Show fuel surcharges on invoices

We recommend that you read Fuel extra (surcharge) before making a change to the fuel extra or starting to use fuel extra, so that you don’t miss anything important.

Fuel surcharges can be included in the total price of the order lines, but it is not clear how much of the amount on each order line is DMT. If you want to make it clearer how much of the invoice amount is DMT, you can add it to the total at the bottom of the invoice. DMT is always included in the total price of the invoice.

Warning!

Many e-invoice exports, including all those following the Peppol standard, will not work unless DMT is included in the total price of the order lines. This is because such exports check that the sum of all order lines matches the total on the invoice.

Even if you add a line for DMT to the summary at the bottom of the invoice, it won't count as a proper order line, and it won't make e-invoice exports work.

Include/exclude DMT in the total price of the order line

Go to Settings > Offices > tab Invoice settings and tick/untick Invoice prices include fuel extra. The checkbox works in conjunction with Invoice prices include delivery option prices, so if there is an option with DMT on the order line, the fuel surcharge is also included/excluded for the option.

The same behaviour also applies to Invoice prices include currency extra prices. For an example of the result of different combinations of the checkboxes on the total price of the order line on the invoice, see Office (window).

Display DMT rates on separate lines in the invoice summary

If you want to make it clearer to the customer how much of the invoice amount is DMT, you can add lines for the different DMT rates in the summary at the bottom of the invoice. Depending on whether you include or exclude the fuel surcharge in the total price on the order lines, you can customise the text and appearance to make it easy to follow how the total amount on the invoice has been calculated.

Example if DMT is included on the order lines

Show how much of the subtotals are fuel surcharges.

Lines 7-10 in the code example below add one line for each DMT rate and the amounts for them in the totalling. To make it clear how the net amount of the invoice has been calculated, the fuel surcharge has been slightly reduced and is not in bold, as it is already included in the subtotals.

Row 7: To obtain the indentation, the block has been shifted 3 pixels(x="3").
Row 9: To compensate for the cancellation on line 7, the amount has been adjusted to be in line with the other amounts(x="37").
Row 8-9: The text has been made normal instead of bold and a little smaller with fontbold="false" and fontsize="9". The whole block is otherwise bolded and has a default font size of 10 (see line 2).
Row 19: To indicate that "Subtotal" and "Of which DMT" belong together, there is a small distance to the next row(y="1" on the block after).

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DMT included in subtotal but specified on a separate line

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        <!-- Summary -->
        <block x="110" y="5" fontbold="true" fontsize="10">
          <block x="0" y="0" positionbelow="true" condition="INH_Total_Standard">
            <item name="Subtotal" x="0" y="0" width="30" />
            <data name="TotalAccordingToOfficeSettings_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <query x="3" y="0" positionbelow="true" command="FuelExtras" condition="IHF_Amount_Customer">
            <data name="'Varav DMT (',IHF_FuelExtraRate,')'" x="0" y="0" width="50" format="p" fontbold="false" fontsize="9" />
            <data name="IHF_Amount_Customer" format="n" x="37" y="0" width="30" align="right" fontbold="false" fontsize="9" />
          </query>
          <query x="3" y="0" positionbelow="true" command="CurrencyExtras" condition="IHC_Amount_Customer">
            <data name="'Of which currency extra rate (',IHC_CurrencyExtraRate,')'" x="0" y="0" width="50" format="p" fontbold="false" fontsize="9" />
            <data name="IHC_Amount_Customer" format="n" x="37" y="0" width="30" align="right" fontbold="false" fontsize="9" />
          </query>
          <query x="3" y="0" positionbelow="true" command="DeliveryOptions" condition="TotalPrice_Customer">
            <data name="'Varav tillval (',DEO_Name,')'" x="0" y="0" width="50" fontbold="false" fontsize="9" />
            <data name="TotalPrice_Customer" format="n" x="37" y="0" width="30" align="right" fontbold="false" fontsize="9" />
          </query>
          <block x="0" y="1" positionbelow="true">
            <item name="Fakturaavgift" x="0" y="0" width="40" />
            <data name="INH_InvAdmFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Netto" x="0" y="0" width="40" />
            <data name="INH_TotalIncFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Moms" x="0" y="0" width="40" />
            <data name="INH_Tax_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Öresutjämning" x="0" y="0" width="40" />
            <data name="INH_RoundAmount_Customer" x="40" y="0" format="n" width="30" align="right" />
          </block>

Tip

Currency surcharges and options can also be reported on separate lines in the same way, see lines 11-18 in the code example above. Due to the conditions(condition="IHC_Amount_Customer"/condition="TotalPrice_Customer"), those rows will not be displayed on the invoice if there are no currency add-ons or options on the order.

Example if DMT is not included on the order lines

If DMT is not included in the subtotals, it may be useful to add a line with the DMT amount to the totals to show how the net amount has been calculated.

Lines 7-10 in the code example below add one line for each DMT rate and the amounts for them in the totalling.

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DMT not included in subtotal but reported on a separate line

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        <!-- Summary -->
        <block x="110" y="5" fontbold="true" fontsize="10">
          <block x="0" y="0" positionbelow="true" condition="INH_Total_Standard">
            <item name="Subtotal" x="0" y="0" width="30" />
            <data name="TotalAccordingToOfficeSettings_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <query x="0" y="0" positionbelow="true" command="FuelExtras" condition="IHF_Amount_Customer">
            <data name="'DMT (',IHF_FuelExtraRate,')'" x="0" y="0" width="50" format="p" />
            <data name="IHF_Amount_Customer" format="n" x="40" y="0" width="30" align="right" />
          </query>
          <query x="0" y="0" positionbelow="true" command="CurrencyExtras" condition="IHC_Amount_Customer">
            <data name="'Valutatillägg (',IHC_CurrencyExtraRate,')'" x="0" y="0" width="50" format="p" />
            <data name="IHC_Amount_Customer" format="n" x="40" y="0" width="30" align="right" />
          </query>
          <query x="0" y="0" positionbelow="true" command="DeliveryOptions" condition="TotalPrice_Customer">
            <data name="DEO_Name,' (tillval)'" x="0" y="0" width="50" />
            <data name="TotalPrice_Customer" format="n" x="40" y="0" width="30" align="right" />
          </query>
          <block x="0" y="0" positionbelow="true">
            <item name="Fakturaavgift" x="0" y="0" width="40" />
            <data name="INH_InvAdmFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Netto" x="0" y="0" width="40" />
            <data name="INH_TotalIncFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Moms" x="0" y="0" width="40" />
            <data name="INH_Tax_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Öresutjämning" x="0" y="0" width="40" />
            <data name="INH_RoundAmount_Customer" x="40" y="0" format="n" width="30" align="right" />
          </block>

Display DMT as a lump sum in the invoice summary

The sum of DMT, currency surcharges and optional extras can also be recognised as a lump sum in the aggregation. To do so, we use the following two tags in the report:

INH_Total_Standard: Displays the total sum of the order lines including DMT, currency surcharges and options regardless of whether the checkboxes in the office settings are ticked or not.
TotalAccordingToOfficeSettings_Customer: The sum of the total price of the order lines as they appear on the invoice. DMT, currency add-ons and options are not included if the checkboxes are unticked, but are included if they are ticked.

Example if DMT is included on the order lines

In this example, the order rows include DMT, currency surcharge and option (all three checkboxes in the office settings, Invoice prices include fuel extra, Invoice prices include currency extra prices and Invoice prices include delivery option prices, are ticked), but you can tick just one of them if you only want to show that particular amount on the separate row. The subtotals will always show the sum of the order lines including DMT, currency surcharges and options.

Row 7-10: By subtracting the total price of the order lines according to the office settings(TotalAccordingToOfficeSettings_Customer) from the total sum of the order lines(INH_Total_Standard), we get the amount of DMT, currency surcharges and options.

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Share of DMT/currency add-ons/option of subtotals as lump sum

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        <!-- Summary -->
        <block x="110" y="5" fontbold="true" fontsize="10">
          <block x="0" y="0" positionbelow="true" condition="INH_Total_Standard">
            <item name="Subtotal" x="0" y="0" width="30" />
            <data name="INH_Total_Standard" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="3" y="0" positionbelow="true">
            <item name="Varav DMT/valutatillägg/tillval" x="0" y="0" width="60" fontbold="false" fontsize="9" />
            <data name="INH_Total_Standard-TotalAccordingToOfficeSettings_Customer" format="n" x="37" y="0" width="30" align="right" fontbold="false" fontsize="9" />
          </block>
          <block x="0" y="1" positionbelow="true">
            <item name="Fakturaavgift" x="0" y="0" width="40" />
            <data name="INH_InvAdmFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Netto" x="0" y="0" width="40" />
            <data name="INH_TotalIncFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Moms" x="0" y="0" width="40" />
            <data name="INH_Tax_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Öresutjämning" x="0" y="0" width="40" />
            <data name="INH_RoundAmount_Customer" x="40" y="0" format="n" width="30" align="right" />
          </block>

Example if DMT is not included on the order lines

In this example, the subtotals do not include DMT, currency add-ons and options (all three checkboxes in the office settings, Invoice prices include fuel extra, Invoice prices include currency extra prices and Invoice prices include delivery option prices, are unticked).

Row 3-6: TotalAccordingToOfficeSettings_Customer shows the total price of the order lines according to the office settings.
Row 7-10: By subtracting the total price of the order lines according to the office settings from the total sum of the order lines(INH_Total_Standard), we obtain the amount of DMT, currency surcharges and options.

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DMT/currency surcharge/option as separate lump sum

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        <!-- Summary -->
        <block x="110" y="5" fontbold="true" fontsize="10">
          <block x="0" y="0" positionbelow="true" condition="INH_Total_Standard">
            <item name="Subtotal" x="0" y="0" width="30" />
            <data name="TotalAccordingToOfficeSettings_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true" condition="INH_Total_Standard">
            <item name="DMT/valutatillägg/tillval" x="0" y="0" width="50" />
            <data name="INH_Total_Standard-TotalAccordingToOfficeSettings_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Fakturaavgift" x="0" y="0" width="40" />
            <data name="INH_InvAdmFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Netto" x="0" y="0" width="40" />
            <data name="INH_TotalIncFee_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Moms" x="0" y="0" width="40" />
            <data name="INH_Tax_Customer" format="n" x="40" y="0" width="30" align="right" />
          </block>
          <block x="0" y="0" positionbelow="true">
            <item name="Öresutjämning" x="0" y="0" width="40" />
            <data name="INH_RoundAmount_Customer" x="40" y="0" format="n" width="30" align="right" />
          </block>

Tip

Of course, you can also show combinations of the four examples above on the invoice. Experiment with tags in the invoice report and combinations of the checkboxes in the office settings. Click on Refresh in the preview to update the invoice if you change any of the office settings.