Specifying Additional Charges

This page lets you add miscellaneous charges, such as a translation fee or a recording fee for a conference call to your subscriber's account.

Steps

  1. Select the Charge Type from the dropdown list. The options that appear on this list depend on your site's system integration.

  2. Enter a description of the type of charge you are adding in the Charge Description text area.

  3. Enter any additional information about the charge in the Comment text area. Please note that this information is included on the subscriber's bill.

  4. Enter the amount of the new charge.

  5. Select the Taxable checkbox if the item or service is taxable.

  6. Enter any related charges in the Link to Previous Charge text box area. For example, a subscriber may request a conference call that requires a translator, a recording, and transcripts. Because you cannot enter multiple additional charges on this page, you can indicate here any potential related charges you will be adding.

  7. Enter any internal notes that you want other CSRs to be able to view.

  8. Click OK.