Overview

Wattyo Billing supports the generationg of Bundle Invoices, which are Invoices generated not only from a single Billable Element but from multiple.

For instance, in a Utility company, the Invoice Bundle could be a group of services that are billed together, such as electricity and gas. Or maybe a Water supply and a Home Insurance.

How are Bundles created?

By default the different Billable Elements that are part of a Bundle must have a Lookup field poiting to the grouping entity. Wattyo is agnostic to the name of the field and the data model as there can be different ways to model the bundle.

For example:

• Create a Bundle object and point your Agreements to the Bundle.
• Use a Contract as the master one and the secondaries poiting to the master contract.
• Use the Service Point as bundle entity.
• Use the account to bill all the elements that are related to the account.

The field that points to the Bundle entity must be set in the General Billing Settings in the Billable Element Bundle Field property.

Bundle Modes

There are three modes to generate the Bundle Invoice that can be set in the General Billing Settings

In all the cases the total amounts are calculated and set in the resulting Invoice.

Nest

A parent Invoice is generated with no invoice lines. The child invoices are generated with the invoice lines and linked to the Parent Invoice.

graph LR
    A[Parent Invoice] --> B[Child Invoice 1]
    A --> C[Child Invoice 2]
    A --> D[Child Invoice 3]
    B --> BI[Invoice Lines]
    C --> CI[Invoice Lines]
    D --> DI[Invoice Lines]

Unify

A single Invoice is generated with all the invoice lines from the child invoices.

graph LR
    A[Parent Invoice] --> B[Invoice 1 Lines]
    A --> C[Invoice 2 Lines]
    A --> D[Invoice 3 Lines]

Unify & Nest

A parent Invoice is generated with all the child invoice lines. The child invoices are generated with the invoice lines and linked to the Parent Invoice.

graph LR
    A[Parent Invoice] --> B[Invoice 1 Lines]
    A --> C[Invoice 2 Lines]
    A --> D[Invoice 3 Lines]
    B --> BI[Invoice Lines]
    C --> CI[Invoice Lines]
    D --> DI[Invoice Lines]
    A --> BI
    A --> CI
    A --> DI