Setup fee (one-time, flat fee)
This task guides you through creating a one-time, flat fee charge by navigating to the rate plan, adding a new charge, and specifying necessary details such as charge name, description, and pricing model.
In a flat-fee charge model, the amount to charge is a fixed number applied to a one-time or recurring charge.
To create a one-time, flat fee charge, complete the following steps:
- Navigate to the rate plan that you want to edit.
- Within the rate plan, under One-Time Charges , click Add new .
- Specify the following information:
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Charge Name : Enter a name for the charge. For example, "Setup Fee".
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Description : Enter a description for the charge. This field is optional.
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Revenue Recognition Code : This field is displayed if your company has enabled revenue recognition fields. Select a revenue recognition code from the list.
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Revenue Recognition Trigger : This field is displayed if your company has enabled revenue recognition fields. Select one of the revenue recognition trigger conditions.
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Charge Model : Select Flat Fee Pricing from the list.
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List Price : Enter a price for the set-up fee. You can change the list price when you add this charge to a subscription
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Trigger Condition : Select a trigger condition from the list. The trigger condition determines when the charge will be applied.
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- (Conditional): Select an accounting code for the product from the list:
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If you are using Zuora Finance, see Assign accounting codes for more information about using accounting codes in Zuora.
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(Conditional): Depending on the enabled features for integration with Zuora Revenue, configure the following options in the
Revenue
Accounts
section.
Field name
Description
Feature enabled
Contract Asset
Select the default accounting code for the Contract Asset account type from the drop-down list.
Order to Revenue or Zuora Billing - Revenue Integration
Contract Liability
Select the default accounting code for the Contract Liability account type from the drop-down list.
Order to Revenue or Zuora Billing - Revenue Integration
Unbilled Receivables
Select the default accounting code for the Unbilled Receivables account type from the drop-down list.
Order to Revenue or Zuora Billing - Revenue Integration
Adjustment Liability
Select the default accounting code for the Adjustment Liability account type from the drop-down list. This account is for managing SSP allocation-related liability balance.
Order to Revenue or Zuora Billing - Revenue Integration
Recognized Revenue
Select the default accounting code for the Recognized Revenue account type from the drop-down list.
Order to Revenue or Zuora Billing - Revenue Integration
Adjustment Revenue
Select the default accounting code for the Adjustment Revenue account type from the drop-down list. This account is for managing SSP allocation-related revenue recognition.
Order to Revenue or Zuora Billing - Revenue Integration
Exclude Item Booking from Revenue
Select this checkbox to exclude non-revenue-related rate plan charges and order line items from processing in Zuora Revenue.
Order to Revenue or Zuora Billing - Revenue Integration
Exclude Item Billing from Revenue
Select this checkbox to exclude non-revenue-related invoice items, invoice item adjustments, credit memo items, and debit memo items from processing in Zuora Revenue.
Order to Revenue or Zuora Billing - Revenue Integration
Revenue Recognition Timing
Use this option to select the timing for revenue recognition. The available options depend on the revenue recognition policy configuration. For more information, see Configure revenue recognition policy .
Order to Revenue
Revenue Amortization Method
Use this option to select the revenue amortization method. The available options depend on the revenue recognition policy configuration. For more information, see Configure revenue recognition policy .
Order to Revenue
Allocation Eligible
Select this checkbox to include the charge segment for Standalone Selling Price (SSP) allocation.
Zuora Revenue/Advanced Functionalities and Order to Revenue
Right To Bill Flag
Select this checkbox to elect Unbill Receivables accounting for the product. The Unbill Receivables balance amount will be excluded for Contract Asset vs Contract Liability status evaluation in Zuora Revenue.
Zuora Revenue/Advanced Functionalities and Order to Revenue
Product Category
Use this field to specify the product category for reporting and analytics in Zuora Revenue.
Zuora Revenue/Revenue insights and analytics and Order to Revenue
Product Class
Use this field to specify the product class for reporting and analytics in Zuora Revenue.
Zuora Revenue/Revenue insights and analytics and Order to Revenue
Product Family
Use this field to specify the product family for reporting and analytics in Zuora Revenue.
Zuora Revenue/Revenue insights and analytics and Order to Revenue
Product Line
Use this field to specify the product line for reporting and analytics in Zuora Revenue.
Zuora Revenue/Revenue insights and analytics and Order to Revenue
- Click Save to save your changes to the rate plan.