What is different data input required to start billing?

The billing process varies from client to client. Below data is generally required so the bills can be generated. You can ignore the details which are not applicable to you, like DG Load, Grid Load is required only if you are doing electricity Billing.

1. Site Details: Site for which you want to start operations. The details include below:
   • Site / Project Name
   • Primary Email – Site Email
   • Admin – Contact Details ( Mobile No., Email ) To be used to create Admin of the Site
   • Logo Image of the Site  [ Optional]
2. Unit Details: The unit is against which bills are being generated. You can provide details in any excel of your format, While importing you can map your fields with the System fields. Below are fields that should be part of the data depending on your billing requirement. Refer Site-Data Format under templates below.
   • Unit No
   • Owner Name
   • Size in square feet
   • Grid Demand Load [Optional]
   • DG Demand Load [Optional]
   • Maintenance Start Date/Bill Start Date
3. Bill Plan Details: The details for all applicable Bill Plans
   • Bill Plan Name
   • Opening Balance for each plan against each Unit.
   • Tariff Details for each Tariff including
     • Tariff Name
     • Rate
     • Calculation Base – Area, Fixed, etc.
   • Delayed Payment Charge for the Bill Plan
4. Bill Format: The bill formats of your choice. For examples refer to:  What are different bill formats?
5. Meter Reading: Previous and current meter Reading (specified only Grid and DG or multiple meters like AHU etc.) .
6. Different Import Formats Templates  Examples are as below:

• Opening-Balance
• reading_template : 
• Tariff Template
• SiteFormat:    This is an example.