Invoicing consumption
Put a customer's outstanding water, gas or electricity consumption on an invoice, or let Tillor do it automatically.
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A customer's consumption is ready to be invoiced as soon as there is a consumption period with consumption. You put it on an invoice with one button, or you let Tillor invoice automatically on a fixed day. How a period starts and closes is explained in Consumption batches.
Before you start:
- The customer has or had an occupation on a terrain with meters. Without an occupation there is no consumption to invoice, see Linking a meter to a customer.
- There is outstanding consumption. If you see No meters with outstanding consumption found., there is nothing to invoice.
Invoicing consumption
Open the customer
Go to CustomersOverview, open the customer and look at the Readings card. It shows the outstanding periods per meter.
Click Invoice consumption
For each period, Tillor puts a main line with the amount on an invoice, with an info line below it showing the dates and meter readings. If there is already a suitable draft invoice, Tillor adds the lines to it.
Choose which meters and which invoice yourself
Open the arrow next to the button and choose Add with selection.... In Advanced Invoicing you choose an existing draft invoice under Invoice (optional), or leave it empty for a new invoice. Under Select meters you tick which meters to include.
Invoicing automatically
If automatic billing of utilities is switched on for a customer, Tillor creates the invoice itself on the chosen day and sends it. You set this on the customer profile.
Two rules determine whether that invoice is actually created:
- Minimum amount. If the outstanding amount is below it, Tillor waits until a later invoice day. The minimum for all customers is under Settings > Invoicing as Minimum amount for automatic utility invoices. On the customer profile you can set your own Minimum amount in the invoice settings, which takes precedence for that customer. If you leave both empty, every amount is invoiced.
- Consumption well above the usual. If the outstanding electricity or water consumption is at least double what the customer usually uses, Tillor does not create the invoice. You get an email at your organisation's support address and the invoice is held back until someone has checked it.
Tillor compares each type with itself: electricity with earlier electricity, water with earlier water. The usual consumption is the median of the latest invoices of that type. There is no fixed limit in m³ or kWh. If the customer has no earlier invoice for that type yet, the invoice is sent automatically.
If the meter reading turns out to be correct after checking, you invoice the consumption yourself via the customer profile or via Customers > Outstanding Consumption. Set the Automatic billing filter to Has date there to see the customers that were held back.
What happens next?
- The periods go from outstanding to settled. If the occupation is still active, Tillor immediately opens a new period from the end reading, so there is no gap.
- The lines are on a draft invoice. Book and send it like any other invoice, see Invoices.
- If you delete the draft invoice again, the consumption becomes available again. See Deleting an invoice.