A surcharge can be removed from an account or plan based on the method which it was originally assigned. This article provides the steps necessary to remove a surcharge from an account.
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Remove an Assigned Surcharge
Remove an Assigned Surcharge
Table of contents
Overview
Removing a Surcharge from an Account
Getting Here: Click Products > Surcharges
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Select the desired account from the list. The Account Overview screen displays.
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The Surcharges screen can accessed through one of the following methods:
- Click the Surcharges link.
- Alternatively, you can click Plans & Services in the left navigation panel, and then click the Surcharges tab.
- To remove the desired surcharge, click the Remove link next to the corresponding surcharge. If a link does not exist, this means that the Surcharge is assigned at the Plan level and can only be removed by removing it from the plan.
Note: The Assignment Level column displays the plan through which the surcharge was assigned to the account. If multiple plans are associated to a surcharge, the surcharge is removed only after the last associated plan is canceled. If multiple plans are associated to a surcharge, canceling one of the associated plans removes that plan's association with the surcharge.
- The Surcharge To Remove screen displays. To confirm that you wish to remove the selected surcharge from the account, click Remove.
Note: When a surcharge is removed from an account, the surcharge fee is removed on the account's next invoice.
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