Product actions
All actions you can attach to a product, with their settings and what they do on booking or payment.
Last updated on
You switch actions on on the product page, in the Invoice line actions card. How to do that is described in Linking actions to a product. This page describes every action. How the actions on booking and payment fit together with occupations, tags and printers is explained under How does this fit together?.
Top up NFC Tag
When an invoice with this product is paid, Tillor automatically tops up an NFC tag. Use this for products with which customers get balance or access on a tag. There are no extra fields on the product.
Period
The product stands for a service over a period of time, such as a day rate, weekly subscription or monthly rate.
| Field | Meaning |
|---|---|
| Per unit | Number of units per period, at least 1 |
| Period unit | Day, Week or Month |
| Auto-extend access methods | On payment Tillor extends all of the customer's access methods to the end date of the period |
| Ask for a site | On the invoice line you choose a terrain. When booking, Tillor creates a reservation for that stay |
| Check in on booking | Only with Ask for a site. As soon as the invoice is booked, Tillor sets the reservation to Checked in |
| Check in on payment | Only with Ask for a site. As soon as the invoice is paid, Tillor sets the reservation to Checked in |
| Included adults | Only with Ask for a site. Number of adults on the reservation, default 2. You can enter 0 to 99 |
Reservations with Ask for a site
- The reservation gets the same arrival and departure as the invoice line and the chosen terrain as a preference. You adjust the party afterwards on the reservation itself.
- If you set the invoice back to draft and change the dates or the terrain, Tillor updates the same reservation when booking again.
- If you remove the terrain or switch Ask for a site off, the reservation is cancelled. A reservation that has already been checked out stays.
- A credit note cancels the reservation of the original invoice.
- Without check-in the reservation stays on Booked. That is how a reservation deposit works: a terrain and dates in the future, without arrival.
- If both check-in options are on, booking counts.
- If the invoice has already been paid at the moment you book again, Tillor checks in again.
On the timeline of the invoice and of the reservation you see the creating, changing, cancelling and checking in, with a reference to the other.
Extend Occupation Period
With this action an invoice extends a customer's occupation on a terrain, for example for Staangeld.
- When booking, Tillor changes Invoiced until of the occupation.
- On payment, Tillor changes Paid until.
On the invoice line you choose a terrain. When booking and paying, Tillor links the customer's active occupation on that terrain. Tillor also keeps a copy of that occupation on the line, so that afterwards you can see which occupation was meant, even if it was deleted later. With Round to next period boundary on the invoice line you align customers on instalments to the same cycle, according to the Rent frequency of the occupation.
If you choose a terrain on which the customer does not have an occupation yet, you are making a quote. You can only book such a line once the customer has the terrain in occupation.
| Field | Meaning |
|---|---|
| Due date from occupation start | When booking, Tillor sets the due date to the start date of the occupation period on the Staangeld line, instead of the standard payment term or the term in the booking dialog. When booking again, the original due date stays |
If the product has extra invoice lines, Tillor adds child lines under the anchor line. See Setting up extra invoice lines.
Extend access method
With this action the payment of an invoice extends the validity of the customer's access methods. It works in two ways:
- Together with Period on the same line, for example monthly rent. Tillor extends the chosen methods to the end date of the period.
- Via a bundle with a Staangeld anchor line and NFC steps. The end date of the Staangeld anchor line is then the basis. The settings below come from the main product, not from the surcharge product of the NFC step. See Extending NFC via the bundle.
| Field | Meaning |
|---|---|
| Days after end date | Calendar days on top of the end date. 0 means the end date itself, at most 3660. With bundles you set this per NFC step |
| Weekday | Optional. The validity ends on the nearest occurrence of that weekday around the target date. Default Any day |
| Time | Optional. Clock time in the organisation's time zone. Empty means 23:59 |
| Access method types | Choose at least one type from NFC, QR code, License Plate Recognition and PIN code. You only see the types that are enabled for your organisation |
| Statuses | Only methods with one of these statuses are extended: Active or Soft blocked. By default only Active |
| Do not shorten on extend | Methods whose Valid until is already on or after the new date are skipped. When reversing via a credit note, Tillor always sets the calculated date |
Below the field is a Result line that explains at what moment the validity ends up, for example "nearest Tuesday around end date + 10 days, at 13:00".
This is not the same as Auto-extend access methods under Period. That switch extends on payment of a product with only Period, without the separate Extend access method action.
Create access method
When the invoice is paid, Tillor creates a new access method for the customer. The cashier chooses the type on the invoice line. If the line also has the Period action, the period becomes the validity of the access method.
| Field | Meaning |
|---|---|
| Access method types | Types from which the cashier chooses: QR code, License Plate Recognition or PIN code. With a single type, Tillor chooses it automatically |
| Access method is optional | Booking is never blocked by this line. Without a chosen type, Tillor creates nothing |
| Default access method | Only with several types. This type is selected by default on new invoice lines, adjustable per line. No default (choose per line) leaves the choice open |
| Print QR code automatically | Only with QR code. Tillor prints the QR access ticket on the receipt printer as soon as it is created |
| Auto-convert codes to license plate | New QR and PIN codes are replaced by the detected licence plate when they are used at a gate with a camera. Adjustable per line |
A line can only be booked once a type has been chosen, unless the action is optional. With License Plate Recognition the licence plate must also be filled in.
Request contact details
Fields for email address and phone number appear on the invoice line. Tillor asks for them when booking.
| Field | Meaning |
|---|---|
| Ask for email address | Shows an email field on the invoice line |
| Email address required | Only if you ask for an email address. Booking is blocked until the field is filled in |
| Ask for phone number | Shows a phone field on the invoice line |
| Phone number required | Only if you ask for a phone number. Booking is blocked until the field is filled in |
Prevent booking
Use this for products that only belong on draft invoices. If such a line is on a draft invoice, you cannot finalise the invoice. There is no extra field. Tillor blocks booking as long as the line is there.
Show alert
Shows an alert below the invoice line, for example "Note: only use for day visitors". Nothing happens on booking or payment.
| Field | Meaning |
|---|---|
| Alert style | Info, Warning, Error, Success or Neutral |
| Alert text | The text, at most 4000 characters. Markdown is supported (bold, lists, links) |
Below the text you immediately see a preview of the alert. The text is copied to the invoice line. Later changes to the product do not change existing invoices.
Meter consumption
With this action the product becomes the rate for meter consumption. Tillor uses it for outstanding consumption and for automatic invoicing of meter readings. You choose two fields.
| Field | Options |
|---|---|
| Customer type | Standard, Worker Rental Caravan, Worker Towing Caravan |
| Meter Type | Electricity, Water, Gas |
For each combination of customer type and meter type there can be only one product. In the list both values are in the Info column. If a customer has no product of their own for their customer type, Tillor uses the product for Standard with the same meter type.
Thermal print and A4 print
Tick Thermal print and A4 print separately. As soon as at least one of the two is on, the Automatic printing block appears. There you set per printer what is printed when the invoice is paid.
| Field | Meaning |
|---|---|
| Thermal print copies | Number of copies on the thermal printer (receipt printer). 0 switches that printer off |
| A4 print copies | Number of copies on the A4 printer. 0 switches A4 off |
| Print timing | Use settings (per payment type) (default), Print immediately or Next cutoff time |
You can set at most 10 copies per printer. With Use settings (per payment type) your organisation's setting per payment type applies.