Add or change a setup charge

A setup charge is a charge applied when a subscriber first begins a plan.

This task explains how to add or change a setup charge.

  1. Under the Charging Options section on the Recurring Charges tab, click View to the right of a charge option line entry.
    The charge option properties page is displayed.
  2. Click Change... to the right of the Setup charge line.
    A Setup charge page is displayed.
  3. Select the Charge a setup fee checkbox.
    Setup fee property fields are displayed.
  4. Complete the set up fee fields:
    • Rate—Specifies the numerical ex tax value of the setup fee.
    • Description—Specifies the invoice item text of the setup fee.
    • Invoice display order—Specifies the display order of the charge on an invoice. For example, 0 will list the item at the top of the invoice. 9 will display the charge item lower.
    • Sales report category—Specifies the sales report category the charge is allocated to. For more information, see Sales report categories.
    • Discount category—Specifies a discount or commission category for the setup fee. For more information, see Charge types and units.
  5. Click Save.
    The charge option properties page is displayed. The charge is added to the Setup Charge line.
  6. Click Save.
    The Settings tab is displayed.