Setting up extra invoice lines
Have Tillor automatically add surcharges and explanations under a main line on the invoice.
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Some products are more than one line on an invoice: Pitch fee with surcharges, an explanation, meter rental or NFC tags. For that you set up a bundle of extra lines on the main product. When someone picks that product as the anchor line on a draft invoice, Tillor adds the child lines under that anchor line, in the order you set.
Creating or editing a bundle
Open the main product
Go to AdministrationProducts and open the product, for example Pitch fee.
Start the bundle
Find the Extra invoice lines card under General. If the product has no bundle yet, click Configure bundle.
Add steps
Click Product step for a line with a product and amount, or Info step for a line with text only. Fill in the fields per step. What each field does is explained in Bundle steps.
Put the steps in the right order
With the arrows Move step up and Move step down you determine the order on the invoice. Delete step removes a step.
Save
Click Save at the bottom of the card.
Save under Extra invoice lines saves the whole product page, including changes in General and Invoice line actions. Every product step must have a product and every info step must have a text. Otherwise Tillor does not keep the bundle.
With Remove entire bundle you switch the bundle off. A bundle can have at most 40 steps.
Example: a Pitch fee bundle
A typical bundle for Pitch fee consists of five steps. The steps with a formula paste the formula from Bundle steps into the Formula field.
Explanation
An Info step with the text "Tourist, municipal and provincial taxes included".
First NFC included
A Product step with the NFC surcharge product and a formula that returns the customer's first active NFC tag with quantity 0 and price 0. Switch on Multiply by anchor line quantity and Once per invoice, choose Line style INFO and, at Extra days after anchor end (access methods), enter for example 20.
Extra NFC tags
The same product step with a formula that returns the second, third and so on active NFC tag at the product rate, with the same scaling and extension options. Switch on Once per invoice here too.
Meter rental
A Product step with the meter rental product and a formula that picks from {meters} the meters that count, for example only ICY electricity meters with supply on, and returns a line per meter with the meter name in the description.
Dogs
A Product step with the dog product and a formula that reads the number of dogs from a custom field of the customer and returns one line with that number, or no line when there are no dogs.
Extending NFC via the bundle
For Pitch fee with NFC tags, three things belong together:
- The main product has the action Extend Occupation Period, and a terrain has been chosen on the invoice line.
- The bundle has at least one step with Extra days after anchor end (access methods) filled in, for example the NFC steps from the example above.
- The main product has the action Extend access method with the desired types, statuses and optionally an end weekday and time.
When a line of such a step is paid, Tillor sets the validity of the customer's access methods to the end date of the Pitch fee anchor line plus the extra days. By default it runs until 23:59 in the organisation's time zone, or until the weekday and time you set at Extend access method. If the anchor line has no end date, Tillor extends nothing.
Note
Extra days after anchor end (access methods) only works if the product has Extend Occupation Period as an action. If the field shows a message saying this is needed, tick Extend Occupation Period on the right at Invoice line actions.
What happens on a draft invoice?
- Child lines only appear under the anchor line after you have chosen a terrain at Extend Occupation Period.
- Tillor rebuilds the child lines when you change the product, the quantity or the terrain on the anchor line. In other cases, child lines you edited by hand stay as they are. If you remove a meter line, for example, it does not come back by itself.
- In the invoice editor you see a preview of the child lines, including the effect of Once per invoice, so it matches what is there after saving.
- With the arrows you only move an anchor line as a whole block. Child lines you only move within their bundle. If you delete the anchor line, the child lines disappear with it.
- On the PDF, ordinary child lines often get a ↳ before the description. Info lines appear as grey lines without amounts.
- Tillor skips steps without a chosen product. A product that has since been deleted or is missing therefore produces no line.