Surcharge Class Setup

Pathway: Setup > Services > Surcharge Class

 

Surcharge Class Setup is used to create classes to organize surcharges into. Once a class is created, surcharges can be assigned to it in the Surcharge Setup screen.


Permissions

The following permission is required to create a surcharge class: 

 

Surcharge Class Setup

  1. Click the Add icon to open the Add Surcharge Class editor. 
  2. Enter a Name for the Surcharge Class and set its Active status. 
  3. Click Save when complete. 

Surcharge Setup

Pathway: Setup > Services > Surcharge


The Surcharge Class can be applied to a surcharge in the Add/Edit Surcharge popup and is visible on the Surcharge Setup screen. For more details on surcharges, click here: Surcharge Setup.