In ABRA Flexi, a fee is a price list item that is linked to another (parent) price list item (where it appears as a fee).
When configured this way, adding the parent price list item to a sales document (quote, order, invoice) will also automatically insert the associated fee.
Fees are divided into general and recycling fees. If a fee is set as general, it will always be inserted into the sales document. If it is set as a recycling fee, you can control whether it is inserted using the document type. For details on setting up and using the recycling fee, please refer to our documentation.
Configuration
As mentioned in the introduction, a fee is — like all other items — a price list item. The only difference is in its configuration, specifically that it is designated with the stock type "Fee".
Once the fee has been created, you can proceed to assign it to the relevant item. That item must, of course, also exist in the price list.
You can assign a fee to an item on the "Fees" tab in the item's detail view. If you cannot see this tab, you can enable it via form settings.
Fees can be created in several ways. If you are assigning only a few fees, you can add them manually using the "New" button.
If you need to create a larger number of fees, we recommend importing them — for example, via an Excel import or an XML import.
Once the fee has been created (see screenshot below), we can test adding it to a document.
You can test this on an issued invoice, for example. Navigate to creating a new invoice and add an item that has a fee assigned to it. Once such an item is added, the fee will be inserted automatically.
Whether a fee is included or not can only be controlled for recycling fees by configuring the document type.
FAQ
What import options are available for fees?
There are essentially three options — import via the web interface from Excel, an XML file within the application, or the REST API.
Can the VAT rate for a fee be inherited from the parent item?
The relevant setting is available directly in the fee configuration. The procedure is described in our guide.
Can I exclude fees from being printed on the issued invoice print report?
A customized user report is available for download in the add-ons section of our website.
Can a subtotal be printed beneath each item with a fee?
In the add-ons section of our website, you will again find a customized print report available for download.
How do I print an invoice with a recycling contribution?
A customized print report is available in the add-ons section of our website. Details about its use and functionality can be found here.