Page Comparison

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The information in this panel reflects the currently selected Package frequency. From here you can modify package frequency details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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1. Under the Packages heading on the left select the package frequency you wish to configure or click the button next to the package name to create a new package frequency

2. Under the Edit Package Frequency heading on the right click on the One Time tab

3. If you wish to setup pricing for more than just the standard price book click on the Price Book field and select Add New Price Book +. Select the price book you wish to configure pricing for and click Add

   • you can now use the Price Book drop down field to switch between the price books to configure service pricing for each price book region

   • the standard price book pricing will be noted in the amount fields (e.g. $50 standard)

4. To the right enable the currencies you wish to configure one time charges for. Note: you are not required to add the fees to each currency enabled on the package frequency, if you wish to add one time fees for specific currencies only you may do so

5. Click in the Services field at the bottom of the tab to select the service you want to add a one time charge for and then click the +Add button. Note: only the services on the package which are configured as ‘non-recurring charge’ service types will appear in this list

6. The one-time service should now be listed on the tab. To access additional one-time service settings click on the Edit Service Details icon to the right of the amount field. A modal will appear allowing you to override service settings:

   1. a General Ledger value entered here will override the GL Code set on the one-time service

   2. a Service Tax Category value entered here will override the Service Tax Category set on the one-time service

   3. the Rate Plan field here is not relevant to one-time services and can be ignored

7. Next you can set a price for the one time charge. If you have setup tiering on the package frequency then you can click the icon to the right of the tier price to configure tiered pricing (for example, a one time installation fee charge of $100 for the first installation, then a $75 fee for each installation charge applied to the account after the first). For progressive tiered pricing the number of one time account-services is are calculated based on how many of that particular service is active are billed in the period across all account-packages, not merely how many of the one time charges are applied to the particular account-package where the tiered pricing has been setup)

8. Configure additional one time charges for the same currency or other currencies on the package frequency as well as on multiple price plans if desired

9. Click Save and the one time charges configured will be added to the package frequency

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