¶ One-Time plans
- Overview
- Creating a plan
- Mass actions
- Ordering a one-time service on the Customer portal
- Financial documents
- Table management
- Related pages
¶ Overview
One-Time plans are non-recurring charges, such as call-out fees, initial connection fees, or materials.
¶ Creating a plan
To create a new One-Time plan, go to Tariff plans → One-time and click Add plan.
The Add plan page opens, where you fill in the following parameters to create a new one-time plan.
- Title — the name of the tariff plan in the list of One-Time plans.
- Service description — a brief description of the one-time plan.
- Enabled — enables or disables the one-time plan.
- Price — the price for the service.
- Labels — select one or more labels to identify this tariff.
- Partners — the partners this plan is available to.
- VAT included — whether VAT is included in the price of the plan.
- VAT name — the percentage of the VAT.
First add the tax rate in Config → Finance → Taxes, then select it in the VAT name field. For more information, see Taxes.
You can automatically create transaction categories for the respective tariff plan.
To learn more, read Load categories from tariffs.
Once the one-time plan is created, you can edit or delete it with the icons in the Actions column of the one-time plans list: 
or 
¶ Plan availability
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Show tariff on Customer portal — enable this option to make the tariff appear for ordering by customers.
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Hide tariff on Admin portal — when this option is enabled, the tariff is not available to add as a service if the customer's location, category, and/or label differs from the tariff's values.
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Available locations — select available locations.
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Customer category — select the customer category (Individual, Business, or All).
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Customer labels — select labels if you want this tariff to be available only for customers with the selected labels. Labels let you efficiently manage which services customers can order on the Customer portal.
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Sign-up label — highlight tariff plans on the sign-up website with marketing labels like Best offer, Promotion, etc. Labels can be configured on the Labels config page. See also Sign-up flow.
¶ Mass actions
You can change labels on several One-Time plans at once. On the Tariff plans → One-time list, select the plans with the checkboxes in the table rows, or select all plans with the checkbox in the table header. Then open the Actions menu and choose Labels. The number next to it shows how many plans are selected.
The following mass action is available for One-Time plans:
- Labels — adds tariff plan labels and customer labels to the selected plans, or replaces the existing ones.
To learn about options in the action window for tariff plans, see Internet plans (Mass actions).
¶ Ordering a one-time service on the Customer portal
You can make one-time services available for ordering on the Customer portal.
When the Show tariff on Customer portal option is enabled, follow these steps to order the one-time service through the Customer portal:
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Enable Allow customers to order new products in the Portal config (Config → Main → Portal).
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To accept payments for orders via a payment gateway, enable Accept payment via payment gateway.
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To order a new one-time service, the customer goes to the Orders section on the Customer portal and selects a one-time service from the available options:
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The customer can pay immediately via a payment gateway or place the order and pay later, depending on the portal settings.
If the selected one-time service is paid through the payment gateway, the invoice is generated immediately and marked as Paid on both the Admin portal and the Customer portal:
If the payment gateway is unavailable for the customer, they can place an order to be received by the admin. In this case, a one-time invoice is created automatically with the Unpaid status, so the customer can pay for it later:
For more information on ordering products through the Customer portal, see Order new products.
¶ Financial documents
After the one-time plan is created, you can use it in the following financial documents.
¶ Add one-time invoice
On the customer's Billing → Finance documents tab, you can add one-time invoices:
When creating a one-time invoice, you can select one-time plans as items, and all the data of the selected plan is filled in automatically, as shown below:
¶ Add proforma invoice
Make sure that proforma invoices are enabled under Finance in Config → Integrations → Main modules:
Proforma invoices work the same way as One-time invoices. Go to the customer's Billing → Finance documents tab and add a proforma invoice:
On the proforma invoice creation page, as with One-time invoices, you can select one-time plans as items on the proforma invoice:
¶ Table management
Like all tables in Splynx, you can modify the appearance of content to be displayed and export the table into Excel, CSV, or PDF formats. You can also copy or print the table:
