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Generate an energy invoice reservation to charge consumed energy only
AvailableSettle advance energy cost that is part of the yearround reservation. The advance energy cost will be part of the owner yearround reservation and paid by the owner based on the payment terms present in the yearround reservation. At the end of the year, generate the energy invoice reservation for used energy and settle the advance energy costs that is present and paid upfront via the owner yearround/seasonal reservation.
AvailableGenerate the first energy invoice reservation, for example in the first month of the year, having the advanced energy cost only. Generate a 2nd energy invoice reservation at the end of the year to charge used energy and the option to settle with the advance paid cost of the first energy invoice reservation.
Development in progressCreate a task in the Notification manager to automate the sending of communication related to these invoice reservations.
Development in progress
Generate an energy invoice reservation to charge consumed energy only
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The first 3 steps are similar to the first scenario, follow those steps.
To settle the advance energy cost, activate the setting Settle “Settle the invoice with your depositdeposit”, that will add the specific settle add-on to the new generated energy invoice reservation, along with the consumed energy.
Next points are also similar to the first scenario, follow those steps.
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How to create a new linked invoice reservation, manually
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Open the yearround reservation wherefore you want to create a linked invoice reservation.
Go to tab linked reservations
Find the new button allowing you to start a new linked invoice reservation
Select the invoice dat and payment term set
Some important details are copied from the yearround reservation as DC/RC and customer details
Follow the flow to create the invoice reservation by adding applicable add-ons to the reservation and update the status
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