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Update a Plan's Rate Schedule

Table of contents
  1. Overview
  2. Update Rates 

Overview

This article provides steps for changing the rate schedules for an existing master or a supplemental plan. Changes made to these existing plans update all instances of the plan.

To define custom rates that are only applicable to a specific account, refer to Update a Master Plan Instance's Rate Schedule or Update a Supplemental Plan Instance's Rate Schedule.

Note: You can add multiple rate schedules for same the currency and for different currencies.

Update Rates 

Getting Here: Click Products > Plans > Select a plan > Rates tab

  1. Scroll to the rate you want to update.

OR

Click Add Rate Schedule to add a new rate schedule.

Rate Schedule Change 6.51.png

  1. Update fields as necessary.  For a new rate schedule, refer to Add Rates for a detailed description of each field.  
  2. Click Save. Changes take place immediately for all instance's of the plan, unless Future Rate Change Start Date was specified. 

Future Rate Change 6.51.png

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