Surcharges enable you to charge customers additional fees depending on invoice amounts and criteria such as payment methods or use of installment schedules.
For instance, you can associate surcharge with a cloud-based video streaming service if your customer choses to stream high-definition movies rather than standard definition movies.
You can configure a surcharge as a flat fee or as a percentage of an invoiced amount. A surcharge can be assigned directly to an account, a Master Plan Instance(s) subscribed to by an account, or both. You can also apply a surcharge to a form of payment, such as Payment Terms (example, Net 30 Days), electronic payment methods, or charges for an NSO associated with an Installment Term.
Notes:
- Aria calculates surcharges associated with a payment method or payment term before applying taxes, then taxes them as any other taxable charge.
- You can include surcharges in credit memos and rebills.
- You can apply a surcharge to an installment payment by selecting Specified Item Charges, then selecting Installment, when creating a Surcharge.
The screenshot below displays an account invoice with the following:
- Master Plan Instances
- Account-level Surcharge
- Surcharge on the Master Plan Instance
All surcharges appear on invoices using the external description assigned to them when the surcharge is created. See Create New Surcharge for detailed information.
