One-Time Charge Rate Types create a single charge under the Charge Table. This Rate Type is commonly used when selling hardware or professional services.
- Fields Required for Configuration
Customer - Item
- Name
- Start Date and End Date
- Quantity
- Rate
- Proration Type
- This field will default to Do Not Prorate. It’s not possible to prorate a one-time charge
- Charge Schedule
- The Charge Schedule is always required on the Subscription Item. However, the Charge Schedule has little influence on a One-Time Subscription Item unless a Term is added to the Subscription Item, learn more about the Term Multiplier here.
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Optional Fields
- Additional Discount Percentage
- Additional Discount Amount
Creating a One-Time Charge Subscription Item
- Go to your Subscription
- Add a new Subscription Item under the Subscription Items Subtab > click New ZAB Subscription Item
- Add a Name for the Subscription Item (by default the Item name will populate)
- Add an Item Description or leave the defaulted Item Description from the Item Record
- Add Start and End Dates (by default, these will be the same as the Subscription, but you can manually change them if needed)
- Under Rate Type, select One-Time Charge. Here you’ll notice that the required fields on the Subscription Item change (see configuration below)
- Add a Quantity and Rate for the One-Time Charge
- Select a Charge Schedule
- Save
Example: One-Time Charge Configuration
1. One-Time Charge Configuration
2. Outcome