Settling meter readings with owners
Use meter readings to charge owners for used utilities. These can be settled against a utility advance.
Before you start: the object has readings on at least two dates.
Read more: Setting up the meter readings module
Settle one object
Open the object.
In the Meter readings card, click … (More), then Invoices.
Under Offset the difference in meter readings, choose the Initial meter reading and the Final meter reading.
Click Offset the difference in meter readings.
The invoice is created as a concept, for the owner whose agreement is active on the end date. Check it, then send it from the concept invoices.
Settle many objects at once
Go to Owners > Expected meter reading settlements. The list shows, per object, from when consumption still has to be settled.
Optional: change the reference date to look ahead, or filter by last reading date or labels.
Select the objects, or select all with the top checkbox.
Click Create settlements.
Utility advances
If the owner pays a monthly utility advance, the settlement credits the sent advance lines for that period automatically.
Read more: Invoicing owners for a utility advance
Good to know
Why is an owner's meter reading invoice marked as no longer up-to-date? Meter readings, prices or advances changed after the invoice was created. Create a new settlement for that period.
Why can't I create a meter reading settlement for an object? The meter was reset during the period. Create the invoice for that period by hand.
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