Billing Rules
With this feature you can automate order invoicing with billing providers.
This automation is triggered in two cases: when the order status or billing address changes.
To create a billing rule, click +create at the top right and enter:
the name of the billing rule
the sales channels on which you want to apply the rule
the billing country:
The country to select is the one indicated in the billing address of the order (not the shipping address).
For example:
Mario Rossi
Via delle Rose 1
Milan, 20100
Italy (IT)In this case the billing country is Italy.
The order statuses for which you want the billing rule to apply are those you consider eligible for invoice generation.
Any order, whether new or existing in the system, will be automatically invoiced when it moves to one of the statuses configured as “billable”.
For example: if an order has been in the “Payment Accepted” status for a long time and is later updated to the “Shipped” status, and “Shipped” has been configured as the valid invoicing status, the invoice will be generated automatically when the status change occurs.
the customer type " all - only with VAT number - without VAT number "
the configuration you want to use to run the automation (the chosen configuration must be enabled)
Once you have filled in the fields, click on " save "
You can view your newly created billing rules in the list.
Remember that rules are applied hierarchically based on their position. If there are orders that fall under multiple rules, only one will be applied, which will be the one highest in this list.
when there is a match with one of the rules, Poleepo stops searching for billing rules and executes the billing, while if there is no match the invoice is not created,
If the invoice already exists (even in failed status), invoicing cannot be started.
You can position the rules in any order you like by dragging or moving them up or down with the mouse.
Using the icons next to the rules you can edit , delete and enable billing rules.
NB: If you do not specify any channels or order statuses when creating the rule, all channels and statuses will be considered.
