Bringing in a seasonal customer
From creating the customer to the payment report, with Jonas Maes renting pitch 12 for the season.
Last updated on
Bringing in a seasonal customer in Tillor means: create the customer, give them a terrain, have the rental contract signed, invoice the pitch fee and make sure the payment reaches your accounting. This example follows that route for Jonas Maes, who rents terrain 12 for the season at Recreatiepark Het Meer. Each step links to the page with the full explanation.
Before you start:
- Terrain 12 exists and has no active occupation. If it does have one, it does not appear in the list under Create occupation.
- There is a product with the action Extend Occupation Period, often Pitch fee. See Linking actions to a product.
- You have the rental contract ready as a PDF.
- You have the permission Manage signature requests to have the contract signed.
- For remote signing, the customer needs an email address or a phone number. A SEPA mandate needs an email address.
The route step by step
Create the customer
Go to CustomersOverview and click Create new customer. If an identity scan is waiting in the queue, choose that scan in the dropdown: Tillor fills in the details from the document. Otherwise choose Manual and fill in First Name, Last Name, Email address and Phone number.
After creating the customer you land on Jonas's profile. Complete the address there. You will find more under Customer management and Identity scans.
Give Jonas terrain 12
On his profile, open the Overview tab, go to the Occupations card and click Create occupation. Under Terrain choose terrain 12. If needed, fill in Paid until, the Type and the Rent frequency. The price comes from the terrain by default.
If terrain 12 has meters, you can also fill in the Start meter readings now. See Occupations.
Have the rental contract signed
Go to AdministrationSignature requests and click Request signatures. Choose Jonas Maes as Customer, upload the contract, add Jonas as a signer with Customer: Jonas Maes and place a signature field. If you like, add a staff member as a second signer.
Click Send. Jonas receives an email with a personal link, or a text message if there is only a phone number. He signs on his own device and confirms with a 6-digit code.
All the details are in Requesting signatures and How someone signs.
Book the pitch fee
Go back to the Occupations card on Jonas's profile, open the menu next to the occupation and choose Extend occupation (invoice). Click Create draft invoice. Tillor creates a draft invoice with the product that has the action Extend Occupation Period. Check the period on the invoice and click Book invoice.
The invoice gets an invoice number and the status Booked. See Booking an invoice and Extending an occupation.
Choose how Jonas pays
Booking sends nothing to the customer. Now you choose how the money comes in.
Click Send notification and choose a channel such as Email. Jonas receives the View and pay online button and completes the payment with, for example, iDEAL or Bancontact. If he wants to pay only part of it first, create a link for a partial payment. See Paying online.
See the payment come in
The payment appears under AdministrationPayments. An online payment shows up as soon as Mollie confirms it. A direct debit first has the status Pending and becomes Paid after a few days. Once everything is in, the invoice is Paid.
You will find more under Finding payments.
See the payment in the payment report
Go to AdministrationPayment Reports. Today's payments are on the report with the status Draft. Tillor finalises the report at the next daily check, on working days at 09:00. If your accounting integration is active, Tillor sends the report on by itself.
See Payment reports.
What happens next
- Jonas's occupation is running. Terrain 12 is no longer available to other customers and the consumption of the meters on the terrain goes to Jonas.
- Once everyone has signed, the request has the status Completed. The signed PDF with proof pages is in his Documents. If you want an automation to do something then, for example create a task, use the trigger Signature request completed.
- When the invoice is booked, Tillor sets Invoiced until to the end of the invoice line. After payment, Paid until moves forward. See Paid until, type, rent frequency and price.
- Next season you extend the same occupation again with Extend occupation (invoice), or for all of a customer's occupations at once with Extend all.
- Mollie payments appear on the draft report as an advance on Mollie, until the payout is known.