Manage an individual Tax Refund subscription

This guide is dedicated to managing an individual Tax Refund Subscription.

Please note that Tax Refund Subscriptions can only be viewed and managed by Operator users with Admin or Managed user permissions.

Apply and approve a tax refund subscription

When you apply the charge based plan, we strongly recommend to use Monta Hub. Please note that you do not have to set a baseline with the charge based tax refund logic.

1. Open the charge point in Monta Hub
2. Go to open the menu and select Apply Subscription
3. Select the charge based tax refund subscription plan and click Apply
4. Click on the pending subscription to open it
5. Click on Approve
6. Select a first purchase date and select Approve Subscription

Open a Tax refund Subscription

You are able to open and view a tax refund subscription, directly from the Charge points menu.

1. Find the charge point and hover over the Charge point tab on the right
2. Click on the card to open the subscription
3. Overview - all about the price and purchases of the customer
4. Tax refunds - all tax refunds that the customer has received
5. Details - the available details if the owner Team

See the tax refunds the customer has received

You can see the tax refund issued to the user in the Tax refund tab of the individual subscription.

Manually pay out tax refund

If your customer is missing tax refund, you can manually issue them tax refund.

1. Open the subscription in Monta Hub
2. Go to the Tax refund tab and click on Make a refund
3. Input the amount of kWhs you want to refund
4. Make a note why you are manually refunding the customer
5. Make sure the calculation is correct and Approve

Compare issued tax refunds to performed charges

In the Monta Hub, you can compare the tax refunds you have issued out to the charges, performed on the charge point. Please note that you need to be the Operator of the charge point, in order to see the charges table.

1. Open the Tax refund tab of the subscription
2. From the Tax refunds table you can see the id number of the charge
3. In the Charges table you can find the charge
4. Click on the charge to see the Charge summary page

Edit an individual subscription

You are able to edit the individual subscription.

1. Open the subscription in Monta Hub
2. Click on Quick actions and select Edit subscription
3. Make an edit
   • Purchase date and/ or applied discounts
   • Additional fees
   • Tax refund payout per kWh
4. Remember to click on Save changes

Cancel a subscription

Here is how you can cancel a single subscription in Monta Hub.

1. Open the subscription in Monta Hub
2. Click on Quick actions and select Cancel a subscription
3. Select when you can the subscription to be canceled
   • End after current billing period means that the customer will continue receiving tax refunds until the stated date
   • Immediately end the subscription means that the customer will stop receiving tax refunds when you confirm the cancelation
4. Click on Confirm cancelation

Refund a subscription purchase

1. Open the Tax refund plan and go to the Transactions tab
2. Find the subscription purchase and click on the menu to select Refund transaction
3. Select what % you want to refund of the transaction and add a note
4. Click on Refund
   • The funds will be transferred from your Operator Wallet back to client's Wallet
   • You will be able to see the refund in your Operator transactions