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.