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Billing fees have a configurable billing fee rate, which is subject to validity dates and can therefore change over time, and a rule that determines how the fee is calculated.
Currently, one rule called AOG Admin Fee is available and it applies the following formula to calculate the billing fee:As of v12.21, the following billing fee rules are available.
Rule Name | Description | Formula |
|---|---|---|
AOG Admin Fee - Pre Gen 3 | This rule supports New Zealand AOG staff procurement contracts that commenced prior to September 2023. | (pay amount + provider fee) x billing fee rate Where: pay amount is the amount paid to the payee provider fee is the margin amount (ie. bill amount exc. tax - pay amount - bill oncosts) billing fee rate is the fee percentage that is applicable on the invoice date. |
AOG Admin Fee - Gen 3 | This rule supports New Zealand AOG staff procurement contracts that commenced from September 2023. These are also known as Generation 3 contracts. | provider fee x billing fee rate Where: provider fee is the margin amount (ie. bill amount exc. tax - pay amount - bill oncosts) billing fee rate is the fee percentage that is applicable on the invoice date. |
Billing fees are exclusive of tax (GST/VAT or equivalent).
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Invoice Component | Field | Description |
|---|---|---|
Invoice Items | Agency Fee | Prints the agency fee amount that applies to the listed invoice item. This amount is the margin amount divided by the pay rate. |
Invoice Items | Billing Fee Total | Prints the total amount of all billing fees that apply to the listed invoice item. This field does not need to be included in an invoice format if there is only ever one type of billing fee that is applicable. Where that is the case, the Billing Fee: <billing fee name> field can be used to print the total of the individual billing fee that applies without printing a separate overall total (for more information, see below). |
Invoice Items | Billing Fee: <billing fee name> | Prints the billing fee amount that applies to the listed invoice item, where <billing fee name> is the name of the billing fee, as configured in Billing > Maintenance > Billing Fees, that has been applied to the listed invoice item. A separate Billing Fee: <billing fee name> field is available in the Portal Maintenance > Document Formats module per unique billing fee that is configured under Billing > Maintenance > Billing Fees. |
Invoice Items | Margin | Prints the agency's profit margin for the listed invoice item. This is calculated as <bill total> – <pay total>. Oncosts are not factored into this calculation and therefore this amount is not necessarily the same as the provider fee that is referenced by the AOG Admin Fee rule. |
Invoice Items | Oncost Group <oncost group name> | Prints the sum of all oncost amounts that are applicable to the listed invoice item, where those oncosts are part of the corresponding oncost group. A separate Oncost Group <oncost group name> field is available in the Portal Maintenance > Document Formats module per unique oncost group that is configured under Portal > Billing > Maintenance > Oncost Groups. For more information, see Oncost Group Maintenance. |
An example of an invoice that has been generated using a document format that uses some of the billing fee related fields described in the table is shown below.
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For more information about invoice formats, see Document Formats.
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