Virtual assistant
Installer
Planning
Installer Quick Start Guide (read first)
Global site planning Climkit
Process for setting up a Climkit site
Planning the Climkit Gateway connection and network connectivity
Planning electricity management
Planning electric vehicle charging station management
Planning heating, water, and ancillary cost management
Planning collective laundry management
Planning charge management for eBikes
General terms and conditions of sale
Platform Configuration
Installer account request
Creating a new site
Add the router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Registering photovoltaic installation information
Save battery info
Adding charging stations
Add OCPP Remote Charging Station
Add the 4-relay I/O module
Adding RFID readers
Adding heat and water meters
Installation and connection
Install the 4G Router
Install the LAN router
Install the Climkit Gateway
Install the RS485-Ethernet converter
Install the M-Bus converter
Install the standard Ethernet switch
Install the PoE Ethernet Switch
Installing Wi-Fi access points
Installing electricity meters
Installing charging stations
Install heat and water meters
Install the RFID badge reader
Install the three-phase relay meter
Install the Shelly relay meter
Install the 4-relay I/O module
Verification and tests
Owner
Administrative setup
Getting Started Guide - administrative setup
Form - 1. Contact details
Form - 2. Solutions
Form - 3. Rates
Contract and documents to complete
Owner account
Consumer information flyers
Online access, RFID badge, and charging stations
FAQ and other information
Resident
Account and app
Electricity bill
Electric vehicle charging station
Building laundry room
Electric vehicle (eBike) charging
Platform
Platform access
Terminology
Site
Settings
Creation/editing of a note or issue to be processed
Close an open issue
Site statuses
Add/Modify Building(s)
The steps for setting up a site
Delete/deactivate a site
Add/Edit Equipment
Modify site basic information
Equipment
Add/modify a gateway
Add/modify a router
Add/modify an electricity meter
Bulk meter insertion
Bulk assigning meters to a gateway
Add/modify a distribution zone
Add/modify a charging station
Add/modify a thermal or water meter
Add/edit a DSO meter (FTP transfer)
Remote connection to a Climkit gateway
Administration
Stakeholders
Management conditions
View site management conditions
Activating/deactivating a solution
Operating method configuration
Viewing financial conditions
Creation/editing/adding a financial condition
Cancellation of a financial condition
Accounts
Create a consumer account
Create a contact
View and download invoices for an account
Send platform access to a contact
Add/modify billing address
Link an existing account to a site
Change the matching method
Rates and billing points
Creation/editing of a billing point
Registering a move (transfer)
Assigning an account to a billing point
Add/modify default charge advance payment for a billing point
View consumption site rates
Consumption rate edition
Creation/editing of a consumption rate
Creation/editing of a consumption tariff component
View fixed rates and subscriptions
Customize invoice position labels
View Financial conditions invoiced at billing points
RFID badge
Accounting
Tools
Meter control
Visualization
Expense statements
Introduction to the Expense Statements Tool
Create/modify a cost accounting period
Modify expense statement settings
Add/modify a general expense invoice for an expense statement
Edit collected advance payments for an expense statement
Specifics of heating and hot water production fees
Check and download meter readings for the cost accounting period
Allocate costs and generate expense statements
Exporting individual consumption for the billing period
API
Table of Contents
- How often are residents (consumers) invoiced?
- Who is invoiced for management fees?
- Who handles payment reminders?
- How are invoices transmitted?
- When do I receive my statement for my installation?
- When will the resale of solar energy be credited to me?
- At what rate should I invoice solar energy?
- Who will pay the grid supplier's invoice?
- Where can I view the distributor's invoice?
- How can I track the finances of my installation?
- What are the costs (excl. VAT) that can be invoiced to the owner?
- How do I inform my tenants?
- How to manage tenant changes?
- What can I see as an owner on the Climkit application?
- Who updates the grid rates in the application from year to year?
- How does the Heating option apply to my building?
- Categories
- Owner
- FAQ and other information
- FAQ for owners
FAQ for owners
- How often are residents (consumers) invoiced?
- Who is invoiced for management fees?
- Who handles payment reminders?
- How are invoices transmitted?
- When do I receive my statement for my installation?
- When will the resale of solar energy be credited to me?
- At what rate should I invoice solar energy?
- Who will pay the grid supplier's invoice?
- Where can I view the distributor's invoice?
- How can I track the finances of my installation?
- What are the costs (excl. VAT) that can be invoiced to the owner?
- How do I inform my tenants?
- How to manage tenant changes?
- What can I see as an owner on the Climkit application?
- Who updates the grid rates in the application from year to year?
- How does the Heating option apply to my building?
How often are residents (consumers) invoiced?
Quarterly or monthly (additional cost).
The first invoice might not cover a full quarter. This depends on the installation setup.
Who is invoiced for management fees?
Generally, management fees are invoiced directly to the consumers.
Who handles payment reminders?
When Climkit manages billing and collections, Climkit sends payment reminders up to the third reminder.
The owner is notified starting from the second reminder.
If invoices remain unpaid, the owner takes the necessary action (collection agency, power cutoff, etc.)
How are invoices transmitted?
Invoices are transmitted by postal mail at a cost of CHF 2.- (excl. VAT) per mailing. This cost is invoiced to the consumer.
However, a consumer can receive their invoice free of charge by email or eBill. The procedure is indicated on every invoice sent.
Nevertheless, the first invoice is systematically transmitted by postal mail to confirm the resident's (consumer's) contact details.
When do I receive my statement for my installation?
Climkit statements are sent once a year, usually during April and May.
When will the resale of solar energy be credited to me?
The solar energy invoiced and self-consumed during the year will be credited to the owner upon annual statement generation.
At what rate should I invoice solar energy?
See Billing rates.
Who will pay the grid supplier's invoice?
When Climkit manages consumer billing, the grid supplier's invoice is received and paid directly by Climkit (unless the owner chooses otherwise).
The owner has previously signed a power of attorney so that this invoice is automatically sent to Climkit.
See Administrative setup.
Where can I view the distributor's invoice?
The distributor's invoice is regularly uploaded to the platform and can be viewed under the "Finance" tab in the "Documents" section.
How can I track the finances of my installation?
Under the "Finance" tab of the Climkit platform, it is possible to track the status of consumer invoices as well as the payments of grid supplier invoices.
What are the costs (excl. VAT) that can be invoiced to the owner?
Management fees based on the number of billing points (consumers) and Internet connection fees if provided by Climkit.
See Management fees pricing and the Climkit general terms and conditions attached to the management contract.
How do I inform my tenants?
How to manage tenant changes?
Log in to your account and make the changes yourself. In this case, be careful not to leave any vacant periods.
See Online platform.
What can I see as an owner on the Climkit application?
As an owner, you can get an overview of the installation, its grid production, and its self-consumption.
You can also view the meters assigned to you and, as you are a solar energy reseller, you also have the option to track finances quarter by quarter.
See Online platform.
Who updates the grid rates in the application from year to year?
Climkit updates the rates every year based on changes made by the grid supplier.
The owner is informed and can possibly adjust the photovoltaic electricity rates.
How does the Heating option apply to my building?
The Heating solution allows for the generation of individual building expense statements.