Pathway: Setup > Services > Surcharge Group
Surcharge Groups are collections of surcharges assigned to an account. Individual surcharges cannot be assigned directly to an account and must be added to a group. A single surcharge can be included in multiple surcharge groups. By grouping surcharges, users can easily manage which charges are applied to a site’s billing to ensure consistent billing across multiple sites or services. Only surcharges associated with active services at a site are applied.
Permissions
The following permission(s) are required to add and remove surcharges to a surcharge group:
Prerequisites
The following setup must be completed before surcharge groups can be created and applied to a site.
- Surcharges were created in Surcharge Setup
- Surcharges are enabled on the service codes they apply
Add a Surcharge Group
Creating a surcharge group involves two steps. First, the group is created. Second, surcharges are added to the group. Not all surcharges in a group are necessarily applied to a site. When a group is assigned to a site, the site is billed only for the surcharges associated with its active services. As a result, a surcharge group may contain multiple surcharges, while a site may be billed for only those that apply based on its active services.
Add/Remove Surcharges in a Group
Selecting the surcharge group from the upper grid will display its Surcharges tab in the lower grid where previously created surcharges can be added or removed.
Nested Surcharges
Nesting surcharges is made possible through the Level column in the Surcharges tab. With surcharges defaulting to Level 1, setting a surcharge to Level 2 allows it to apply to all Level 1 surcharges within the group.
Apply a Surcharge Group to a Site
After a surcharge group has been created, it can be applied to a site's billing settings.
