoices based on the following:

  • Once a surcharge is incurred on a plan, the charge is added to the account invoice based on the surcharge definition.
  • If an account is assigned two master plan instances within the same billing group, and each instance has the same surcharge on it, the surcharge appears twice on the invoice.
  • If an account is assigned two master plan instances, each in a different billing group, and each instance has the same surcharge on it, the surcharge appears once on each invoice associated with each billing group.
  • If a surcharge is assigned directly to an account, and the surcharge is also assigned to a master plan instance on the account, the surcharge appears twice on the account invoice.

Assigning a Surcharge to a Plan

Getting Here: Click Products > Plans

  1. Search for and select the desired plan.
  2. Click the Billing & Invoicing tab.

add-surcharge-to-plan1.png

  1. In the “Surcharges” field, locate the desired surcharge in the left box.

add-surcharge-to-plan3.png

  1. Selecting the desired surcharge moves it to the right box, which attaches the surcharge to the plan.

add-surcharge-to-plan-4.png

  1. Click Save.

The "Cell Phone Minutes - Overage" surcharge is now attached to the plan. 

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Last modified
15:22, 26 Jan 2017

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