Virtual assistant
Installer
Getting started guide
Solutions and documentation structure
Equipment ordering and commissioning
General sales conditions and warranty
Wiring diagrams
Gateway and communication
Community - Metering - RCP
Heating - Heating and water metering
Mobility - EV charging stations
EBike - Recharge Electric Vehicles
Washaccess - Collective laundry manager
Self-consumption optimization
Building energy monitoring
Equipment and installation
Charging station and Relay infrastructure
Metering infrastructure
Communication infrastructure
Climkit Gateway
4G Router
LAN Router
RS485-Ethernet Converter
Ethernet DIN POE Switch
WiFi Network
MBus-RS485 Converter
Storage system (battery)
Configuration and commissioning
Commissioning
Quick start guide to commissioning
Add a router to a site
Add a Climkit Gateway to a site
Electricity meter configuration
Charging station configuration
Configuring heating and water meters (MBus)
Shelly Relay Meters Installation
Optimization via relay and EV charging stations
Meter connection check
Advanced configuration
Gateway Configuration
RFID reader and relay meter configuration
IP network configuration and routers
RS485-Ethernet TCP/IP Converters
Configuring Teltonika RUT241
Display screen configuration
Modbus Meter Configuration
Metering data processing
Manually read meter
Inepro PRO380 Meters and Miscellaneous
ABB Terra AC Charging Station Configuration
Wallbox Configuration
Firewall rules for Climkit Gateway
Schneider EVlink Pro AC Charging Station Configuration
Zaptec station configuration
Owner
Administrative setup
Quick start guide - administrative setup
Form - 1. Contact Information
Form - 2. Solutions
Form - 3. Rates
Contract and documents to complete
Account online for owners
Consumer Information Flyers
Online access, RFID badge and charging stations
FAQ and other information
Resident
Platform
Platform Access
Terminologie
Site
Settings
Creating/editing a note or a to-do item
Closing an issue to be processed
Site status
Add/Modify building(s)
Setup phase steps
Delete/deactivate a site
Add/Edit Equipment
Modify basic site 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/edit 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
Viewing site management conditions
Activating/deactivating a solution
Operating method configuration
Viewing Financial Conditions
Creation/editing/adding 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/modify billing address
Link an existing account to a site
Changing the correspondence method
Rates and billing points
Creation/editing of a billing point
Registering a move (transfer)
Assigning an account to a billing point
Add/modify the default charge advance payment of a billing point
View site consumption rates
Consumption rate editing
Creation/editing of a consumption rate
Creating/editing a Tariff component
View fixed rates and subscriptions
Customize Invoice Line Item Labels
View Financial conditions billed at the billing points
RFID badge
Accounting
Tools
Meter control
Visualization
Expense statements
Introduction to the Expense Statement Tool
Create/edit an accounting period
Modify expense statement settings
Add/modify a general expenses invoice of an expense statement
Edit collected advance payments of an expense statement
Specifics of heating and hot water production costs
Check and download meter readings for the cost accounting period
Allocate expenses and generate expense statements
Exporting individual consumption data for the billing statement period
API
- Categories
- Platform
- Site
- Tools
- Expense statements
- Allocate expenses and generate expense statements
Allocate expenses and generate expense statements
Updated
by Nicolas Vodoz
- Open the site > Tools > Expense statement: select the desired statement by clicking on its title.
- Open the Distribution and statements tab.
- Select action 1. Calculate individual statements and click on confirm. After a few minutes, the expenses are distributed. Check the detail by clicking on the pencil icon on the far right of the table for each billing point.
- Select action 2. Generate all PDF statements. After a few minutes, the PDFs can be downloaded by clicking on the cloud icon under File in the table.
- Select action 3. Download all statements > Click on Confirm to download all statements at once.
