> ## Documentation Index
> Fetch the complete documentation index at: https://docs.watt.ma/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure billing cycles on watt.ma

> Choose between immediate payment, monthly invoice, or manual invoice on watt.ma, with due dates and automatic collection.

Billing cycles define when charges recorded in a customer account become a payable document. watt.ma supports three approaches: immediate payment at the end of each session, consolidated monthly invoice for regular accounts, and manual invoice generated by an administrator on request.

## Overview

The billing cycle is a property of the billing account. It determines the rhythm at which lines from the [charge ledger](/en/sessions/registre-charges) are grouped into an invoice, and when the due date becomes effective.

| Approach          | Recipients                              | Session type                        | Account required |
| ----------------- | --------------------------------------- | ----------------------------------- | ---------------- |
| Immediate payment | Guests, individuals, public             | At the time of the session          | Not mandatory    |
| Monthly invoice   | Companies, residents, fleets, contracts | Sessions aggregated over the period | Yes              |
| Manual invoice    | Any customer, on request                | Charge selection by admin           | Yes              |

## Immediate payment

Immediate payment triggers a receipt or simplified invoice for each completed session. This mode is used for:

* Public charging with CMI QR code (available today)
* Visitor sessions without a prior account
* Self-service chargers

The driver scans the CMI QR code, validates the estimated amount, starts charging, and receives a receipt by SMS or WhatsApp at the end. Payment is captured immediately by the CMI terminal.

<Note>
  Immediate payment relies on the CMI integration. For additional payment modes, see the [roadmap](/en/roadmap).
</Note>

## Monthly invoice

Monthly billing is the default mode for resident and company accounts. It aggregates all sessions from the cycle into a single invoice, with a deferred due date.

### Configuring a monthly cycle

| Parameter                | Description                                                            | Atlas Logistics example |
| ------------------------ | ---------------------------------------------------------------------- | ----------------------- |
| **Invoice date**         | Day the invoice is generated (for example: 5th of the following month) | 5 May 2024              |
| **Covered period**       | Start and end dates of aggregated sessions                             | 1–30 April 2024         |
| **Due date**             | Payment deadline (delay after invoicing)                               | 20 May 2024 (J+15)      |
| **Automatic collection** | Automatic direct debit attempt on the due date                         | Enabled on CMI          |
| **Email delivery**       | Automatic PDF transmission to the account address                      | Yes                     |

<Steps>
  <Step title="Open the billing account page">
    In **Sessions > Billing accounts**, select the account to configure.
  </Step>

  <Step title="Choose the monthly cycle">
    Select **Monthly invoice** as the billing mode, then set the closing day (for example the 30th) and the due day (for example J+15).
  </Step>

  <Step title="Configure automatic collection">
    Enable or disable automatic CMI direct debit. If the customer has no registered card, the invoice is issued and sent without direct debit.
  </Step>

  <Step title="Validate delivery options">
    Choose delivery by PDF email, or by email and portal. Manual printing can be forced.
  </Step>
</Steps>

<Info>
  The Atlas Logistics monthly cycle closes on the 30th, generates the invoice on the 5th of the following month, with a due date on the 20th for settlement by automatic CMI direct debit.
</Info>

## Manual invoice

Manual invoice lets an administrator generate an invoice at any time by selecting a subset of unbilled charges. This mode is useful for:

* Contract termination requiring an intermediate balance
* An explicit customer request for an early invoice
* Cycle correction after a tariff change

<Steps>
  <Step title="Open the account ledger">
    In **Sessions > Billing accounts**, open the customer account and filter unbilled charges.
  </Step>

  <Step title="Select lines">
    Check the charges to include in the manual invoice. You can filter by charger, by date, or by event type.
  </Step>

  <Step title="Generate the invoice">
    Click **Generate manual invoice**. The sequential number is assigned automatically. The displayed period covers the selected lines.
  </Step>

  <Step title="Issue and send">
    Validate the invoice and send it by email or portal.
  </Step>
</Steps>

<Note>
  Manual invoice is a function reserved for accounts scheduled for this mode. If you do not see this button, the account is probably set to automatic monthly billing.
</Note>

## Cycle statuses

| Status       | Description                                                                                                                                                      |
| ------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Open**     | The cycle is active and accepts new sessions. Charges accumulate.                                                                                                |
| **Closed**   | The cycle period is over. New sessions feed the next cycle. Charges from this cycle are frozen and ready for billing.                                            |
| **Invoiced** | An invoice has been generated and issued for this cycle. The move to this status is final: charges can no longer be modified, only credit notes can offset them. |

## Permissions

| Action                  | Admin | Operator | Reader |
| ----------------------- | :---: | :------: | :----: |
| Create a cycle          |  Yes  |    No    |   No   |
| Edit due date           |  Yes  |    No    |   No   |
| Close a cycle           |  Yes  |    Yes   |   No   |
| Generate manual invoice |  Yes  |    No    |   No   |
| View cycles             |  Yes  |    Yes   |   Yes  |
| Reopen a closed cycle   |   No  |    No    |   No   |

## See also

<CardGroup cols={2}>
  <Card title="Billing" icon="file-invoice" href="/en/rapports/facturation">
    Understand the complete invoice lifecycle and their statuses.
  </Card>

  <Card title="Resident invoices" icon="building" href="/en/rapports/factures-residents">
    Apply billing cycles to condominiums.
  </Card>

  <Card title="Billing accounts" icon="user-group" href="/en/sessions/comptes-facturation">
    Create and configure the accounts to which cycles apply.
  </Card>

  <Card title="Tariffs" icon="tag" href="/en/sessions/tarifs">
    Cycle charges are calculated from active tariffs.
  </Card>
</CardGroup>