A one-off charge can be applied to perform a plan change. Separate charges can be
configured for an upgrade, crossgrade and downgrade.
This task explains how to add a plan change charge.
On the Billing tab, click Plan Change
matrices...
The Plan Change Groups page is displayed.
Click Edit to the right of the required plan change
group line entry.
The Plan Change Group properties page is displayed.
Click Change to the right of the required plan change type charge
line.
A Plan change charge window is displayed.
Figure: Plan change charge window
Select Charge a plan change fee.
Plan charge fee fields are displayed.
Type the charge fee in the Rate field. The following
fields are displayed, populated with default values, and require additional explanation:
Description—Descriptive name for the plan
change group that you are currently editing.
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 it 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 more information, see Charge types and units.
