Edit Recurring Charge Price

Complete the following steps to edit a recurring charge price:

1. Select Products from Gotransverse application menu .

2. Click Product Catalog in the left pane.

   

   Products Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. In the Products section, click the name of the product to edit to open the Product Details window.

   

   Product Details Window

4. In the Standard Prices section, click the price type name for the price you wish to edit to open the Charge Details window.

   

   Standard Prices Section

   NOTE: If you use the Avalara Communications Tax processor, your Standard Prices section includes a Tax Mode column.

   

   Standard Prices Section for Avalara Communications Tax Users

5. On the Charge Details window, click the Edit button to open the Manage Recurring Price window.

   

   Recurring Charge Details Window

6. In the Manage Recurring Charge Price window, edit the required and relevant fields as needed.

   

   Managing Recurring Price Window

   Required fields are marked with an asterisk.

   • Price Category* — Select a category for prices and revenues. Also known as a charge category, the price category is a primary driver of GL posting rules. These categories are created in the Setup application’s Charge Categories modules. Refer to Charge Categories Module for more information.

   A new charge category can be created from this window by clicking Add and completing the fields for the charge category. However, adding a new charge category may require changes to Revenue Management posting rules, invoice templates, and/or reports. Refer to Charge Categories Module for more information.

   • From Date* — The date the product starts and can be purchased.

   • Tax Mode — For users of either the Avalara Communications or Internal Tax (Tax Essentials) tax processor. Select an option from the Tax Mode drop-down field:

     • EXCLUSIVE: The price is the taxable amount, and taxes will be calculated and invoiced in addition to the charge price.

     • INCLUSIVE: A portion of the price is the taxable amount, which is calculated based on the tax jurisdiction of the address so that the price and the taxes equal the charge price.

     • NONE: The price is not taxable, and no taxes will be calculated.

   • Billing Type — This field is not editable.

   • Prorated on Order checkbox: — Only for Recurring. If selected, the service period start day of month will align with the bill cycle run start day of month and a charge will be added to the invoice for the prorated period from the order item approval date to the first service period end date. If the service has usage rule(s) with an allowance, the allowance amount will be prorated for the first service period.

   • Prorated on Order - No Charge checkbox — Select to prorate the charge price of the product when the first service period starts midway through the account's bill cycle but the account will not be charged for the prorated amount. The prorated amount is the amount owed for the remainder of the bill cycle.

   • Prorated on Cancel checkbox: — Only for Recurring. If selected, the amount charged for the service period including the deactivation date will be reduced by the prorated amount from the day following the deactivation date to the end of the service period. If the service has usage rule(s) with an allowance, the allowance amount will be prorated for the final service period.

   • Price Override checkbox — Select this checkbox to allow the price to be overridden at the time of order. If this is not selected, the price cannot be changed on the order. Refer to the Price Override knowledge base article for more information about overriding prices.

   • Tapered Pricing — This field is not editable.

   • Currency* — This field is not editable.

   • Recurrence Period — This field is not editable.

   • Pay on Purchase checkbox — Select this checkbox to require payment at the time of purchase when this product is added to an order.

   • Auto-Payment Required checkbox — For Recurring prices only. Select this checkbox to require that an automatic recurring payment method be set up for the customer when this product is added to an order.

   • Product Price Group — Select the price group that you want to associate with the charge price. Refer to Product Price Groups Module for more information about these groups.

   • Tier 1 — Tiered pricing defines a price per unit within a range. Use this line to specify prices for the product. Each service price range is one tier in price.

     For example:

     • Buy 1-3 of the item and the price for each is $99.99.

     • Buy 4-7 of the item and the price for each is $79.99.

     • Buy 8-20 of the item and the price for each is $49.99.

     • Buy 20 of the item and the price for each is $16.99.

     Enter the quantity and price.

     • Starting Qty: Enter the starting quantity for the range. For example, if the range is 4-7 for $79.99 each, then the Starting Qty is "4".

     • Ending Qty: Enter the ending quantity for the range. For example, if the range is 4-7 for $79.99 each, then the Ending Qty is "7".

     • Price: This number is required if there is another price range and tier after this one. If this is the last price range and tier, then an entry is not required. Enter the price of the range, if needed, in this box in the format: nn.nn (numeric for dollars and cents).

7. When you have finished editing the information, click Finish to save your changes and close the window. The pricing information for the product is updated.

 

 

 

Topic updated: 05/2024.