Tax/Extra Fee

Overview

Tax/Extra Fee allows you to add additional charges to package invoices. This includes government taxes (VAT, sales tax), installation fees, equipment rental, regulatory fees, and any other charges. Extra fees are organized into groups and can be assigned to packages, automatically calculating charges on subscriber invoices.

WHAT IS TAX/EXTRA FEE?

Tax/Extra Fee is a flexible billing component that:

Groups multiple fees - Organize related fees (e.g., "Installation Package", "Monthly Charges")
Three calculation types - Percentage, Flat-Rate, or Custom Equation
Assigned to packages - Link fee groups to packages
Auto-calculated - Fees automatically added to invoices
Supports complex billing - One-time fees, recurring fees, percentage-based taxes

Perfect for VAT, installation charges, equipment rental, and regulatory fees!

How Tax/Extra Fee Works

The Group-Based System

Tax/Extra Fee uses a group-based structure:

Fee Group: "Installation Package"
  ├─ Installation Fee (Flat-Rate: 500 BDT)
  ├─ Router Rental (Flat-Rate: 100 BDT/month)
  └─ VAT (Percentage: 15%)

Fee Group: "Monthly Charges"
  ├─ Service Charge (Flat-Rate: 50 BDT)
  └─ VAT (Percentage: 15%)

Each group contains multiple fee itemsGroups are assigned to packagesFees automatically calculated on invoices

Workflow

1. Create Fee Group

Group Name: "Installation Package"

2. Add Fee Items to Group

Item 1: Installation Fee (Flat-Rate: 500 BDT)
Item 2: Router Rental (Flat-Rate: 100 BDT)
Item 3: VAT (Percentage: 15%)

3. Assign Group to Package

Package: "10 Mbps Home - Monthly"
Extra Fee Group: "Installation Package"

4. Auto-Calculation on Invoice

Package Price: 1000 BDT
Installation Fee: 500 BDT (one-time)
Router Rental: 100 BDT (monthly)
VAT: 240 BDT (15% of 1600)
Total: 1840 BDT

Fee Group Structure

What is a Fee Group?

A Fee Group is a collection of related fees:

Groups organize fees logically
One group can have multiple fee items
Groups are assigned to packages
Each fee item has: Name, Type, Value, Description

Group Components

Group Name:

Identifies the fee group
Example: "Installation Package", "Monthly Charges"
Auto-formatted (spaces removed, lowercase)

Fee Items (Multiple per group):

Each item has unique Value ID (1, 2, 3...)
Items sorted by Value ID
Can add/edit/delete individual items

Example Group Structure

Group: "Standard-Fees"

Value ID | Name              | Type       | Value
---------|-------------------|------------|-------
1        | Installation      | Flat-Rate  | 500
2        | Router Rental     | Flat-Rate  | 100
3        | VAT               | Percentage | 15

Three Value Types

1. Percentage (Type: 1)

What It Is:

Percentage of package price
Value: Number (e.g., 15 for 15%)
Displayed with % symbol

Calculation:

Package Price: 1000 BDT
VAT (15%): 1000 × 0.15 = 150 BDT
Total: 1150 BDT

Use Cases:

✅ VAT/Sales Tax (15%, 10%, 5%)
✅ Service Tax (2%, 3%)
✅ Government Regulatory Fee (1%)
✅ Any percentage-based charge

Example:

Name: VAT
Type: Percentage
Value: 15
Description: 15% Value Added Tax

Result: 15% of package price added to invoice

2. Flat-Rate (Type: 2)

What It Is:

Fixed amount in currency
Value: Number (e.g., 500 for 500 BDT)
Not percentage-based

Calculation:

Package Price: 1000 BDT
Installation Fee: 500 BDT (flat)
Total: 1500 BDT

Use Cases:

✅ Installation charges (one-time)
✅ Equipment rental (monthly)
✅ Service charges (monthly)
✅ Connection fees (one-time)
✅ Maintenance fees (monthly)

Example:

Name: Installation Fee
Type: Flat-Rate
Value: 500
Description: One-time installation charge

Result: 500 BDT added to invoice

3. Equation (Type: 3)

What It Is:

Custom mathematical formula
Value: String equation
Advanced calculations

Calculation:

Custom equation for complex billing scenarios
Can include variables and operators

Use Cases:

✅ Complex tax calculations
✅ Tiered pricing
✅ Conditional charges
✅ Multi-variable fees

Example:

Name: Tiered Service Charge
Type: Equation
Value: (package_price > 1000) ? 100 : 50
Description: 100 BDT if package > 1000, else 50 BDT

Result: Conditional charge based on package price

⚠️ Note: Equation type is advanced - use Percentage or Flat-Rate for most cases

Step-by-Step Guide

Step 1: Access Tax/Extra Fee

Navigate to Tax/Extra Fee:

Go to Package menu
Click Tax/Extra Fee
View all existing fee groups

Permission Required:

✅ Admin can manage fees
✅ Staff can manage fees (if permission granted)
❌ Resellers CANNOT manage fees

Step 2: Create Fee Group

Click "Add Tax/Extra Fee" Button

1. Group Name (Required)

Purpose: Identifies the fee group

Rules:

Will be auto-formatted (lowercase, no spaces)
Use descriptive names
Example: "Installation Package" → "installationpackage"

Good Examples:

✅ "Installation Package"
✅ "Monthly Charges"
✅ "Corporate Fees"
✅ "Standard Fees"

Bad Examples:

❌ "Fee1" (not descriptive)
❌ "Test" (not professional)

Step 3: Add Fee Items

You can add multiple fee items to one group:

Fee Item 1: Installation Fee

1. Name (Required)

Installation Fee

2. Type (Required)

Select: Flat-Rate

3. Value (Required)

4. Description (Required)

One-time installation charge for new subscribers

Fee Item 2: Router Rental

1. Name (Required)

Router Rental

2. Type (Required)

Select: Flat-Rate

3. Value (Required)

4. Description (Required)

Monthly router rental fee

Fee Item 3: VAT

1. Name (Required)

VAT

2. Type (Required)

Select: Percentage

3. Value (Required)

4. Description (Required)

15% Value Added Tax

Step 4: Save Fee Group

Click "Save" or "Submit"

Success:

Successfully Added.
Fee group created with all items

Result:

Group: "Installation Package" created with 3 items:
  1. Installation Fee (Flat: 500)
  2. Router Rental (Flat: 100)
  3. VAT (Percentage: 15%)

Step 5: Assign to Package

Go to Package → Add/Edit Package:

Find "Extra Fee Group" field
Select your fee group from dropdown
Example: Select "Installation Package"
Save package

Now all subscribers with this package will have these fees on invoices!

Step 6: Add More Items to Existing Group

To add more fee items to existing group:

Go to Tax/Extra Fee page
Find your group in the table
Click "Add New" button for that group
Add new fee item
Save

Example:

Group: "Installation Package" (existing)
Add new item: "Setup Fee" (Flat: 200)

Result: Group now has 4 items

Step 7: Edit Fee Item

To edit existing fee item:

Find the fee item in table
Click "Edit" action
Modify Name, Type, Value, or Description
Save

⚠️ Important:

Editing fee affects all packages using this group
Changes apply to future invoices
Existing invoices not affected

Step 8: Delete Fee Item

To delete fee item:

Find the fee item in table
Click "Delete" action
Confirm deletion

⚠️ Warning:

Deleting fee item removes it from group
Affects all packages using this group
Cannot be undone

All Fields Explained

Group Level

1. Group Name (Required)

What: Unique identifier for fee group
Format: Auto-formatted (lowercase, no spaces)
Example: "Installation Package" → "installationpackage"
Use: Organize related fees together

Fee Item Level

2. Value ID (Auto-generated)

What: Sequential number for each item in group
Format: 1, 2, 3, 4...
Purpose: Sorting and identification
Note: Auto-incremented, cannot be changed

3. Name (Required)

What: Descriptive name for fee item
Example: "Installation Fee", "VAT", "Router Rental"
Best Practice: Clear, professional names
Shown: On invoices and reports

4. Type (Required)

Options:
- 1 - Percentage: Percentage of package price
- 2 - Flat-Rate: Fixed amount
- 3 - Equation: Custom formula (advanced)
Choose: Based on fee calculation method

5. Value (Required)

For Percentage: Number (e.g., 15 for 15%)
For Flat-Rate: Amount (e.g., 500 for 500 BDT)
For Equation: Formula string
Validation: Non-negative numbers only

6. Description (Required)

What: Explanation of fee purpose
Example: "15% Value Added Tax", "One-time installation charge"
Use: Internal reference and invoice notes

Best Practices

Before Creating Fees

1. Plan Fee Structure

✅ List all charges (taxes, fees, rentals)
✅ Group related fees together
✅ Determine calculation type for each
✅ Check legal requirements (VAT, regulatory fees)

2. Understand Your Billing

✅ One-time fees (installation, connection)
✅ Recurring fees (rental, service charge)
✅ Percentage-based (VAT, sales tax)
✅ Conditional fees (tiered, special cases)

3. Check Regulations

✅ Government tax rates (VAT, sales tax)
✅ Regulatory requirements
✅ Industry standards
✅ Legal compliance

During Fee Creation

1. Naming Convention

✅ Use clear, descriptive names
✅ Example: "15% VAT", "Installation Fee", "Router Rental"
✅ Avoid: "Fee1", "Charge", "Extra"

2. Group Organization

✅ Group by purpose: "Installation Package", "Monthly Charges"
✅ Group by package type: "Residential Fees", "Corporate Fees"
✅ Keep groups logical and manageable
✅ Don't create too many groups (3-5 is ideal)

3. Value Type Selection

✅ Percentage: For taxes (VAT, sales tax)
✅ Flat-Rate: For fixed charges (installation, rental)
✅ Equation: Only for complex scenarios
✅ Test calculations before deploying

4. Description Writing

✅ Be specific: "15% Value Added Tax on package price"
✅ Include timing: "One-time installation charge"
✅ Mention frequency: "Monthly router rental fee"
✅ Professional language for invoices

After Fee Creation

1. Test with Packages

✅ Create test package with fee group
✅ Generate test invoice
✅ Verify calculations correct
✅ Check invoice display

2. Assign to Packages

✅ Assign appropriate fee groups to packages
✅ Residential packages: Standard fees
✅ Corporate packages: Corporate fees
✅ Special packages: Custom fees

3. Monitor and Adjust

✅ Review invoices regularly
✅ Check fee calculations
✅ Update tax rates when changed
✅ Adjust fees based on business needs

Common Mistakes to Avoid

❌ Mistake 1: Wrong Value Type

Problem: Using Flat-Rate for VAT instead of Percentage
Solution: VAT should be Percentage type (e.g., 15%)

❌ Mistake 2: Unclear Names

Problem: "Fee1", "Charge2", "Extra"
Solution: "Installation Fee", "15% VAT", "Router Rental"

❌ Mistake 3: Too Many Groups

Problem: Creating separate group for each fee
Solution: Group related fees together

❌ Mistake 4: No Description

Problem: Empty or vague descriptions
Solution: Clear, specific descriptions for each fee

❌ Mistake 5: Not Testing

Problem: Deploying fees without testing
Solution: Always test with sample invoice first

Common Examples

Example 1: Standard Residential Package Fees

Group Name: "Standard-Fees"

Fee Items:

1. Installation Fee
   Type: Flat-Rate
   Value: 500
   Description: One-time installation charge for new connections

2. Router Rental
   Type: Flat-Rate
   Value: 100
   Description: Monthly router rental fee

3. VAT
   Type: Percentage
   Value: 15
   Description: 15% Value Added Tax on total amount

Invoice Calculation:

Package Price: 1000 BDT
Installation Fee: 500 BDT (one-time)
Router Rental: 100 BDT (monthly)
Subtotal: 1600 BDT
VAT (15%): 240 BDT
Total: 1840 BDT

Example 2: Corporate Package Fees

Group Name: "Corporate-Fees"

Fee Items:

1. Installation Fee
   Type: Flat-Rate
   Value: 1000
   Description: Corporate installation with dedicated line

2. Dedicated Support
   Type: Flat-Rate
   Value: 500
   Description: Monthly dedicated support fee

3. Service Tax
   Type: Percentage
   Value: 2
   Description: 2% service tax

4. VAT
   Type: Percentage
   Value: 15
   Description: 15% Value Added Tax

Invoice Calculation:

Package Price: 5000 BDT
Installation: 1000 BDT (one-time)
Dedicated Support: 500 BDT (monthly)
Subtotal: 6500 BDT
Service Tax (2%): 130 BDT
VAT (15%): 994.50 BDT
Total: 7624.50 BDT

Example 3: Installation-Only Fees

Group Name: "Installation-Only"

Fee Items:

1. Installation Fee
   Type: Flat-Rate
   Value: 500
   Description: One-time installation charge

2. Connection Fee
   Type: Flat-Rate
   Value: 200
   Description: One-time connection activation fee

Invoice Calculation:

Package Price: 1000 BDT
Installation: 500 BDT (one-time)
Connection: 200 BDT (one-time)
Total: 1700 BDT

Use Case: For packages where you only want installation fees, no monthly extras

Example 4: Monthly Recurring Fees

Group Name: "Monthly-Charges"

Fee Items:

1. Service Charge
   Type: Flat-Rate
   Value: 50
   Description: Monthly service and maintenance charge

2. Equipment Rental
   Type: Flat-Rate
   Value: 150
   Description: Monthly equipment rental (router + ONT)

3. VAT
   Type: Percentage
   Value: 15
   Description: 15% VAT on monthly charges

Invoice Calculation:

Package Price: 1000 BDT
Service Charge: 50 BDT
Equipment Rental: 150 BDT
Subtotal: 1200 BDT
VAT (15%): 180 BDT
Total: 1380 BDT (every month)

Example 5: Multi-Tax Scenario

Group Name: "Multi-Tax"

Fee Items:

1. Service Tax
   Type: Percentage
   Value: 2
   Description: 2% government service tax

2. Regulatory Fee
   Type: Percentage
   Value: 1
   Description: 1% telecom regulatory fee

3. VAT
   Type: Percentage
   Value: 15
   Description: 15% Value Added Tax

Invoice Calculation:

Package Price: 1000 BDT
Service Tax (2%): 20 BDT
Regulatory Fee (1%): 10 BDT
Subtotal: 1030 BDT
VAT (15%): 154.50 BDT
Total: 1184.50 BDT

Note: Taxes calculated sequentially

Troubleshooting

Issue 1: Fee Not Showing on Invoice

Problem:

Created fee group but not showing on subscriber invoice

Causes & Solutions:

Cause 1: Fee Group Not Assigned to Package

Solution:
1. Go to Package → Edit Package
2. Find "Extra Fee Group" field
3. Select your fee group
4. Save package

Cause 2: Package Not Assigned to Subscriber

Solution:
1. Check subscriber's package
2. Verify package has fee group assigned
3. Reactivate subscriber if needed

Cause 3: Invoice Already Generated

Solution:
Fee changes only apply to NEW invoices
Existing invoices not affected
Generate new invoice to see fees

Issue 2: Wrong Fee Calculation

Problem:

Fee amount calculated incorrectly on invoice

Causes & Solutions:

Cause 1: Wrong Value Type

Problem: VAT set as Flat-Rate instead of Percentage
Solution: Edit fee item, change Type to Percentage

Cause 2: Wrong Value

Problem: Entered 15 for 15 BDT instead of 15%
Solution: Check Value Type and Value match
  - Percentage: Value = 15 (for 15%)
  - Flat-Rate: Value = 15 (for 15 BDT)

Cause 3: Multiple Percentage Fees

Problem: Multiple percentage fees compounding
Solution: Check calculation order
  - Fees calculated sequentially
  - Later fees include earlier fees in base

Issue 3: Cannot Delete Fee Group

Problem:

Cannot delete fee group, getting error

Cause:

Fee group is assigned to packages
Cannot delete groups in use

Solution:

1. Find all packages using this group
2. Remove group from packages or assign different group
3. Then delete fee group

Issue 4: Fee Item Not Saving

Problem:

Fee item not saving when adding to group

Causes & Solutions:

Cause 1: Missing Required Fields

Solution: Fill all required fields:
  - Name (required)
  - Type (required)
  - Value (required)
  - Description (required)

Cause 2: Invalid Value

Solution: Check value format:
  - Percentage: Positive number (0-100)
  - Flat-Rate: Positive number
  - No negative values allowed

Issue 5: Duplicate Fee Groups

Problem:

Created duplicate fee groups with same name

Cause:

Group names auto-formatted (lowercase, no spaces)
"Installation Package" and "installation package" become same

Solution:

1. Use unique group names
2. Check existing groups before creating
3. Delete duplicate groups
4. Reassign packages to correct group

Issue 6: Equation Type Not Working

Problem:

Equation type fee not calculating correctly

Cause:

Equation type is advanced feature
Requires specific syntax and variables

Solution:

1. Use Percentage or Flat-Rate for most cases
2. Only use Equation for complex scenarios
3. Test equation thoroughly before deploying
4. Contact support for equation syntax help

Summary

Tax/Extra Fee is essential for complete billing!

✅ Key Takeaways:

Group-based system - Organize related fees together
Three value types - Percentage, Flat-Rate, Equation
Assign to packages - Fee groups linked to packages
Auto-calculated - Fees automatically added to invoices
Flexible billing - One-time, recurring, percentage-based
Multiple fees per group - Combine installation, rental, taxes
Edit anytime - Update fees as needed (affects future invoices)
Test before deploy - Always test with sample invoice

✅ Common Use Cases:

✅ VAT/Sales Tax (15%, 10%, 5%)
✅ Installation charges (500, 1000 BDT)
✅ Equipment rental (100, 150 BDT/month)
✅ Service charges (50 BDT/month)
✅ Regulatory fees (1%, 2%)
✅ Connection fees (200 BDT one-time)

✅ Best Practices:

✅ Group related fees together
✅ Use clear, descriptive names
✅ Choose correct value type
✅ Test calculations before deploying
✅ Update tax rates when changed
✅ Monitor invoices regularly

✅ Configuration Checklist:

✅ Create fee group with descriptive name
✅ Add all fee items to group
✅ Set correct Type for each item
✅ Enter accurate Values
✅ Write clear Descriptions
✅ Assign group to packages
✅ Test with sample invoice
✅ Verify calculations correct

Perfect for ISPs needing flexible, accurate billing with taxes and additional charges! 🚀

Tax/Extra Fee ​

Overview ​

📋 Table of Contents ​

How Tax/Extra Fee Works ​

The Group-Based System ​

Workflow ​

Fee Group Structure ​

What is a Fee Group? ​

Group Components ​

Example Group Structure ​

Three Value Types ​

1. Percentage (Type: 1) ​

2. Flat-Rate (Type: 2) ​

3. Equation (Type: 3) ​

Step-by-Step Guide ​

Step 1: Access Tax/Extra Fee ​

Step 2: Create Fee Group ​

1. Group Name (Required) ​

Step 3: Add Fee Items ​

Fee Item 1: Installation Fee ​

Fee Item 2: Router Rental ​

Fee Item 3: VAT ​

Step 4: Save Fee Group ​

Step 5: Assign to Package ​

Step 6: Add More Items to Existing Group ​

Step 7: Edit Fee Item ​

Step 8: Delete Fee Item ​

All Fields Explained ​

Group Level ​

Fee Item Level ​

Best Practices ​

Before Creating Fees ​

During Fee Creation ​

After Fee Creation ​

Common Mistakes to Avoid ​

Common Examples ​

Example 1: Standard Residential Package Fees ​

Example 2: Corporate Package Fees ​

Example 3: Installation-Only Fees ​

Example 4: Monthly Recurring Fees ​

Example 5: Multi-Tax Scenario ​

Troubleshooting ​

Issue 1: Fee Not Showing on Invoice ​

Issue 2: Wrong Fee Calculation ​

Issue 3: Cannot Delete Fee Group ​

Issue 4: Fee Item Not Saving ​

Issue 5: Duplicate Fee Groups ​

Issue 6: Equation Type Not Working ​

Summary ​

Tax/Extra Fee

Overview

📋 Table of Contents

How Tax/Extra Fee Works

The Group-Based System

Workflow

Fee Group Structure

What is a Fee Group?

Group Components

Example Group Structure

Three Value Types

1. Percentage (Type: 1)

2. Flat-Rate (Type: 2)

3. Equation (Type: 3)

Step-by-Step Guide

Step 1: Access Tax/Extra Fee

Step 2: Create Fee Group

1. Group Name (Required)

Step 3: Add Fee Items

Fee Item 1: Installation Fee

Fee Item 2: Router Rental

Fee Item 3: VAT

Step 4: Save Fee Group

Step 5: Assign to Package

Step 6: Add More Items to Existing Group

Step 7: Edit Fee Item

Step 8: Delete Fee Item

All Fields Explained

Group Level

Fee Item Level

Best Practices

Before Creating Fees

During Fee Creation

After Fee Creation

Common Mistakes to Avoid

Common Examples

Example 1: Standard Residential Package Fees

Example 2: Corporate Package Fees

Example 3: Installation-Only Fees

Example 4: Monthly Recurring Fees

Example 5: Multi-Tax Scenario

Troubleshooting

Issue 1: Fee Not Showing on Invoice

Issue 2: Wrong Fee Calculation

Issue 3: Cannot Delete Fee Group

Issue 4: Fee Item Not Saving

Issue 5: Duplicate Fee Groups

Issue 6: Equation Type Not Working

Summary