Tax Policy

Tax rates can be configured for individual countries, the EU area including all associated countries and for all other countries. Any number of tax rules can be created and managed in Billwerk+ Transform.

The attributes of a tax policy are:

• Name,
• Configured entries.

Example:

Entries: [
    {Country:AT, Rate:20},
    {Country:DE, Rate:19},
    {Country:EU, Rate:0},
    {Country:XX, Rate:0}
]
Id: "53035ea01d8dd0079cbe2433"
Name: "Dienstleistungen"

TaxPolicy describes how a certain type of product or service shall be taxed in a given list of countries. For instance, a tax policy's name could be "e-Books" and contain a tax rate of 19% for Germany and 2.5% for Luxembourg.

All products must be mapped to a tax policy through their plan group, so Billwerk+ knows which rule to apply when invoicing.

Price Lists

Overview

Price Lists provide a flexible way to manage product and service pricing in your billwerk implementation. This feature enables you to organize prices across different scenarios including multiple currencies, time-based price changes, contract-specific pricing, and B2B/B2C pricing models.

Key Benefits

• Multi-currency Support: Sell the same products in different currencies without duplicating plan groups
• Time-based Price Management: Implement price changes with specific effective dates
• Contract-specific Pricing: Create customized price lists for individual customers and customer groups
• Unified B2B/B2C Pricing: Manage both gross and net pricing models without separate plan groups
• Bulk Price Updates: Apply price changes to multiple contracts at once

Price Lists and Product Structure

Price lists are integrated into the billwerk product hierarchy as follows:

1. Plan Group Level

   • Contains one or more price lists
   • Must have a designated default price list
   • Controls currency and tax settings for its price lists
   • Each plan group have one default price list

2. Price List Contents

   • Each price list contains prices for products within its plan group:
     • Plan variants (subscription plans)
     • Components (additional features/services)
   • For each product, you can define:
     • One-off prices (setup fees)
     • Recurring prices (subscription fees)
     • Price scales
     • Different currencies

Example Scenarios

Use Cases:

• Pricing version 1: Default pricing for customers, includes tax for EU customers
• Pricing version 2: Specialized pricing for the US market with local currency and tax handling
• Pricing version 3: Special pricing for large B2B customers with better rates

Price List Inheritance

Price Lists support inheritance, allowing you to:

• Create parent-child relationships between price lists
• Override specific prices while inheriting others
• Reduce data duplication for similar price structures

Inheritance Behavior

The following table illustrates how inheritance works for different price scenarios:

Price Models

Price Lists support four pricing models:

1. Simple Price

   • Single fixed price per unit
   • Defined by setting PricePerUnit

2. Free

   • No charge
   • All price fields set to null

3. Price Scale

   • Tiered pricing based on quantity
   • Supports cumulative and non-cumulative calculations

4. Discount Scale

   • Percentage-based discounts at different quantity levels
   • Includes base price and discount tiers

Limitations

• It is not possible to select the price list in the hosted self-service.
• You can not change the currency of a contract. Changing the price list can only be done within the same currency.
• Price list changes do not influence on Billing Precision for the contract.

Work with Price Lists

To simplify price list management, we improved our UI. Now you can manage price lists in the same place where you manage products. Please follow the steps below to create, edit and manage price lists.

Create Price Lists

Feel free to explore our documentation on creating price lists by clicking here.

Settings Default Price List

Discover how to set a default price list by clicking here.

Editing Prices and Price List Settings

Feel free to check out our documentation for guidance on editing prices - here, and on adjusting price list settings, simply click here.