Virtual assistant
Installer
Planning
Installer getting started guide (read first)
Overall site planning
Climkit Site Implementation Process
Climkit Gateway and communication
Planning electricity and RCP management
Planning electric vehicle charging station management
Planning heating, water and ancillary cost management
Planning collective laundry room management
Planning charging management for electric bikes
General terms and conditions of sale
Platform configuration
Request for an installer account
Creating a new site
Adding a router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Registering the photovoltaic installation information
Save battery information
Adding charging stations
Adding an OCPP Remote Charging Station
Adding a 4-relay I/O module
Adding RFID readers
Adding Heat and Water Meters
Installation and connection
Install a 4G Router
Install a LAN router
Install the Climkit Gateway
Install the RS485-Ethernet converter
Install the M-Bus converter
Install a PoE switch
Installing Wi-Fi access points
Installing electricity meters
Installing charging stations
Install the heat and water meters
Install an RFID badge reader
Install a three-phase relay meter
Install a Shelly relay meter
Install the 4-relay I/O module
Verification and tests
Owner
Administrative setup
Getting Started Guide - administrative setup
Form - 1. Contact information
Form - 2. Solutions
Form - 3. Rates
Contract and documents to complete
Account online for owners
Consumer information flyers
Online access, RFID badge, and charging stations
FAQ and other information
Resident
Account and App
Electricity bill
Electric vehicle charging station
Collective laundry room
eBike Charging
Platform
Platform access
Terminologie
Site
Parameters
Creation/editing of a note or to-do item
Close an issue to be processed
Site status
Add/Modify building(s)
The steps for setting up a site
Delete/deactivate a site
Add/Edit Equipment(s)
Modify site basic information
Equipment
Add/modify a gateway
Add/modify a router
Add/modify an electricity meter
Bulk meter insertion
Mass assignment of meters to a Gateway
Add/modify a distribution zone
Add/edit a charging station
Add/edit a thermal or water meter
Add/edit a DSO meter (FTP transfer)
Remote connection to a Climkit gateway
Administration
Stakeholders
Management conditions
Viewing site management conditions
Activating/deactivating a solution
Operating method configuration
Viewing financial conditions
Creation/editing/adding a financial condition
Deleting a financial condition
Accounts
Create a consumer account
Create a contact
View and download account invoices
Send access to the platform to a contact
Add/modify the billing address
Link an existing account to a site
Changing the correspondence method
Rates and billing points
Creation/editing of a billing point
Registering a move (change of address)
Assigning an account to a billing point
Add/modify default charge advance payment for a billing point
View site consumption rates
Tariff definition based on consumption
Creation/editing of a consumption rate
Creation/editing of a tariff component
See fixed rates and subscriptions
Customizing Invoice Position Labels
View the Financial conditions billed at the billing points
RFID badge
Accounting
Tools
Meter control
Visualization
Expense statements
Introduction to the Expense Statement Tool
Create/edit an accounting period
Modify expense statement parameters
Add/edit a general expenses invoice for an expense statement
Edit advance payments collected on an expense statement
Specifics of heating and hot water production costs
Check and download meter readings for the billing period
Distribute costs and generate expense statements
Exporting individual consumption data for the billing statement period
API
- Categories
- Platform
- Site
- Tools
- Expense statements
- Edit advance payments collected on an expense statement
Edit advance payments collected on an expense statement
Updated
by Nicolas Vodoz
- Open the site > Tools > Expense statement: select the desired statement by clicking on its title.
- Open the Advances tab.
- Modify the advance payments collected for each billing point in relation to the default advance payments.
