Invoice Modifications
Invoice modifications can be used to add additional charges or allowances (discounts) to line items or entire documents. For example, you might want to add a handling fee for large items or provide a volume discount for large orders. Modifications can be either absolute (e.g. 5€ handling fee) or relative (e.g. 10% volume discount).
Individual modifications are organised in modification groups. Each modification group must have a level
which determines which modification group is applied first. Furthermore, modification groups contain a basis
attribute. The basis is used to calculate absolute values for relative modifications, e.g. a relative modification of 10% on a basis of 500€ would result in a 50€ modification.
Modifications on item-level are applied to the subtotal (quantity
* unitPrice
) of the item. Document-level modifications are on the other hand applied to the subtotalAmount
of the invoice.
Rules
- Per line item, one or more modifications can be added
- Per invoice, one or more modifications can be added
- No modification group should have the same
level
attribute, unless they are on different items or on the document - It is only necessary to send taxes on modifications for absolute charges
Generally for all modifications (discounts or surcharges):
Relative (%) does not need tax info (will be distributed equally to all line-items). Example: cash discount, EZHG, partner portal, logistics discount, etc.
Absolute (€) needs for:
- Discounts: no tax info (will be distributed evenly on all line-items). Example: Credit, Coupon, etc.
- Surcharge: needs tax info (because comparable to an independent line-item). Example: shipping costs, minimum quantity surcharge, packaging surcharge, etc.
Examples
Single charge on document-level
An invoice with an additional 5€ (net) shipping charge on document-level.
Multiple modifications on item- and document-level
A more complex scenario with one modification on item-level and two modifications on document-level.
Explanation: First, the modifications on item-level are applied. Since item-level modifications are applied to the subtotal (quantit
* unitPrice
) of the item, the subtotalAmount
of the invoice is 4.500€. Next, the document-level modifications are applied. For the modification with level = 1
, we apply the charge to the subtotalAmount
of the invoice. Thus, the subtotal (without taxes) is 4.500€+50€ after applying the first modification. Finally, we apply the second modification (level = 2
) to the new subtotal and end up with an invoice netAmount
of 4.095€.
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