# Rates ## Rate Terms The Rates tab shows the subscriber’s current rate, available rates, and the different rate terms. For example, the following example shows a 1-week term, a 4-week term, and a 13-week term.

The *Show On Renewal* and *Show On Invoice* columns indicate whether the term will appear on the subscriber’s renewal notice or invoice: it may always appear, never appear, or appear only if the subscriber previously paid with this term. If your rates vary by day of week, double-clicking on a rate term will display rate amounts or percentages by day of week. Yearly, quarterly, and monthly terms will have percentages for each day of the week, while day terms will have amounts. Weekly terms can have either amounts or percentages, depending on how the term is defined. Click Find to view rate terms for a different rate. For combo subscriptions, the amounts by day for each component of the combo are shown when you expand the Amounts By Day. As well, when you expand the Tax By Day, any applicable taxes for any component product are shown. If any of the rate terms contain bonus day premium amounts ([Bonus Day Adjustment](https://docs.navigaglobal.com/circulation-user-manual/11-utilities/subscription-address-menu/bonus-day-adjustment#premium-day)), a Premium Day column displays, with the total amount of all premium days included in each term. If the **CreditCardSurcharge** add-on is activated and the required **Business Rules** are configured, an additional column, **CC Total Amount**, appears in the **Rate Terms** section of the **Rates** tab. * This column displays the total payment amount including the Credit Card surcharge and surcharge tax, calculated as follows: **CC Total Amount = (Base Amount + Premium Amount) × (1 + Fee Percentage) × (1 + Tax Percentage)** The surcharge is applied to both the Base Amount and the Premium Day amount. When the surcharge is configured as taxable, the surcharge tax is included in the CC Total Amount. The surcharge percentage is defined in the Business Rule **"What is the default percent to use for Cash Discount?"** in the **Subscriber Payments** section. * Two additional columns, **CC Surcharge** and **CC Surcharge Tax**, are also displayed in the Rate Terms subtab when the above conditions are met. These columns show the Credit Card surcharge amount and the surcharge tax amount separately.

The CreditCardSurcharge feature is a licensed add-on. Contact Naviga Global Support to obtain a password.

Note:

The CC Total Amount column appears only when all of the following conditions are met:

The CreditCardSurcharge add-on is activated.
The Business Rule “Should the CC surcharge be applied on term/grace value only?” is set to Yes.
The Business Rule “What is the default percent to use for Cash Discount?” is set to a value greater than 0.

## Price Quotes Customers sometimes ask for price quotes; for example, how much they can buy for a given amount of money. To get a quote, click on the Price Quote tab. You can find a quote for a certain number of days, or for a certain amount. For example, the customer might be in town for 40 days, or only want to spend 30.00. This feature shows potential rates and terms—it does not start or renew subscriptions. The rate and term quoted can be printed on the subscriber’s invoice or renewal (if you click the Create Quote button), but this is the only effect of the operation.

{% hint style="info" %} **Note:** *If the date range specified on the Price Quote tab contains a premium day, the Create Quote button will be disabled.* {% endhint %} The following table describes the fields on this tab.

Field	Type	What should be entered
PRODUCT, DELIVERY SCHEDULE, COPIES	setup, setup, integer (3)	If this is a new subscriber, enter the product, delivery schedule, and copies on which the rate calculation should be based. If this is a current subscriber, this information will default.
ROUTE, LABEL GROUP	setup, setup	If this is a new subscriber, enter the route or label group that will deliver the subscription (press F5 to enter multiple routes). If this is a current subscriber, this information will default.
RATE	setup	If this is a new subscriber, enter a rate code for this subscriber (only rate codes that are valid for the fields above can be entered). If this is a current subscriber, this information will default.
START DATE, END DATE	date, date	If you are giving a quote for a certain number of days, enter the date range here (otherwise leave blank).
PAYMENT AMOUNT	decimal (8)	If you are giving a quote for a certain amount, enter the amount here. If you entered a date range above, the payment amount for a subscription of that length will be displayed.
CC PAYMENT AMOUNT	display	Displays the Payment Amount including the Credit Card surcharge and surcharge tax. The surcharge is applied to both the base payment amount and any Premium Day amount, and surcharge tax is included when configured as taxable. The surcharge percentage is defined in the Business Rule "What is the default percent to use for Cash Discount?" in the Subscriber Payments section. Note: The CC Payment Amount field displays a value only when all of the following conditions are met: The CreditCardSurcharge add-on is activated. The Business Rule “Should the CC surcharge be applied on term/grace value only?” is set to Yes. The Business Rule “What is the default percent to use for Cash Discount?” is set to a value greater than 0.
GRACE OWED	display	If this is a current subscriber, any grace owed will be displayed here and be included in the rate calculation.
PURCHASE	display	The term that can be bought with the amount or date range entered will be displayed (usually in days).

## Available Rates The Rates tab can also display rates available to a subscriber (on the Available Rates sub-tab). It uses address, occupant, and subscription information (if available) to find valid rates, based on the subscriber rating rules. This is useful when customers ask what rates and terms are available. To display the rates available to a subscriber, click the Get Rates button, enter the product, delivery schedule and delivery placement (or keep the defaults), and click OK. The available rates are then displayed. ![](https://1417315899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ToZXx8io0JJXNBRcPOt%2Fuploads%2FD8a1VYLeYj901ABsRSsz%2Fimage.png?alt=media\&token=9b1c726d-ad68-4ab2-aa66-4fba154fbe1b)