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.
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.
Getting Here: Click Products > Surcharges
Select the desired account from the list. The Account Overview screen displays.
The Surcharges screen can accessed through one of the following methods:
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.
Note: When a surcharge is removed from an account, the surcharge fee is removed on the account's next invoice.