Configure Billing

Requirements

You need a smart-me Professional subscription to be able to create energy bills.

Configure billing step by step

With this step-by-step guide we would like to support you in configuring your billing. Please note that this is only an example to guide you. Depending on the structure of your property, there will be differences to our example.

  1. Install and label the meter

Before you can start with the configuration, all meters must be installed in the relevant account. Once this is done, we recommend that you label the meters to get a better overview. This is done in the settings of the individual meter.

Our recommendation for meter designations:
Medium_Unit_serial number (see example on the right)
In this way, this information is sent directly with reports or alarms in the event of a malfunction.

2. Create folder structure and assign counters

Create a folder for the property (here Sample Street 1) and for all billing units (here Apartment 1, Apartment 2 and General). The folders for the billing units are subordinated to the property folder.

Now drag and drop the meters into the corresponding billing units.

You can read how the folder configuration works here.

Tip: If you have meters in your account that you do not need, you can deactivate them and move them to a separate folder (here Inactive meters). No licences have to be paid for deactivated meters, but you cannot access their readings and new readings are not saved. You can read how to deactivate a meter in our FAQ.

Note: Our billing only works with folder structures that have two levels (1st level: property, 2nd level: billing unit). No subfolders (level 3 folders or higher) are recognised.

3. Create property

Click on Configuration, Create Invoice, Configuration again and then Add Property. Select the property you created in step 2. It will now be displayed together with the billing units on the left side under Properties.

4. Add billing addresses

A billing address must be added to each billing unit that has to be billed. To do this, click on the corresponding billing unit on the left and click on Add under Billing Address. A window opens in which you can enter the data of the invoice recipients.

If no address is entered for a billing unit, no invoice is generated for it. This may be desired in some cases, for example if you want to distribute the general meter to all tenants.
In our example, no addresses are added to the PV and general billing units.

Note: An invoice is generated for each billing address stored in a settlement unit, even if the fields Address and E-mail are empty. If, for example, you enter two tenants in a settlement unit, invoices will be generated for both.

5. Assign meters to the billing units

When creating the property, the meters are automatically added to the billing unit in whose folder they are located. However, it may be desired that a meter is distributed proportionally to other billing units. In our example, the general meter must be divided between the two flats.

Click on the corresponding billing unit and scroll to the Electricity window. The meter of the billing unit is already displayed here (in the example, the meter of Appartment 1) Now click on Add, select the required meter and specify the percentage to be charged to the billing unit.
It is important that the meters are distributed exactly 100 %. For this reason, the general meter in our example is deleted from the billing unit General. Otherwise it would be distributed 200 % (50 % for both tenants and 100 % in the general folder).

The explained procedure works analogously for the other energy types (heat, cold, etc.).

Tip: In most cases, the general meter should be distributed equally among all tenants/billing units. For example, with 3 tenants, this results in a percentage of 33.3333.... %. In such a case, please enter the percentage to three decimal places (i.e. 33.333 % for each of 3 tenants).

6. Configure tariffs

In smart-me billing, you can either work with electricity tariffs or with virtual tariffs. In the following, the electricity tariffs will be discussed further. You can find out more about the configuration of virtual tariffs here.

To access the electricity tariff settings, click on the property on the left and scroll to the green Tariffs Electricity window. Here the two tariffs T1 and T2 are displayed. Select one of the tariffs and click on Edit to make changes to its properties (e.g. name, price, etc.).

In order to be able to work with the electricity tariffs, the tariff signal of the electricity company must be connected to the tariff input of the corresponding meters.

For other energy types (heat, cold water, etc.) there is a standard tariff for which the properties can be adjusted analogously.

7. Configure other costs

Additional cost items can be added in the Others field.

Example: The basic costs for meter rental and services must be charged monthly.

8. Recalculate

If the virtual tariffs are used, click on Recalculate at the end of the configuration (as well as for any later configuration changes). This will recalculate all past values.

Billing tips

Below you will find some tips for configuring your billing:

  • For the solar tariff (virtual tariff), a PV meter must be specified. If you have two (or more) PV meters, you can add them in one virtual meter and then specify this in the solar tariff settings.

  • Create a separate account for each ZEV. This way, any transfers of properties are easier, as meters can only be moved to another account by reinstalling them. Past measurement data is not transferred and remains in the old account.

  • Create an alarm for a connection failure. In this way, you will notice at an early stage if a meter fails and minimise the resulting gap in measurement data. You can see more about this under Alarms.

Billing problems?

If you have problems in billing that our instructions do not help you with, take a look at the article Billing Problems. Here we cover possible problems and error messages and give tips on how to solve them.