Calculation logic and examples for Calculated Charges
This article explains the logic that calculates invoice amounts for calculated charges, including the effect of minimum and maximum fee thresholds.
This calculation process identifies eligible invoice items based on configured conditions, sums their amounts, calculates a percentage-based value, and then applies any defined minimum and maximum limits.
Example 1: Percentage above minimum, no maximum
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Total contributing amount in the period: 13,500
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Percentage: 25%
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Minimum amount: 100
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Maximum amount: not set
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Percentage-based amount = 13,500 × 25% = 3,375
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3,375 > 100 (minimum), so invoice amount = 3,375
Example 2: Percentage below minimum
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Total contributing amount in the period: 100
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Percentage: 25%
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Minimum amount: 100
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Maximum amount: not set
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Percentage-based amount = 100 × 25% = 25
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25 < 100 (minimum), so invoice amount = 100
Example 3: Percentage above maximum (cap applied)
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Total contributing amount in the period: 13,500
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Percentage: 25%
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Minimum amount: 100
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Maximum amount: 3,000
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Percentage-based amount = 13,500 × 25% = 3,375
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3,375 > 3,000 (maximum), so invoice amount = 3,000
