The platform features a billing engine that generates PDF invoices for customers. These invoices can be easily uploaded into an ERP system for further processing.
There 4 type of invoices:
Charge Card Invoice including the usage costs for charging sessions done with the charge card (invoiced afterwards) and the costs for the subscription based on the linked billing plan (invoiced in advance).
Charge Station: Invoice for the subscription based on the linked billing plan. This invoice will be invoiced in advance.
Reimbursement: Invoice for the revenue generated by the charging station (based on the set tariff of the charger by the owner of the charging station) or the compensation for home charging from an employer to an employee (based on the set kWh tariff by the employer and when the “Billing & Access Policy” of the charger is set on “Employee gets reimbursed by employer”.
Reimbursement delayed sessions: Invoice for the revenue generated by the charging station (based on the set tariff of the charger by the owner of the charging station) or the compensation for home charging from an employer to an employee (based on the set kWh tariff by the employer and when the “Billing & Access Policy” of the charger is set on “Employee gets reimbursed by employer” invoiced after the original reimbursement invoice has been sent. This happens when a charger is disconnected to the platform for a while. The data of the charging sessions is locally saved on the charging station and is sent to the platform once it reconnects. For this reason there is a possibility to have delayed reimbursement sessions so charging station owners do not miss out on revenue.
Follow these steps:
1. Go to the “Finance” menu and click on “Invoices”.
2. Click on “Generate Single Invoice” to generate a single invoice and “Generate Bulk Invoices” to generate multiple invoices at once.
3. Select the type of invoice that needs to be generated, the year, month and how many invoices to generate in “Batch Size (Max)”.
4. Click on “Generate” and the billing engine will now generate the invoices per account in PDF based on the data linked to the account.
5. The generated invoices can be downloaded by clicking on “Download Bulk”. Select which invoice type needs to be downloaded and select the specific period.
