This article provides the necessary steps to create a surcharge.
This article provides the necessary steps to create a surcharge.
Getting Here: Click Products > Surcharges
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.
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![]() | Apply to Invoice | Allowable values are as follows:
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| 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. |
Upon defining the surcharge, click Save. The surcharge is created and displays in the list view on the Surcharges screen.