This feature is available for Splynx v4.1 or later.
Using this feature, you can automate the process of applying different types of fees, including blocking fees when the customer's account is blocked, reactivation fees when the customer's account is unblocked, overdue invoice penalties, and invoice unpaid for N days penalties. Each type of fee can be configured flexibly, and you can also set different fees for different partners.
To install the Fees add-on, navigate to
Config → Integrations → Add-ons:
splynx-fees add-on item and click on the Install icon located in the Actions column. Click on the OK, confirm button to begin the installation process.
Also, this add-on can be installed via CLI of your Splynx server using these commands:
apt-get update apt-get install splynx-fees
Once installed, navigate to
Config → Finance → Fees rules:
In the new window, you can create fee rules for specific partners by selecting them with button #1. If the 'Default' partner is selected, the fee rule will be applied to all customers. To create a new rule, click the 'Add' button (#2 on the screenshot)."
The available configuration fields depend on the selected 'Fee type' value:
We'll describe the most common configurations for each fee type:
If an invoice remains unpaid for X days, the fee rule will be applied. Set the number of days under the 'Conditions' section in the 'How many days the invoice is unpaid' field. The days are counted from the document date.
The following example will create a one-time invoice for the customer from a one-time tariff plan called 'One-time fee' with an amount of $5 if the invoice is unpaid for more than 10 days. In this case, 'Recurrent = 1' means that this is a one-time action, and the rule will be applied only once per invoice."
This fee type applies a fee when the invoice becomes overdue, based on the due date of the invoice.
For example, if a customer has a 50$ invoice that becomes overdue, the system will add a new 5$ item to the invoice. The invoice will remain overdue, but the total amount due will increase to 55$.
We recommend avoiding the use of the "Modify invoice (add fee item to the invoice)" option under the "How to apply fee" field. Please ensure that you understand all the risks that modifying the invoice and its amount can cause. Use the "Create future item" or the "Create one-time invoice" instead.
This fee type applies a fee when the customer's status changes to Blocked.
For example, if a customer was active and becomes blocked, this rule will create a future item with an amount of 5$ from the one-time tariff plan. The future item will be included in the next recurring invoice.
You can choose when to trigger this rule (using the Triggered by option): when the status was changed by the admin (Admin), when the customer was blocked automatically by the system, or when the action was done in both cases (Admin & system).
Alternatively, you can change the type of how to apply the fee to "One-time invoice" and it will create a separate one-time invoice with an amount of 5$ from the one-time tariff plan.
This fee type applies a fee when the customer's status changes to Active.
For example, if a customer was blocked and becomes active, this rule will create a future item with an amount of 5$ as per the rule config. The future item will be included in the next recurring invoice.
You can choose when to trigger this rule (using the Triggered by option): when the status was changed by the admin (Admin), when the customer was reactivated automatically by the system, or when the action was done in both cases (Admin & system).
Alternatively, you can change the type of how to apply the fee to "One-time invoice" and it will create a separate one-time invoice with an amount of 5$ from the rule config.
You can see Fees logs under
Administrations → Logs → Fees Logs:
After a fees rule is applied, reports will be generated under
Administrations → Reports → Fees Report:
To view a specific report, select Partner, Fee Rule, and Period, and then click the
Load button to display the results in the fees report table.
This feature will not update invoices (if there is a fee rule that updates invoices) if it is synchronized with any available accounting integration. If the invoice was synced to the accounting system, this feature will not update it. A log message will indicate that the update was not performed.
To use one-time plans (for creating invoices or future items), enable this option for the desired one-time plan:
Then you'll see it in your fee rule builder:
Config → Finance → Transaction categories:
and using it in the fee add-on settings:
This will make things easier for reporting purposes.