FlexView Manager - Billing Plan

• Skip Ahead to
• Getting Started
• Create a New Billing Plan
• Check your newly created plan
• Edit your plan
• How to schedule billing plan update
• How to Edit, Duplicate, and Archive the Plan
• How to cancel the schedule
• How to switch the plans

Getting Started:-

1. Login to your account using Url (https://flexview.shyftpower.com/) and your login credentials.
2. Once you are logged in click on the third option ‘Tariffs & Billing’ on the left side panel.
   
   
3. Click on the ‘Meters’ to check the status of the account.
   
4. You can also view details of an account from the ‘Billing Plans’ tab.
5. Clicking on the ‘View details’ icon available in the ‘Actions’ column.
   
   
   

Create a New Billing Plan:-

1. To create a new billing plan click on the ‘+ Billing Plan’ button available on the top left.
   
   
2. Set up your billing plan.
   • Select the payment structure.
   • Choose your country from the dropdown.
   • Enter the plan name.
   • Click on the Continue to Tariff Terms button.
     
     
     

1. Fill in your Tariff Terms details. 
   • Select the tariff structure from the Dropdown menu (Standard or Source-of-Use). If your selection of tariff structure is:
     • Standard, you will proceed to enter your tariff rate. 
     • Source-of-Use, you will be required to select an applicable Source-of-Use template (which is a template of the different sources to be metered).
     • 
   • Fill in tariff rates. For the Standard structure, only a single rate can be entered. For Source-of-Use, enter the rates applicable to each source depending on the number of sources as shown below.
   • Fill in the minimum account balance.
   • Click on the Continue to Fees button available at the bottom.
     

1. Now set up the Fees step.
   • If you want to add fees to the billing plan, then click on the Dropdown and select "Yes", otherwise leave it to "No".
   • Fee options include Single Fixed Fees applied across meters and Expenses to be shared by meters according to the total energy consumed by the meters. Select the applicable fee.
   • Then enter your fee name.
   • Enter your fee amount.
   • Set up the fee frequency (this applies only to the Single Fixed Fee option). You can set it up as one-time, weekly, monthly, quarterly, or yearly.
     • For the Expense Share fee, enter the period for which the energy consumption for the expense to be shared will be weighted. You also have the option of uploading an attachment of the bill to be shared for transparency.
   • Set up the fee cycle date.
   • At last, fill in the due date. You will see the example in the box.
   • Please note that the fee charge date should be the same day or after the scheduled billing plan start date. Fees would only reflect on the meters on the scheduled charge date following the billing plan activation.
   • Now you can either Save and Continue to Disconnect Settings or you can Save this one and add another fee.
   • You can see both buttons at the bottom of the screen.
     
     
     
   • On clicking the ‘Save and Create another fee’ button, the currently defined fee will be added to a list on the top and you will get the empty form again to add another fee.
   • The defined fee will be added to the list every time you click on the ‘Save and Create another fee’ button.
   • Clicking on the “Save and Continue to Disconnect Settings” button will also save the currently defined fees and add them to the list and it will redirect to the Disconnect Settings step.

You can also delete the added Fees by clicking on the cross icon available on the ‘Action’ column in the Fees list. It will prompt with a confirmation dialog and clicking on the OK button will confirm the fee deletion. 

1. Now set up the Disconnect Settings. This feature allows the automatic disconnection of power when certain conditions are not met. First Switch the “Enable Auto Disconnect” toggle button to the Enabled state. Then set up the Auto-Disconnect conditions and click on the Next button.
   
    It is important to note that to set the auto-disconnect conditions, you have to check the boxes that apply.

•   Click on the insufficient credit checkbox to enable auto-disconnect when meters have insufficient credit (below the minimum balance threshold previously set up in the billing plan)
•   Click on the Outstanding fees checkbox to enable auto-disconnect for when meters have outstanding fees beyond the due date set in the billing plan.

1. Now at the end, check the summary of the plan, and if everything is correct click on the ‘Save Billing Plan’ button or click on the ‘Save and Apply to Meters’ to save and apply directly.
   

Save and apply to meters:

If you choose the save and apply to the meters options:

- select the meters that you want the billing plan to be applied.

- Choose the select update option at the  bottom left of the page

- Select a date when the update/billing plan should take effect on the selected meters

Check your newly created plan:-

1. You can see your newly created plan.
2. Click on the ‘View details’.
   
   

Edit your plan:-

1. Click on the Edit Plan button to edit your plan.
   
   
   
2. After editing click on the Save and Apply to Meters button.
3. Your Plan is applied to the meter and you can check it in ‘Meters’.
   

How to schedule billing plan update

 

How to schedule billing plan updates:-

1. Select some meters.
2. Click on the ‘Schedule Update’ button at the bottom of the screen.
   Note:- You cannot select meters that already have updates scheduled.
   
   
3. Schedule your update and click on the ‘Schedule Update’ button.
4. You can see on the meters list that all the selected meters are Scheduled on the mentioned date.

 

How to Edit, Duplicate, and Archive the Plan:-

1. Now there are some more actions you can perform on the Plan.
2. You can Edit, Duplicate or Archive the plan.
   
   

How to cancel the schedule:-

1. To cancel the schedule, click on the ‘View details’ on Meters.
   
   
2. Click on the ‘Cancel Schedule’ and choose Yes.

How to switch the plans:-

1. Now to switch the plans click on the Meter that has no Updates scheduled.
2. Then click on the ‘Switch Plan’ button.
   
   
3. Select the billing plan and Schedule update.
4. Click on the ‘Schedule Update’ button.
   
   

You can check on the Meters that your new plan has been scheduled to be updated.

 Important Notes:-

When configuring a billing plan, it's crucial to consider the following guidelines:

1) New billing plans are applied to the selected meters at midnight. There is a minimum of 24 hours grace period (from next midnight) in place for billing plans to be scheduled for being applied.

2) Fees are charged based on active billing plans at 4 pm on the day they are configured to go live (i.e the  set “charge date”)

Example 1: There is a monthly fee on billing plan A with a charge day as the 5th of the month, and there is a new billing plan, B, that is scheduled to be applied on the 6th with a monthly fee with a charge day as the 5th of the month.

• • on the 5th of the current month: 
    • the fee on billing plan A gets charged because A is active and the fee charge date is the 5th of the month.
    • the fee on billing plan B does not get charged, because B is not active yet

• • on the 6th of the current month
    • billing plan B gets activated
    • the fee on billing plan B will not get charged yet, because the fee charge date is the 5th and we are on the 6th
  • on the 5th of the next month:
    •  the fee on B will be charged, assuming that B is still active on that day

Example 2: There is a monthly fee on billing plan A with a charge day as the 6th of the month and there is a new billing plan, B, that is scheduled to be applied on the 6th with a monthly fee with a charge day as the 6th of the month.

• • on the 5th of the month;
    • no fee will be charged, because on the active billing plan, A there is no fee configured to be charged on the 5th
  • on the 6th of the month
    • billing plan B gets activated.
    • the fee on billing plan B gets charged because B is active and the fee charge date is the 6th of the month.
    • the fee on billing plan A does not get charged because A is not active anymore.

Setting Up a Standard Billing Plan

Setting up a Source of Use Billing Plan

Expense/Bill Share with SHYFT Flexview