View Invoices (Consumers)

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Administration > 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 all the billing points of a building.
    2. Billing period: Each window groups, by building, all the billing periods according to what is defined for each solution.
  3. The following information is indicated regardless of the filter:
    1. Amount: Total billed
    2. Collected: Total amount collected
    3. Balance: Difference between Amount and collected, i.e., the outstanding balance.
    4. Draft: Number of invoices generated as draft and not yet sent.
    5. In progress: Number of invoices sent still to be collected.
    6. Settled: Number of collected invoices.
    7. Cancelled (Ann.): Number of cancelled invoices. In this case, metering fees, billing fees, and possibly reminder or postal mailing costs are borne by Climkit.
    8. Abandoned (Aband.): Cancelled (Ann.): Number of abandoned invoices. In this case, metering fees, billing fees, and possibly reminder 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 reminder has been sent.
    10. Reminder 2 (R2): Number of invoices for which a second reminder has been sent.
    11. Reminder 3 (R3): Number of invoices for which a third reminder has been sent.

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Visualizing Supplier Financial Documents

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