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Welcome to our Billwerk+ Optimize Help Center

Add-Ons

You would like to set up Add-Ons for your customers?

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Let us have a closer look on the interface that allows you to do so.

Access to the Add-Ons Interface

In order to access click on Configuration > Add-Ons on the navigation sidebar.

screenshot-staging-admin_billwerk_plus-2024_11_22-17_55_33.png

If you already created Add-Ons you will see them in this list.

Table columns of the add-ons list

First of all we will go through the different columns of this table.

Status

Shows that the Add-On is active or deleted.

Handle

Unique name, like a Product ID, not visible for the customer. Can be used for deep dives into the data or API calls. Stays the same, even if you change the name.

Name

The commercial name you chose for your Add-On.

Applies to

The commercial name you chose for your Add-On.

Amount

The price of the Add-On.

Type

There are two types of Add-Ons:

On-Off: The customer can decide to activate or to deactivate the Add-On.

Quantity: The customer can decide "how many" of your Add-On he/she would like to buy.

Creation Date

This column is not displayed by default.

If you would like to show it in the table, click on the Reepay_Admin_-_Add-Ons_Creation_Date_Button.png icon.

Currency

Currency of the product, selectable in a drop-down menu.

Filter the list

You can filter the list by clicking on the Reepay_Admin_-_Add-Ons_Filter_.png icon.

By default you can filter the list on the Creation Date.

Click on the drop down list Add filters to filter the table on any of the columns.

Create a new add-on

If you would like to create a new Add-On, please follow these steps:

  1. Click on Reepay_Admin_-_Create_button.png.

  2. The Create Add-On window opens.

  3. Insert a Name and a Handle.

    Note

    The Handle field will automatically overtake the content of the Name field. If you prefer to change it, you can click on the Reepay_Admin_-_Pencil_icon.png.

  4. Add a Description for internal use.

  5. Choose a Type:

    • On-Off: The client can decide to activate/ deactivate the Add-On.

    • Quantity: The client can choose a quantity.

  6. In the Pricing box:

    • Add a Price and the corresponding VAT rate.

    • You can decide whether you would like to display the Subtotal before or after taxes by activating the switch Reepay_Admin_-_Create_Add-On_Incl_VAT.png.

  7. In the Availability box:

    • Decide whether the Add-On is available

      for All Plans or

      only for Selected Plans.

    • Note

      You can use the search bar to find already created plans.

  8. Click on the Reepay_Admin_-_Create_button.png button, in order to save your Add-On.

  9. A small pop up will confirm the changes you made.

Edit an add-on

You would like to apply some changes on your current Add-On?

Just click on the Name of your Add-On in the list :

Reepay_Admin_-_Add-Ons_Result.png

You will enter the Edit Add-On window, which allows you to change the same information as for the Creation of the Add-On.

Deactivate an add-on

Caution

If you disable an Add-On, it will not be shown anymore in your list of activated Add-Ons.

You can find it again by adding a filter on the Status column and set the filter value on Deleted.

Reepay_Admin_-_Add-Ons_Filter_on_deleted_AddOns.png

If you would like to disable your Add-On:

  1. Enter the Edit Add-On interface (by clicking on the Name of your Add-On in the list (see above).

  2. Then click on Reepay_Admin_-_Edit_Add-On_Disable_Button.png.

  3. Click on the Confirm button.

  4. A pop up confirms your request.

Note

You can reactivate the Add-On again, by repeating the same steps. Click then on the Reepay_Admin_-_Edit_Add-On_Enable_Addon.png button.