Open the left-side menu and select "Subscriptions"
Click on "View" to open the plan
Plan panels
Active subscriptions - number of active subscriptions
Pending subscriptions - subscriptions that are awaiting approval
Revenue monthly - how much you are earning per month with number of active subsiptions
Total tax refund - how much tax refund you have issued to your subscribers
Action buttons
Charge point readings - view and manage charge point meter readings
Tax refunds - view and issue mass tax refunds to your subscribers
Transactions - filter, find and export transactions related to the plan
Subscriptions - filter, find and export subscriptions
Edit - update the Tax Refund Subscription plan
Manage Charge Point Readings
This section is not relevant for every tax refund provider. Here, you can manage the manual charge point meter readings, submitted by your customers.
Manual meter readings are required only for charge points, which are not set up to submit their meter readings to Monta automatically. You control if you support charge points with manual meter readings from the Supported Models section in the Tax Refund plan on Monta Portal.
Click on "Charge point readings"
Filter readings by state
This way you can see which readings are "Pending" and you need to review
Click on "Request readings" to mass request your customers to submit a meter reading
The request will only be sent to customers who need to submit manual readings
Click on "Export" to receive a CSV of all manual meter readings
Click on "Evaluate" to review a meter reading
Make sure there is a picture of the charge point meter in the reading
In the picture, the meter kWh number must be clearly visible and recognizable
The written kWh must match the kWh number in the picture
If these are not present, you should decline the reading and request a new one
Select "Yes" to issue tax refund straight away
Carefully review the estimated tax refund to make sure the number makes sense
Click on "Approve"
View Tax Refunds
In this section you can see all tax refunds you have issued and Bulk create tax refunds if needed.
Bulk creation of tax refunds is a very edge case function. Tax refund should be either issued automatically, or managed on an individual subscription level. Consult with your Account Manager before using this function.
Click on "Tax refunds" to see all tax refunds you have issued
Click on "Bulk create" if needed
Only applies to customers with automatic meter readings
Click on "Payout tax refund"
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 purchase
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
Explanation of tax refund transactions
Export plan transactions
You can export transactions related to the plan and receive a detailed CSV file.
Click on "Transactions"
Search by name to find a transaction
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
Contents of subscriber export CSV
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.
Edit Tax Refund plan
Click on "Edit"
See if you have update suggestions that have not been processed yet
Make the desired changes directly in the field
Apply to all existing subscriptions
"Yes" = Changes will apply to existing (old) and new subscribers
"No" = Changes will apply only to new subscribers
Click on "Save changes"
Await approval of the suggestion.
Schedule a update to the plan
You can also schedule a change to happen at a future date. Please note that:
You can only select future dates to schedule the update.
The suggested update requires an approval from Monta Customer Success Team.
When the suggestion is approved, the task gets scheduled and the update will take place on the selected date.
Click on "Edit"
Make the desired changes
Go to the "Scheduling" section of the page
Select the desired date, when the update should happen (only future dates)
Apply to all existing subscriptions
"Yes" = Changes will apply to existing (old) and new subscribers
"No" = Changes will apply only to new subscribers
Click on "Save changes"
Suggestion is sent fr approval
When the suggestion is approved, the task gets scheduled and the update will take place on the selected date.
Was this helpful?
Thanks for your feedback!
Still need help? Contact Monta support
Sign in and submit an inquiry directly to our support team.