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 billing points of 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 billed
    2. Collected: Total amount collected
    3. Balance: Difference between Amount and collected, i.e., the outstanding balance.
    4. Draft: Number of invoices generated in draft that have not yet been sent.
    5. In progress: Number of invoices sent that are yet to be collected.
    6. Settled: Number of invoices collected.
    7. Cancelled (Ann.): Number of cancelled invoices. In this case, metering fees, billing fees, and possibly reminder or postal mailing costs are the responsibility of 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 the responsibility of 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.

How Did We Do?

Visualizing Vendor Financial Documents

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