Assign a Surcharge to a Plan

This article provides the steps necessary to assign a surcharge to a Plan. Once a surcharge is assigned to a Plan, it is automatically assigned to an account when the account purchases that Plan.

Surcharges appear on invoices based on the following:

• Once a surcharge is incurred on a Plan, the charge is added to the account invoice based on the surcharge definition.
• If an account is assigned two Master Plan Instances within the same billing group, and each instance has the same surcharge on it, the surcharge appears twice on the invoice.
• If an account is assigned two Master Plan Instances, each in a different billing group, and each instance has the same surcharge on it, the surcharge appears once on each invoice associated with each billing group.
• If a surcharge is assigned directly to an account, and the surcharge is also assigned to a Master Plan Instance on the account, the surcharge appears twice on the account invoice.

Getting Here: Click Products > Plans

1. Search for and select the desired Plan.
2. Click the Billing & Invoicing tab.
   

3. In the “Surcharges” field, locate the desired surcharge in the left box.
   

4. Selecting the desired surcharge moves it to the right box, which attaches the surcharge to the Plan.
   

5. Click Save.