Customers who use the ad-hoc invoicing interval now have the option of triggering an invoice creation for charging processes that have not yet been invoiced via the charging process data sheet.
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With the ad-hoc invoicing interval, the invoice is generated immediately after the charging process is completed. If you want to use or test this feature, please contact your ChargePoint Austria Key Account. |
Where in be.ENERGISED can you find this new feature?
You will find a list of all your charging processes under Infrastructure/ Charging processes/ Charging process list. To find charging processes that have not yet been invoiced more easily, please use the filter function.
To filter on non-invoiced charging processes, select the "not invoiced" option in the "Invoice status" field. Since this function is only available for Direct Payment charging processes, you can additionally filter for this type of charging process. To do this, you just need to set the "Direct Payment Process" filter to YES.
To get to the charging process data sheet, click on the data sheet icon of the corresponding charging process. Under "edit" you will then find the item "Trigger billing".
You can then use this to create an invoice for this charging process. As soon as an invoice has been created for a direct payment charging process, this option disappears. To check whether an invoice has already been created for a charging process, go to the "Information on costs" tab in the charging process data sheet. The invoice number is then displayed in the "Related account document" field.
Requirements
The following is a summary of the requirements that must be met for the "Trigger billing" button to be displayed in the charging process data sheet.
- You are using ad-hoc invoicing in your instance.
- The charging process is a direct payment charging process.
- The charging process has not yet been invoiced, or an invoice has not yet been created for it.
Version: 2023-08-03 08:30:18 UTC