🚀 Skip advance payment periods
🚀 Set advance payment dates
🚀 Clearer advance payment management in the customer portal
🚀 Manage users and roles

Close or skip advance payment periods

You can now easily close an advance payment period so that no advance invoice is generated for it.
Useful for:

Late settlements
New locations where you start advance payments later
Paused contracts

How to close or skip a period:
Individually:

Go to the contract → Billing insights
Hover over the desired period
Click Skip advance payment period

In bulk:

Go to Dashboard → Unbilled
Select multiple periods
Choose Skip period in the action bar under Advance Payments

What happens after skipping?

The period gets the status Skipped (grey)
No invoice, draft, or transaction is created
The red “Missing” badge disappears

➡️ Note: This option is unavailable if an invoice already exists or if the billing period is closed. Closed periods cannot be reopened.

Set advance payment dates

During a move-in (move-in requests and manual move-ins), you can now set a different start date for the first advance payment period than the contract signing date in Zero Friction.
This determines when advance payment periods begin and how the following periods align with the set payment frequency.

When to use this?

Historical move-ins: Previously, Zero Friction created advances only from the contract signing date. This meant you had to later increase the advance amount to cover earlier unpaid periods. Now you can invoice the communicated amount from the start — including for past periods.
Future advance start date: You can intentionally start advance periods later, for example if you only want to charge the first period in the future.

How to set it:

You’ll find this function at the bottom of move-in requests or manual move-ins.
Fill in the field Custom start date first advance.
This field only appears when Advance frequency ≠ None.

If you leave the field empty, the default logic applies and Zero Friction will create advances from the contract signing date.

Clearer advance payment management in the customer portal

This is part of the CCO (Consumption Cost Overview) update. You must have the option Visualise consumption cost charts and estimates enabled.

In the consumption overview, customers can now see:

Their current advance amount
A suggested new advance amount

From there, they can go to the detail page to adjust their advance. This page now includes:

Clearer breakdown of advance invoices: what has been paid and what is still open
Year-end settlement insight: an estimate of how much they will need to pay or receive at year-end
Sweet spot marker in the slider: a visual indicator of the advance amount closest to a zero balance

These improvements give customers better control over their energy costs and help them choose the most suitable advance amount.

Manage users and roles

You can now manage users and roles at the tenant level. This overview shows which users have access and to which organisations.

Managing users

If you are an Admin (highest rights), you can add users at the tenant level and decide what access rights or roles they have. If you have multiple organisations, you can choose which organisations they can access and assign different roles per organisation.

You can choose from:

Admin (highest access)
User (access to everything except configuration, cannot manage users)
Read only (access to everything, but cannot make changes)
NEW: A custom-made role

At tenant level, click the Users tab to see an overview of all users, the organisations they can access, and their role.
Use the Add user button to create new users.