How are Credit Notes for Sub CPOs Created?

In be.ENERGISED there is the option to send an automated credit note to your sub-CPOs at the end of the month. If you have activated this feature, a credit note is automatically generated at the end of the month to all of the Sub-CPOs in your system. The information is based on the purchase prices of the charging processes where the Sub-CPOs are configured as charging station operators in your system.

The following section explains the settings and configurations required to process the billing process. Please go to: Finances/Tariff Management/Credit to Sub-CPOs

SETTINGS FOR AUTOMATED INVOICE PROCESSING

Here you can activate or deactivate the automated billing and the sending of e-mails service.

To activate the automated crediting of Sub-CPOs, click on the red "inactive" button.

Next, fill in all menu items so that the invoice layout meets your requirements and prefrences.

TAX AND PAYMENT CONDTIONS SETTINGS

In this window you can apply the following settings (see screen shot below):

CREDIT NOTE CONFIGURATION

Select a number range for your credit notes. This can be configured under Finance/Settings. Here you will find multiple invoice number ranges to choose from.

TAX CONFIGURATION

Select the tax rate to be applied to the credit note. You can choose the tax rate according to the tax rates you have previously configured. Under Finance/Settings, you can create and edit the tax rates. For detailed instructions, see the article, Configuring Accounts and Tax Rates.

DISCOUNT ON COMMUNITY CHARGING PROCESSES

Here you can enter a customized discount as a percentage, on COMMUNITY loading processes. This discount is automatically updated and made available on the credit notes.

REVENUE ACCOUNT

Please insert the appropriate accounting information here for your credit notes. Your accounting department likely has all of the information that you need for this.

START DATE FOR CREDITING

The start date for credit notes to be created on is set here.