Price definition
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
With price lists | Without price lists |
---|---|
The same products can be sold in different currencies | Duplicating products is necessary across various plan categories |
A new price can be created and a merchant can move to a new price at a given date | Duplicating products is necessary, otherwise, alterations in pricing will affect subsequent billing cycles |
A price list can be created specifically for 1 customer | Pricing components must either be duplicated or have their prices overridden |
The same products can be sold in both ways | For selling to both businesses (gross/net) and individuals, the merchant needs two plan groups, and transferring contracts between these groups isn't feasible |
Price Lists and Product Structure
Price lists are integrated into the billwerk product hierarchy as follows:
-
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
-
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
- Each price list contains prices for products within its plan group:
Example Scenarios
Product | Pricing version 1 (default, EUR, tax included) | Pricing version 2 (USD, tax excluded for US) | Pricing version 3 (EUR, tax excluded for B2B) |
---|---|---|---|
Plan variant A | 10 EUR | 12 USD | 5 EUR |
Plan variant B | 100 EUR | 110 USD | 50 EUR |
Component X | 3 EUR | 3 USD | 1 EUR |
Component Y | 4 EUR | (not sold in US) | 1 EUR |
Component Z | Scale: 5/4/3/2/1 EUR | Scale: 5/4/3/2/1 USD | 1 EUR |
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:
Scenario | Parent Price List | Child Price List | Result in UI |
---|---|---|---|
No Price Defined | undefined | undefined | undefined |
Parent Price Only | defined | inherit | parent's price |
Child Override | defined | override | child's price |
Child New Price | undefined | defined | child's price |
Price Models
Price Lists support four pricing models:
-
Simple Price
- Single fixed price per unit
- Defined by setting
PricePerUnit
-
Free
- No charge
- All price fields set to null
-
Price Scale
- Tiered pricing based on quantity
- Supports cumulative and non-cumulative calculations
-
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.
Updated 24 days ago