This article explains how to set up a cancellation fee as a rate in Billing Manager, so the fee applies automatically and appears on customer invoices.

Step 1 - Creating a new rate

1. Go to Rates > Rate List.
   
2. Click Create Rate to start setting up the cancellation fee.
   
3. Select Cancellation fee in the Create New Rate window.  
   
4. Click Continue. 

Step 2 - Entering the rate details

1. Add a name and description for the rate. These can be whatever helps you identify the fee internally.
2. Select the transaction type the cancellation fee should apply to. For example, Shipping.
3. Choose the category type for that transaction. For example, Handling.
4. Enter the charge label that customers will see on their invoice. For example, Shipping Cancellation Fee.
5. Click Next. 
   

   

Step 3 - Setting the fee amount

1. Enter the cancellation fee amount. For example, $25 for each cancellation.
2. Click Finish and Save to create the rate.
   

Step 4 - Adding the fee to a rate sheet

After you save the rate, you can add it to a rate sheet:

1. Add it to a rate sheet if you want to use the fee right away,
2. Click Skip if not.
   

    

Either way, the rate is created and ready to use.