Visualize consumer invoices

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the Site > Administration > Site accounting > Invoices. This Tab is only displayed if the Operating method is Billing and payments.
  2. Invoices can be filtered by:
    1. Billing point: Each window groups together all Billing points for a building.
    2. By billing period: Each window groups, by building, all billing periods according to what is defined for each solution.
  3. The following information is displayed regardless of the filter:
    1. Amount: Total amount billed
    2. Collected: Total amount collected
    3. Balance: Difference between Amount and Collected, representing the balance to be collected.
    4. Draft: Number of invoices generated as drafts and not yet sent.
    5. Pending: Number of sent invoices still awaiting Collection.
    6. Paid: Number of invoices collected.
    7. Cancelled (Can.): Number of Cancelled invoices. In this case, Metering fees, billing fees, and any Reminder fees or Postal mailing costs are borne by Climkit.
    8. Abandoned (Aband.): Number of Abandoned invoices. In this case, Metering fees, billing fees, and any Reminder fees or Postal mailing costs are borne by the owner and will appear in the Annual statement of the site.
    9. Reminder 1 (R1): Number of invoices for which a first Payment reminder has been sent.
    10. Reminder 2 (R2): Number of invoices for which a second Payment reminder has been sent.
    11. Reminder 3 (R3): Number of invoices for which a third Payment reminder has been sent.

How Did We Do?

Visualize Supplier billing documents

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