Access the plan
- Open the left-side menu and select Subscriptions
- Click to open the plan
- Summary tab
- General information - tax refund settings, pricing, historical changes, overview
- Edit button, where you can update the plan
- Transactions tab - see and export all transactions related to this plan
- Subscriptions tab - access and/ or export all your subscriptions, related to the plan
Manage and export Transactions
View plan transactions
- Click on Transactions
- Click on the transaction to view and open it
- You can see details, such as the type of transaction, date, VAT rate, etc.
- Click on Download receipt to get the receipt
- Here are the type of transactions you can see and the available actions
| Transaction name | Description | From | To | Available actions |
| Subscription | Monthly payment for the subscription | Customer - Team Wallet, where charge point is located | Operator Wallet. | Download receipt Refund purchase |
| Commission | % applied on subscription | Operator Wallet | Monta | Download receipt |
| Tax refund | Charged kWh X payout per kWh = tax refund payed out | Operator Wallet | Customer - Team Wallet, where charge point is located | Download receipt Refund the tax refund |
Export plan transactions
You can export transactions related to the plan and receive a detailed CSV file.
- Click on Transactions
- Filter the transactions for a specific period of time
- Click on Export to receive a CSV file on your email
Export plan Subscriptions
You can export all your subscribers, which will give you all subscriptions, their state (active, cancelled, etc.), the customer information (phone number, email) and type of charge point.
- Click on Subscriptions
- Click on Export
- A CSV file is sent to your email.
| Type of information | Fields |
| Subscription details | - Subscription id - State of subscription - Next purchase date - Active at - When the subscription was activated - Total amount - What the customer pays with applied discounts - Discount - the applied discount on the individual subscription - Purchases - Number of subscription purchases |
| Customer details | - For - customer name - Email - the email of the Team (where the charge point belongs) - Team Owner Name - Team Owner Email - Team Owner Phone |
| Charge point details | - Charge point model - Charge point brand - Charge point address |
Edit and update the plan
You are able to edit the Tax Refund Subscription plan as you go. Please note that:
- All plan updates will be sent for approval from a Monta Customer Success Manager
- If you want to apply the plan changes to all subscribers, you must select that in the edit tool.
- If you have name a suggestion for an update, which has not been processed yet, you will see this on top of the edit tool. Please wait for the suggestion to be approved first or contact your Customer Success Manager before making another change.
- Click on Edit
- Make the desired changes directly in the field
- Apply changes settings
- You can set the changes to apply immediately or on a specific date (only future dates)
- You can apply to all subscriptions or only to new ones, created after the change
- Click on Save changes
- Await approval of the suggestion.