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Activate the following permission to allow the user to generate energy invoices
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How to generate the energy invoice reservation
As per the clients feedback and configuration, there are currently a few scenarios that we will support to generate energy invoices in MXTS,
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Start with a mandatory selection of yearround reservations wherefore you want to generate an energy invoice. Mandatory in the selection is the Distribution channel.
Select all or a few yearround reservations if you want to generate the energy invoice for specific yearround reservations and click on the 3 dots on the bottom of your screen to open the reservation batch options and select Generate energy invoices.
In the pop up, select the invoice date and the payment term set you want to use for the energy invoice reservations.
Skip the part related to the Deposit and click on Generate invoices to start the batch update, you can wait or close the pop up and come back later to view the results.
The reservation batch update results and history can be find in the Search reservations menu under the options => Reservation batch history.
The new generated invoice reservation can be found via the Search reservations as well, using the filter Reservation type, select invoice reservation, and are now ready for sending. We also improved on the user interface by only displaying tabs/buttons related to these invoice reservations.
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Settle advance energy cost that is part of the yearround reservation with consumed energy
It is also possible to let the owner pay an advance energy cost upfront to lower the cost for consumed energy at the end of the year. The advance energy cost can be part of the yearround reservation. During generating the energy invoices, it will be possible to settle the advance cost with the advance energy cost that is already paid by the owner via the yearround reservation. The settled advance cost will then be part of the generated invoice for consumed energy.
Start with a mandatory selection of yearround reservations wherefore you want to generate an energy invoice. Mandatory in the selection is the Distribution channel.
Select all or a few yearround reservations if you want to generate the energy invoice for specific yearround reservations and click on the 3 dots on the bottom of your screen to open the reservation batch options and select Generate energy invoices.
In the pop up, select the invoice date and the payment term set you want to use for the energy invoice reservations.
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How to create a new linked invoice reservation, manually
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