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.
Under the Extra Charges section on the
Settings tab, click Change... to the right of the Setup
charge line.
A Setup charge page is displayed.
Select the Charge a setup fee checkbox. Click
Save.
Setup fee property fields are displayed.
Figure: Setup charge page
Complete the setup fee properties:
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.
