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Monta Portal

Creating a Custom Subscription plan

Learn how to create a custom service subscription and apply it to your clients, in the Monta Portal
Written by Yana Yankova
Last updated: 23 January, 2024
In this guide

What is a Custom Subscription plan?

The Custom Subscription is a monthly payment plan available for Charge Point Operators (CPOs). Opting to offer monthly services to your clients, the Custom Subscription offers a convenient method for collecting payments from end users. With Custom Subscriptions, you can offer a wide range of services to your clients, including operational support, maintenance, leasing, charge point repairs, and more.

Through the Monta Portal, you have the flexibility to create multiple Custom Subscription plans as required. When you create and apply these services to the charge points, your company assumes the role of a third-party service provider, responsible for managing the plan and delivering the agreed-upon services to your clients.

How to create a Custom Subscription plan

Custom Subscription plans can only be created by Operator users with Admin or Manager user rights.

  1. Navigate to the side menu and select “Subscriptions”
  2. Click on “Add new”
  3. Fill in the plan information
    • Look at the table below this step to see how you should fill out each field
  4. Click on “Save”
  5. The plan has been sent for approval and is now “Pending”
Field ExplanationComment
Plan nameDescriptive name for your service.
SummaryShort, bullet-point summary of the services you are offering.
Description Detailed explanation about the offered services.
TermsFull terms of service of the plan.We recommend to fill out the terms of service, as they are in the contract with the your client.
Country Select the market where the service is offered.
Support email Email, where you clients can reach you.This is a support email owned by you, as a service provider. It is not related to Monta Support.
Contract URLYou can include a link to a contract with the client, so they sign right away
ServiceSelect “Custom”
For Select between “Charge point” and “Team”If you select to apply the subscription plan per “Charge point”, then you need to do it individually per charge point.

If you select to apply it per “Team”, the Team will be charged Monthly plan price X number of charge points in the Team.
Price model Select “Per charge point”
Does the subscription require approval before being activated? Select “Yes” or “No”.If you select “Yes”, you need to manually approve each subscription after you apply it.

If you select “No”, a new subscription will be automatically approved instantly after you apply it.
Can the subscription be canceled from the app?Select “Yes” or “No”If you select “Yes”, your client can cancel the subscription by themselves.

If you select “No”, your client needs to reach out to you to cancel the subscription.
Currency The plan currency is determined when you select the Country
Monthly Price incl. VAT Type out the price of the plan, inclusive of VATMonta gets 10% commission of the monthly plan price at the time of purchase.

Different rates may apply, according to your contract with Monta.
Additional fee %X% of the price of every charge on a charge point with this subscription will be transferred to your Operator Wallet.

This is your Operator cut, as a service provider to this charge point.
The fee does not include VAT. It is added on top of the fee.

If you put 2% fee, and there is 25% VAT, the Team will be charged 2,5% of the charge price.

Example:
Price for charge is 100 DKK
Additional fee % is 2%
You will receive 2,5 DKK
Additional fee kWhAbsolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet.

It is calculated per kWh.

This is your Operator cut, as a service provider to this charge point.
The fee does not include VAT. It is added on top of the fee.

If you input 1 DKK fee, and there is 25% VAT, the Team will be charged 1,25 DKK per kWh.

Example:
Charge is for 5 kWh
Absolute fee is 1 DKK/kWh
You will receive 6,15 DKK
Roaming additional fee (%)X% of the price of every roaming on a charge point with this subscription will be transferred to your Operator Wallet.

This is your Operator cut, as a service provider to this charge point.
Fee is calculated the same as Additional fee % (see above).

For this fee to be applied, it requires the charge point to have activated Roaming.

It is applied only on charges that are performed on the charge point via a roaming platform.
Roaming additional fee kWhAbsolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet.

It is calculated per kWh.

This is your Operator cut, as a service provider to this charge point.
Fee is calculated the same as Additional fee kWh (see above).

For this fee to be applied, it requires the charge point to have activated Roaming.

It is applied only on charges that are performed on the charge point via a roaming platform.
ModelsHere you specify which brands and models of charge points you support. As you will be applying the subscription manually on Teams or charge points, you can leave the supported models as All.
Custom subscription plan fields explained

How is a custom subscription plan activated

Once saved, your Custom Subscription plan is sent for review by a Monta Customer Success Manager.

Until the plan is approved, you will see it as “Pending”.

Once it is approved, it will be shown as “Active” and you can begin applying it to the charge points.

Apply the subscription on a charge point

If you have set up the Custom Subscription to be applied “For Charge Point”, then you need to apply it on each charge point individually.

Applying and approving Custom Subscriptions can only be performed by Operator level users with Admin or Manager level rights.

Apply the subscription on a charge point

  1. Open the charge point in Monta Portal
  2. Go to the “Subscription” tab and click on “Select subscription”
  3. Choose the correct subscription and click “Continue”
  4. Confirm the application by selecting “Apply”
    • If you have set the plan to automatically approve new subscriptions, it will show as “Active”
    • If you need to manually approve the subscription, continue to next step

Approve the subscription on a charge point

  1. Click on the three action dots and select “View subscription”
    • This will lead you to the Custom Subscription Plan page
  2. Open the “Pending” subscriptions
  3. Select to “View” the subscription
  4. Click on “Approve now”
    • You can select a custom date, when you want the client to be charged for the first time
    • You can also upload the contract with the client
  5. Click on “Approve”
  6. The subscription is now active!
    • The client will be charged from the Team Wallet every month on the purchase date.

Apply the subscription on a Team

If you have set up the Custom Subscription plan to be applied “For Team”, then you need to apply it on a Team. This type of plan allows you to apply the subscription on all charge points within a Team, at once.

Applying and approving Custom Subscriptions can only be performed by Operator level users with Admin or Manager level rights.

Apply the subscription on a Team

  1. Open the Team in Monta Portal
  2. Go to “Settings”
  3. Scroll down to the “Subscription” section and click on “Apply Subscription”
  4. Select the correct plan from the drop-down menu and click on “Apply Subscription”
    • If you have set the plan to automatically approve new subscriptions, it will show as “Active”
    • If you need to manually approve the subscription, continue to next step

Approve the subscription on a Team

  1. Click on “View subscription”
    • This will lead you to the Custom Subscription Plan page
  2. Open the “Pending” subscriptions
  3. Select to “View” the subscription
  4. Click on “Approve now”
    • You can select a custom date, when you want the client to be charged for the first time
    • You can also upload the contract with the client
  5. Click on “Approve”
  6. The subscription is now active!
    • Monthly plan price will be charged from the Team Wallet every month on the purchase date.
    • The client will be charged number of charge points in Team X monthly plan price

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