Linking actions to a product
Have Tillor automatically do something when an invoice line with this product is booked or paid.
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With actions you automate what happens after an invoice is booked or paid: topping up an NFC tag, extending an occupation, printing a receipt or creating an access method. A product can have several actions at once.
Before you start: the product already exists. See Creating a product. A diagram of what Tillor does when is under How does this fit together?.
Open the product
Go to AdministrationProducts and open the product.
Tick the actions
On the right, find the Invoice line actions card. Tick the actions you want. For some actions, extra fields appear afterwards. What each action does and which fields belong to it is explained in Product actions.
Leave all boxes unticked for a plain rate without follow-up.
Save
Click Save at the bottom of the Extra invoice lines card. The actions are now on the product and are copied to new invoice lines.
What happens next?
When you pick the product on an invoice line, Tillor copies the actions with the configured values to that line. Which action does something when depends on the type. Some actions run when the invoice is booked, most on payment.
| Moment | Actions |
|---|---|
| On booking | Extend Occupation Period (adjusts Invoiced until), Request contact details (booking is only possible once the required fields are filled in), create a reservation at Period with Ask for a site |
| On payment | Top up NFC Tag, Period, Extend Occupation Period (adjusts Paid until), Extend access method, Create access method, Thermal print and A4 print |
| No side effect | Meter consumption (determines the rate), Show alert (shows a text) |
| Blocks booking | Prevent booking |
In the product list you see in the Action column which actions a product has.
A change to a product's actions applies to invoice lines that you add afterwards.