Changing invoice periods
In Zero Friction it is possible to adjust the invoicing period, even after the contract has been signed and advances have already been booked. An invoicing period can be made shorter or longer.
Different statuses
An invoice or end note can have different states depending on where it is in the process of it's creation.
Waiting
Here the end date of the invoice period is not yet in the past. This can happen if you want to bill an invoice in advance of the invoicing period.
Gathering input
This state means that the system is busy to collect data (measurements, tariffs and other paramaters). This is a temporary state.
Input missing
This state means that Zero Friction cannot create the invoice as some input is missing. This can be missing tariffs or
measurements or no VAT data available for the whole invoicing period. Zero Friction gives an indication what type of data is missing in the info screen in billing insights (general or on individual item level).
Pending calculation
This is a temporary state and means that Zero Friction is busy collecting the consumptions for that contract.
Calculating
This is a temporary state and means that Zero Friction is busy with calculating the invoice using the tariffs and consumptions.
Waiting for approval
The invoice or end note has been made and is ready for approval. In this state the user can see the 'draft' of the invoice as a preview in order to check if everything is correct. It is still possible to delete the created invoice and adjust some data and then recreate it again, without impacting the customer's balance.
Closed
This means the invoice has been created and approved.
Previous not closed
When an invoice from the previous billing period has not been made and approved, Zero Friction will indicate for the current period that the previous invoice was not yet closed. It is not possible to create the invoice of this period as long as the previous period has not yet been invoiced. Once you create and approve the previous invoice, this state in the billing process will disappear and the new invoice can be created. Important to mention here is while the previous invoice has not yet been made, Zero Friction will still continue to automatically create advances for the coming months. Advance creation won't stop because of a not closed invoice from the past.
Manually corrected
This means an invoice has been corrected (credited) and the system is not automatically creating a new invoice. This status occurs when manual changes have been made to an invoice period, such as:
Creating and approving a credit note
Deleting a credit note after it has been created
Making other manual adjustments to the invoice period In this state, it is the user's responsibility to manually trigger the invoice creation or close the period. No more advances will be created automatically, as long as the billing period remains in this state. To close a billing period with "Manually corrected" status:
Navigate to the relevant billing period in Zero Friction
Use the "Close period" function to manually close the billing period This manual closing is necessary because automatic closure is no longer possible after manual modifications have been made. The status is designed to give users ample time to correct data before proceeding.
Manually closed
This state means the user has decided not to invoice this billing period. No invoice will be created and as such Zero Friction will skip this period entirely.
Deviating windows
For calculating an invoice (or end note), measurements from the start and end-date of the invoicing period are needed in order to be able to calculate the consumptions on a serviced location. In Zero Friction, there is a deviation window allowed of 5 days before and 5 days after the actual date. Sometimes we don't have the measurements for the exact date and the system will automatically look in the 5 days time window to find the closest measurement available.
The 5 days window is not allowed for end notes as we want to use the exact measurement of the date of ending. Also the first day of the contract should be available.
Another exception is when you are creating an invoice within 5 days of the enddate of the invoicing period. As we want to give the system enough time to receive the metering data, we are not allowing a deviation in this short period. Sometimes meters are sending measurement data a couple of days later and we will receive the data within the 5 day margin.
Advance period determination during move-in
When a contract is made during the move-in proces, the user has to determine the advance amount and on which frequency the advances will be send out. Possible options are monthly, quarterly, half-yearly or none (no advances).
Input missing
When data is missing for the creation of an invoice, Zero Friction gives an indication of what type of data is missing.
Unknown
Missing advances
This means we are waiting for external advance data that is uploaded in Zero Friction that is not generated by our system but by an external party.
Missing receiving periods
This means that Zero Friction hasn't found any channels on the meter that match the unit of measurement, the metering type or the utility type. Basically you have to check if the configuration of the meter is in accordance to the billing items on the product for that contract and reconfigure the meter.
Missing tariffs
This means that tariffs are not available for this invoicing period. Check the product of the contract and add the missing tariffs on the billing items of that product.
Invoice creation failed
This means there has been a technical problem in Zero Friction and the user has to contact support in order to solve this issue.
Invoice line calculation failed
This means there has been a technical problem and the user has to contact support in order to solve this issue.
First measurement on wrong date
This means that there is no measurement available on the start date of the contract but there is a measurement available on another date. There is no deviation window allowed for the start date of a contract. The user has to add the missing measurement data in order to be able to create the invoice.
No measurements on start date
This means that there are no measurements available on the start date of the contract. The user has to add them manually in order to be able to create the invoice. There is no deviation window allowed on the start date of a contract.
No measurements on end date
This means that there are no measurements available on the end date. As such the invoice cannot be created. The user has to add the measurements for the end date in order to be able to create the invoice.
No measurements found
This means that there are no measurements available for calculating the invoice. The user has to add the measurements for the start and end date of the invoicing period.
Last measurement on wrong date
This means that there is no measurement available for the end date of the invoicing period. The user has to add the required measurement in order to be able to create the invoice.
Measurements not within deviation window
This means that there are no measurements available in the deviation window around the dates required for the invoice. If no measurements are found in that time interval, new measurements have to be added for the dates in order to be able to create the invoice.
Supported frequencies
The invoice frequency is determined when creating a contract. Zero friction supports the following frequencies: monthly, quarterly, half-yearly and yearly. The system will automatically trigger the invoice creation process on these time intervals.
Relevant configuration
Products
Billing items
Tariffs
Consumption units
