Monthly billing workflow

After the billing is set up and the automatic invoice generation is enabled by the ZEMTU support team, an invoice run will be created at the beginning of the month.

For each invoicing party a separate invoice run will be created. Each invoice run consists of multiple invoices.

Invoice run

An automatically generated invoice run can be regenerated multiple times. This is helpful when you forgot to add all payment adoptions, package payments, tariffs etc.

Workflow states of invoice runs:

• Generated

• Credit items generated

In the workflow state "Generated" you can change / adapt individual invoices of invoice runs. In the next step you can generate reimbursements: on the basis of the invoice run’s invoices, credit items are generated. With these credit items the beneficiaries of vehicles not owned by the organization receive their share. This share is defined by the deduction rate that is set in the billing cluster.

Reservation invoice items are not regenerated automatically. Reopen and close the reservation to recalculate its price.

Synchronize invoices with invoicing software

In the admin interface of invoices filter by the current invoice run.

1. Select all invoices and call the action "Generate draft invoices for selected invoices". This will create draft invoices in the organization’s invoicing software account. Now you have the option to check one draft invoice.

2. Select all invoices and call the action "Book and send draft invoices for selected invoices". This will finalize the draft invoices and send them to the users.

Hint: invoices will be automatically charged after booking and sending the draft invoice when the customer has a Stripe payment method.

Export invoice run data

In the admin interface of invoice runs select the desired current invoice run. Call the action "Create exports for selected invoice runs" which compiles CSV files with all invoice run data. The compressed file then is available on the Zemtu cloud.