Virtual assistant
Installer
Planning
Installer Getting Started Guide (Read First)
Overall site planning
Site implementation process
Planning the Climkit Gateway connection and network connectivity
Planning electricity management
Planning electric vehicle charging station management
Planning the management of heating, water, and ancillary costs
Planning collective laundry management
Planning eMobility Charging Management
General Terms and Conditions of Sale
Platform Configuration
Request for an installer account
Creating a new site
Add the router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Recording 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
Installing the PoE switch
Installing Wi-Fi access points
Install the electricity meters
Installing charging stations
Installing 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 testing
Owner
Administrative setup
Getting Started Guide - administrative setup
Form - 1. Contact details
Form - 2. Solutions
Form - 3. Rates
Contract and documents to be completed
Account online for owners
Consumer information flyers
Online access, RFID badge and charging stations
FAQ and other information
Resident
Platform Components
Platform Access
Terminology
Site
Settings
Creating/editing a note or a to-do item
Closing an issue to be processed
Site status
Add/Modify building(s)
Site setup steps
Delete/deactivate a site
Add/Edit Equipment(s)
Edit site basic information
Equipment
Add/edit a gateway
Add/modify a router
Add/modify an electricity meter
Mass meter insertion
Bulk assigning meters to a Gateway
Add/modify a distribution zone
Add/edit a charging station
Add/modify a thermal or water meter
Add/edit a GRD Meter (FTP transfer)
Remote connection to a Climkit gateway
Administration
Stakeholders
Financial conditions
Viewing site management conditions
Activating/deactivating a solution
Operating method configuration
Viewing financial conditions
Creation/edition/addition of a financial condition
Deletion 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/edit billing address
Link an existing account to a site
Changing the correspondence method
Billing and prices
Creation/editing of a billing point
Registering a move (transfer)
Assigning an account to a billing point
Add/modify default charge advance payment of a billing point
See site consumption rates
Consumption rate editing
Creation/editing of a consumption rate
Creation/editing of a Tariff component
See fixed rates and subscriptions
Customizing invoice position labels/titles
See the Financial conditions invoiced to the billing points
RFID badge
Accounting
Tools
Meter control
Visualization
Expense breakdowns
Introduction to the Expense Statement Tool
Create/edit an accounting period
Modify expense statement settings
Add/modify an overhead cost invoice in an expense statement
Edit collected advance payments on an expense statement
Specifics of heating and hot water costs
Check and download meter readings for the statement period
Distribute costs and generate expense statements
Exporting individual consumption data for the billing period
API
- Categories
- Platform Components
- Site
- Administration
- Billing and prices
- Customizing invoice position labels/titles
Customizing invoice position labels/titles
Updated
by Nicolas Vodoz
- Open the site > Administration > Billing points > Billing rate.
- Open the relevant rate > Other customized components.
- Locate the title for which the displayed title on the invoice must be modified and click on the wrench icon to edit it.
- Click on the downward chevron to display all fields and fill in the Customized title field.
