Creating the Charge item #
In the Products tab, select the one you are currently interested in.
By clicking on the button with three dots in the product row, select the Create Charge option from the drop-down list.
You are taken to the Charges tab, where the Product Family line is already filled in according to your selection.
You have the option to create a Custom ID available to you, which you can enable with the switch and enter the sign combination you want to identify the item later on.
Fill in the Name lines. Please note that the External Name is used in the Customer Portal.
Optionally fill in the Description of the Charge.
If you do not want this charge to be reflected in the Customer Portal, check the appropriate box.
When all data is filled in click Create.
Don’t forget to go to the charge card and set prices for the charge in the desired currencies and frequency.
Click set price and enter a name in the configuration card (the external name will be used in the Portal). Define the price model and enter the price in the corresponding rows.
You can also optionally set a Custom ID for the price.
Again, save your actions by clicking Create.
Viewing the Charge items #
If you want to view Charges that belong to a specific product family of interest, you can do so by clicking View Charges in the product row.
You will see all charges in a table format directly in the Charges tab. From here you can edit them, set prices and manage the reflection in the Portal.
