Billing Settings

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Overview

The Wattyo Billing module has been designed to be highly customisable to suit your business needs. The Billing Settings offers a range of options that allows to change the way the billing process bahaves.

Accessing the Billing Settings

The settings are managed via Custom Metadata Types. However there are two ways to manage these Settings:

Via standard Custom Metadata screen: From the Salesforce Setup menu > Custom Code > Custom Metadata Types > General Billing Settings.
Wattyo Settings: Wattyo Settings application offers a more friendly interface to manage all the Wattyo Related settings. Keep in mind that from the Wattyo Settings app you cannot delete a setting, you can only deactivate it.

Multiple Settings

It’s important to note that there is no only one Billing Settings. There can be as many as you need. For instance, you may want to have different settings for different business lines, or for different countries, or for different products.

Settings

Metadata Properties

Property	Description	Default
Label	The human readable name of the settings
DeveloperName	The API Name for the settings that you should use in case you need to manually set a settings
Is Default	If checked, this settings will be used as the default settings for the system in case any other applies	false

General Settings

Property	Description	Default	Required
Decimal Scale	The number of decimal places to use in the calculations	3	Yes
Bundle Mode	How the Bundle Invoice should be generated: Nest, Unify or Unify & Nest	Nest	Yes
Tax Details Mode	How the taxes should be generated: Compute Total or Generate Details	Compute Total	Yes
Discount Details Mode	How the discounts should be generated: Compute Total or Generate Details	Compute Total	Yes
Merge Same Concepts	If checked, the system will merge the same concepts in the invoice. Otherwise it will generate as many as are generated.	true	Yes
Revised Status	The status that the invoice will have when it’s revised	Revised	Yes
Default Invoice Type	The default invoice type that will be set when generating an invoice	Invoice	Yes
Calculation Object Tree	The Object Tree name to use to generate the Evaluation Context for the Calculation Rules		No
Validation Interface	The Interface name that implements the validations for this settings. More info on Validation Provider	DefaultBillingValidationInterface	No

Core Fields

Property	Description	Default	Required
Calculation Rule Product Field	The field on the Calculation Rule that points to the Product	Product__c	Yes
Quotation Address Field	The field on the Quotation that points to the Address	Address__c	Yes

Billable Element Provider

Property	Description	Default	Required
Billable Element Mode	You can set the Standard Mode to use the out-of-the-box Billable Element Provider or Custom to set your own Billable Element Provider	Standard	Yes
Billable Element Provider	The Billable Element Provider to use in case you set the Mode to Custom	Standard	Yes
Billable Element Object Tree	For Standard Mode: The Object Tree name to use to extract the information to generate the Billable Element		No
Billable Element Datamap	For Standard Mode: The Datamap name to use to generate the Billable Element DTO from the data extracted with the Object Tree		Yes
Billable Element Bundle Field	The field on the Billable Element that points to the Bundle entity.		Yes

Usage

Property	Description	Default	Required
Usage Provider	The Usage Provider to use to load the usage data	ConsumptionProvider	Yes

Technical Data

Property	Description	Default	Required
Technical Information Provider	The Technical Information Provider to use to load the technical data	TechDataProvider	Yes

Pricing

Property	Description	Default	Required
Pricing Provider	The Pricing Provider to use to load the pricing data	PricingProvider	Yes
Price Base Field Set	The Field Set to use to extract the pricing data	base	Yes
Price Complete Field Set	The Field Set to use to extract the complete pricing data	allValues	Yes
Price Filter Field Set	The Field Set to use to apply the filter to the pricing.	moreInfo	Yes

Payment

Property	Description	Default	Required
Payment Gateway	The class that implement the PaymentGateway interface to use to generate payment related data		No

Debug & Tools

Property	Description	Default	Required
Debug Level	The level of debug to use in the system	Info	Yes
Invoice Message Persistence	You can set what’s the minimum level of the message to be persisted in the Invoice. Messages can be errors, information messages or whatever other message related to the Invoice	Info	Yes
Halt on Error	Specify if the system should halt the process when an error is found or continue evaluating the rules.	true	No
Namespace ByPass Provider	The class that implement the NamespaceByPassProvider interface to use in very specific scenarios where there are conflicts with other packages.		No

Billing Settings

Overview

Accessing the Billing Settings

Multiple Settings

Settings

Metadata Properties

General Settings

Core Fields

Billable Element Provider

Usage

Technical Data

Pricing

Payment

Debug & Tools