This article provides the steps necessary to assign a surcharge to an account.
Assigning a Surcharge to an Account
Getting Here: Click Accounts > Search
- Search for an select the desired account.
The Surcharges assignment screen can be accessed by one of the following methods:
- Clicking the Surcharges link.
- Alternatively, you can click Plans & Services in the left navigation panel, and then click the Surcharges tab.
- Locate the desired surcharge and click Assign.
- The Surcharge To Assign screen displays. To confirm that you wish to link the selected surcharge to the account, click Assign.
Note: Upon assigning a surcharge, the surcharge fee is applied to the account’s next invoice.