The Create New Surcharge screen allows you to create and define a new surcharge. The screen consists of three tabs:
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Create New Surcharge Screen
Create New Surcharge Screen
Table of contents
Overview
- General Information
From this tab you can define basic information for the surcharge, including its name, a description of the surcharge, etc. - Application
From this tab you can select the charges and/or plans to which the surcharge applies. - Rates
From this tab you can enter rate tier(s) to define surcharge pricing.
General Information Tab
The images below highlight important elements of the General Information tab on the Create New Surcharge screen, followed by a description of each.
 | Surcharge Name | Indicates the name of the surcharge. |
 | Client Defined Identifier | A unique ID for the surcharge that you can define for future reference. If you do not enter an ID in this field, the application defaults this value as the surcharge name with underscores. |
 | Description | Provides a description of the surcharge. This is for internal purposes and is not visible to your customers. |
 | External Description | The description of the surcharges that your customers see on their statements. |
| Currency | Provides the currency type for the surcharge. |
| Surcharge Type | Indicates whether the surcharge fee is a fixed amount or a percentage of the invoice charges. The fee is calculated as the net line item total for the selected services. |
| Invoice Application Method | Indicates how the surcharge is displayed on the invoice. A surcharge can be included with the original line item, or it can be added to the invoice as a separate surcharge line item. |
| Tax Group | Defines the tax group that will be used for calculating taxes against the surcharge. |
 | Revenue Account GL Code | Indicates the revenue account general ledger code for the surcharge. |
 | Account Receivable GL Code | Indicates the account receivable general ledger code for the surcharge. |
 | Surcharge Application or Invoice | Specifies whether the surcharge should consider the invoice’s item totals before or after discounts are applied. |
Application Tab
The image below highlights important elements of the Application tab on the Create New Surcharge screen, followed by a description of each:
| Scope | Defines the plans and charges to which the surcharge applies. By default, if a plan is not selected, the surcharge is applied to all plans and services.
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Rates Tab
The image below highlights important elements of the Rates tab on the Create New Surcharge screen, followed by a description of each:
| Rate Schedule Name | Enter a name for the rate schedule. |
| Currency | Enter the currency type (e.g. USD, CAD...etc.) |
| Minimum Surcharge to Apply | Specify the minimum surcharge to apply. This amount will be charged if the rate tier calculation is lower than this amount. |
| Rate Tiers | Provide the information for the rate tier. If the Description field does not display, set the Use Rate Tier Descriptions parameter to True (Configuration > Client Settings > Miscellaneous Settings). Click the Add Rate Schedule button to have multiple rate schedules. |
| Include zero in rate tier | If Yes is selected, zero value is considered in the rate tier. If No is selected, zero value is excluded from the rate tier. |
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