Configure billing frequency, billing timing, tax mode, and custom fields for the charge.

1. From the Billing Periods drop-down list, select how frequently the charge must be billed, for example, weekly, monthly, for specific weeks or months, or aligned to the subscription term.
2. From the Billing Day drop-down list, select the day on which the charge is billed within each billing period. For example, based on the customer default, a specific day, subscription start or trigger day, or a defined day of the week or term.
3. From the Billing Period Alignment drop-down list, select how the billing period is aligned, for example, to the charge start date, subscription start, term start, or term end.
4. In Billing Timing, select:

   • In Arrears to calculate the charge after the billing period

   • In Advance if applicable

5. Select one of the following options in the Tax Mode section:

   • Non-taxable: The charge is not subject to tax, and no tax is calculated or applied.

   • Tax exclusive: The tax is not included in the quoted charge price. Tax is calculated and added to the charge. This is the default tax mode.

   • Tax inclusive: The tax is included in the quoted charge price. Tax is calculated as a "carve out" from the charge price.

6. Use custom fields to capture additional, business-specific information for the charge (for example, classification, reporting attributes, or regulatory details). These fields are configurable and can be used for filtering, reporting, or downstream integrations. For information about the Finance and Revenue Accounts section, see Create a product plan.
7. Click Done.
8. To assign this rate plan with calculated charges to a subscription, see Subscribe to calculated charge rate plan using Zuora.