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Create a Surcharge

Overview
Creating a Surcharge

Overview

This article provides the necessary steps to create a surcharge.

Creating a Surcharge

Getting Here: Click Products > Surcharges

Upon accessing the Surcharges screen, a list of existing surcharges displays.

Click New. The Create New Surcharge screen displays.

Notes:

1) Fields that are marked by a red asterisk are required. Be sure to enter values in all required fields on all tabs or you won't be able to save the surcharge.

2) The Translations link enables defining a translation for the field for an associated locale. Refer to Multi-language Translation for Product Elements for more information.

	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.
	Application 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. Available options include: All Charges Surcharge is calculated for all charges on the invoice, including all services, charges, and inventory items. All Plan Charges, All Plans Surcharge is calculated for all plan charges on the invoice. All Plan Charges, Specified Plans Surcharge is calculated for all charges that belong to specific plans as chosen in the surcharge definition. All Plans, Specified Service Charges Surcharge is calculated for the services that are specified in the surcharge definition. Specified Plan/Service Charges Surcharge is calculated for the combination of services and plans that are specified in the surcharge definition. All Recurring Service Charges Surcharge is calculated for all the recurring services on the invoice. All Usage Service Charges Surcharge is calculated for all usage services on the invoice. All Activation Service Charges Surcharge is calculated for all activation services on the invoice. All Item Charges Surcharge is calculated for all one-time item services on the invoice. Specified Item Charges Surcharge is calculated only for the items that are specified in the surcharge configuration. Payment Method Surcharge is available to be applied to a payment method. Note that, for this selection, the surcharge is calculated on the pre-tax total. For details, see Add a Payment Method. Payment Term Surcharge is available to be applied to a payment term. Note that, for this selection, the surcharge is calculated on the pre-tax total. For details see Add a Payment Term.
	Apply to Invoice	Allowable values are as follows: Before Discounts: Surcharge amount is discounted when a discount applies to the account. After Discounts: Surcharge is not discounted. Surcharge amount is applied after a discount to the account is calculated.
	Present the surcharge as a separate invoice line	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 used for calculating taxes against the surcharge. This field only displays if Present the surcharge as a separate invoice line is checked. Surcharges are always applied on pre-tax amounts unless the price is tax-inclusive. In this case, you must ensure that the surcharge applies only to tax-exclusive items, or double taxation occurs.
	Revenue Account GL Code	Indicates the revenue account general ledger code for the surcharge. This field only displays if Present the surcharge as a separate invoice line is checked.
	Account Receivable GL Code	Indicates the account receivable general ledger code for the surcharge.
	Rate Calculation Method	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.
	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 is 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.