Add or change a minimum charge

A minimum charge is a minimum cost charged for the plan regardless of use.

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

  1. Under the Extra Charges section on the Settings tab, click Change... to the right of the Minimum charge line.
    The Minimum charge page is displayed.
  2. Select the This plan has a minimum charge checkbox. Click Save.
    Minimum charge property fields are displayed.

    Figure: Minimum charge page

    Screenshot of the Minimum charge page
  3. Complete the minimum charge properties:
    • Don't include recurring charges when calculating the minimum charge—When selected specifies that recurring charges are not included when calculating the minimum charge.
    • Only charge a minimum charge if the account is actually used—When selected a charge will only be applied when the account has been used during a period.
    • Rate—Specifies the numerical ex tax value of the minimum charge.
    • Description—Specifies the invoice item text of the minimum charge.
    • 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 sale report category the charge is allocated to. For more information, see Sales report categories.
    • Discount category—Specifies a discount or commission category for the minimum charge. For more information, see Charge types and units.
  4. Click Save.
    The Settings tab is displayed.