Invoice reservations

The purpose of this article is to explain how the user can create invoice reservations in MXTS.

There are currently 2 flows of creating invoice reservations:

1. Generate energy invoices => This flow allows the user to generate energy invoices for a selection of owner yearround reservations, using the reservation batch update in Search reservations.

2. Create a linked invoice reservation to an owner yearround reservation. This flow allows the user to create an invoice reservation, for example related to owner services, from and linked to the yearround reservation, using the new option on the linked reservation tab.

Permission

1. Activate the following permission to allow the user to generate energy invoices

How to generate the energy invoice

As per the clients feedback and configuration, there are currently a few scenario’s that we will support to generate energy invoices in MXTS:

1. Generate the energy invoice reservation to charge used energy Available

2. 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. Available

3. Generate 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.

4. Generate the first energy invoice reservation, for example in the first month of the year, having the advanced energy cost only. Update energy values on the units multiple times per year and create a 2nd energy invoice at the end of the year to charge the used energy and to settle the paid advance cost from the first energy invoice reservation.

1. Start with a mandatory selection of yearround reservations wherefore you want to generate an energy invoice.

2. Select all or a few yearround reservations if you want to generate the energy invoice for specific yearround reservations

3. Select Generate energy invoices on the reservation batch update options

How to create a new linked invoice reservation, manually

1. Open the yearround reservation wherefore you want to create a linked invoice reservation.

2. Go to tab linked reservations

3. Find the new button allowing you to start a new linked invoice reservation

4. Follow the flow to create the invoice reservation