There are two ways to assign a surcharge:
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Assign a Surcharge
Assign a Surcharge
Table of contents
Overview
- Assign a plan with an existing surcharge to an Account
Using this method, any account that purchases a master plan that includes a surcharge automatically inherits the surcharge. This means that you do not need to manually assign a surcharge to an account since it is already included at the plan level.
Note: Once a surcharge is incurred on a plan, the charge is added to the account invoice based on the surcharge definition.
- Assign a surcharge directly to an account
Use this method when you wish to manually assign a surcharge to an account. For instance, you may wish to assign a specific type of surcharge to an account because the account belongs to a specific customer segment.
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