Easily control surcharge visibility for individual customers using the Allow Surcharge field toggle on the NetSuite Customer record. Simply toggle this option to choose whether to show or remove the surcharge from their PayPack Customer Statement Link.

Steps to Disable Surcharge Fees on a Customer

1. Create or Edit a Customer.

2. Navigate to the PayPack Section.

3. Go to the "PayPack Data" sub-tab.

4. Click on the "PayPack Fields" section.

5. Set the “Allow Surcharge” option.

   • Set to Inherited or Disabled. A blank field will be the same behavior as Inherited.
   • To remove the surcharge for the given customer, select the Disabled from the dropdown.
6. Click the "Save" button to apply the changes.

• Default Behavior:
  • For all newly created customers, the “Allow Surcharge” option will be set to "Inherited" by default.
• For existing customers already present in NetSuite, this option will initially be empty. This means it will check if the surcharge is enabled in the PayPack Configuration.
  • If Surcharge is enabled, the surcharge will be displayed.
  • If Surcharge is disabled, only the customer statement total will be shown on the customer statement link.
• Effect on Customer Statement Link:
  • Once disabled, the customer statement link for that particular statement will not display any surcharge.
  • You can dynamically change the option later to "Inherited," which will make the surcharge reappear on the customer statement link.

Steps to Override Amount on a Customer

To override the global surcharge configuration amount, use the customer-level setting to apply a different surcharge to a specific customer than what is set for all other customers. This is useful for situations that require exceptions to the standard surcharge policy.

The surcharge customer-level setting can be populated as a flat amount or percentage.