Add a Charge

A Charge always corresponds to a Product that is added to a Plan. A user can add one or more Charges to a Plan and is a collection of Products and Charges that can be used as a Template for a Subscription. See Manage Plans.

Example: When Customers have both a one-time setup fee and a recurring Charge, the user can set up a Plan that contains both. The benefit of creating Plans is that one Plan can be applied to multiple Customers, reducing the amount of manual work and minimizing the possibility of user error.

Preconditions:

1. Products must already be created and Active status.
2. Enable Plans must be active in Menu > Setup > Settings.

Steps:

1. Navigate to Setup > Plans and Charges.
2. Open the Plan to add a Charge.
3. Click Edit from the More button.
4. Click + Add Charge.

• • Select a Product from the drop-down menu. Only existing and active Products are available for selection.
  • Enter a Name to identify the Charge.
  • Use the Description field when additional information is needed.
  • Select the appropriate Charge Type radio button: One-Time, Recurring, or Usage Based. 
  • Edit Pricing Model. Read more about Ordway's Pricing Models.  

    • Per Unit

    • Volume

    • Tiered

  • Select Charge Timing. Read more about Charge Timing. 

• • Select Charge Billing Date

  • Enter List Price.

  • Toggle Refund Units on Cancel ON/OFF. When enabled, a refund is issued only if lines are invoiced.

    Note: When a subscription is changed such as removing charges, it is considered a cancellation.

  • Toggle Remove Lines on cancel ON/OFF. When enabled, only un-invoiced billing lines are deleted.

    Note: When a subscription is changed such as removing charges, it is considered a cancellation.

5. Save when finished.