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  3. One-Time plans

One-Time plans

These are non-recurring charges used regularly which include services like, call out fees, the initial connection of customers, materials used in conduit, etc.

To create a new One-Time plan, navigate to Tariff plans → One-time and click on Add plan.

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You will be redirected to an add plan page where you need to fill in the following parameters to create a new one-time plan.

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  • 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/disables the active status of the One-Time plan.
  • Price - the price for the service.
  • Partners - the partners this plan will be available to.
  • VAT Included - whether VAT is included in the price of the plan or not.
  • VAT - the percentage of the VAT.

Important To be able to set your VAT percentage amount, you need first add it in Config → Finance → Taxes. Then you can select it in VAT field. For more information see Taxes.

Once the one-time plan is created, it is possible to edit or delete it with the icons in Actions column of the one-time plans list: edit.png or delete.png

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 choose to copy or print the table:

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After the One-Time plan is created, you can do the following:

1. Add one-time invoice

In the customer's Billing → Finance documents tab there is an option to add One-time invoices:

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When creating One-time invoice you can select One-time plans as items, and all the data pertaining to the selected plan will be auto-filled as depicted in the image below:

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2. Add Proforma invoice

Important Please make sure that you have proforma invoices enabled under Finance in Config → Integrations → Main modules:

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Just like with One-time invoices, the same logic can be used for proforma invoices. Navigate to the customer's Billing → Finance documents tab and add a proforma invoice:

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In the proforma invoice creation page, same as with One-time invoices, you are able to select One-time plans as items on the proforma invoice:

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