What is a Surcharge
A surcharge is a charge that Datagate calculates or adds to invoices. Use Cases include
- A charge on an invoice that is used to assist to cover your administrative costs of collecting and remitting taxes. This is most commonly used in USA
- A charge that needs to be calculated automatically each time invoices are generated.
- A fee placed on an invoice for Customers that pay by Credit Card or Cheque
What features are available with surcharges
- A Surcharge that is a percentage of the entire invoice (excluding taxes)
- A Surcharge that is a dollar amount based on the quantity of a specific Product
- You can exclude specific Products from being included in the Surcharge calculation
- You can apply a Surcharge only to one or more Customer Groups
- You can set Surcharges by Customer - e.g. each Customer has a different Surcharge dollar amount (Custom Surcharge)
- You can create a Surcharge for all Customers that pay by a particular payment method. This Surcharge will apply to the entire invoice amount, including taxes.
- A Surcharge that applies to Products only (i.e. doesn't get calculated on Usage charges)
Percentage Surcharge
Documentation coming soon. Contact support for more details
Dollar Amount Surcharge on a Specific Product
Documentation coming soon. Contact support for more details
Exclude a Product from the Surcharge calculation
Documentation coming soon. Contact support for more details
Surcharges by Customer Group
If you create a new surcharge, you can apply it to one of more Customer Groups (as below), or leave the Customer Group blank and it will apply to all Customers.
Sample Surcharge applied to "Retail Customers" group:
Note Customer is in "Retail Customers" group:
Surcharge applies:
Different Customer is not in this group:
So surcharge doesn't apply:
Custom Surcharges
Surcharges can now be added that differ by Customer. For example you may have negotiated the Surcharge for each Customer.
To add a Custom Surcharge,
- Add a Product Template for the surcharge.
- Navigate to Settings/ Surcharges
- Give your Surcharge a name. This name will display on the customer's Invoice.
- Add a Surcharge of type "Custom"
- Choose Calculation Type, and values that are relevant to that Type.
- Navigate to each Customer that has a Surcharge
- Click "+" to add the Surcharge to the Customer
- Choose the Custom surcharge
- Enter the value
Payment Method Surcharge
Documentation coming soon. Contact support for more details
Product only Surcharge
Documentation coming soon. Contact support for more details
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