From the plan charges profile library page, click Add profile...
... and a new window will appear where you can add the details, as follows:
- Section - choose from the three recommendation sections in the drop-down list
- Provider - select a provider from the drop-down list. If the provider you want to add a charges profile for is not in the list, you'll need to add it to your Provider Library first.
- Product type - select a product from the drop-down list
Having made the three selections above, you can now populate the charges, which are split into initial one-off and annual recurring. You don't have to complete all fields and you don't need to enter a zero where a charge doesn't apply.
You can only have one charges profile for any combination of section, provider and product type.
On completion, the new charges profile might look something like the example below.
Click the Save button to save the new profile, at which point you'll be asked if you want to set the charges profile to 'Active'.
Click 'Yes' if you want users to be able to use the charge profile straight away, or 'No' if you don't want to activate it yet.
The new charges profile will now show in the plan charges profile library.
