Welcome

View stakeholders

Visualize site suppliers

View the site management conditions

Enabling/disabling a solution

Configuration of the operating method

Visualize the financial conditions

Creation/edition/addition of a financial condition

Deletion of a financial condition

Create a consumer account

Create a contact

Visualize and download account invoices

Send Platform Access to a contact

Add/modify the postal billing address

Link an existing account to a site

Change the correspondence method

Creation/editing of a billing point

Registering a move (transfer)

Assignment of an account to a billing point

Add/modify the default charge advance payment of a billing point

View site billing rates

Editing a consumption tariff

Creation/editing of a consumption tariff

Creation/editing of a consumption tariff component

View fixed rates and subscriptions

Customize invoice line item labels/titles

View the Financial conditions billed to the billing points

View RFID badges

Add an RFID badge

Block an RFID badge

Delete an RFID badge

View consumer invoices

Visualize Site suppliers financial documents

Re-bill a period already billed (re-billing)

Refund an Account

Actions on an invoice (validate, send, cancel...)

Generate one or more invoices

View the latest meter readings

Download site energy data

Download meter data

Introduction to the Expense statement generation tool

Create/edit an accounting period for expense statements

Modify the expense statements settings

Add/modify a general invoice for an expense statement

Edit the advance payments collected for an expense statement

Special feature of room heating and hot water production fees

Verify and download meter readings for the expense statement period

Make the cost allocation and generate the expense statements

Export individual consumptions for the expense statements period