FAQ - Tenant Billing in WellStat.io

Users need to select a specific building within the system. If the building is subscribed to a product, the billing option will be available. Otherwise, users will not see this option. Under the billing section, users can access 'Configure,' 'Run Report,' and 'View History.'

Users configure tenant billing by selecting utilities, setting applicable fees and rates, adding meters, tenants, and building codes. Additional configurations include line items, tax options, and the ability to upload/download building photos and logos. Billing can be generated as a single bill or utility-wise.

Once a building is configured, users navigate to 'Run Report' and follow a three-step process:

Yes, users can resume incomplete reports or delete previously generated reports that were left unfinished.

Users input billed amounts in a structured format, which appears based on the utility and tariff selections made in the configuration phase. Additional charges, such as multiple water bills, can be added, modified, or deleted as needed.

During the 'Review Tenants' step, the system prompts users to verify if any tenants have moved out or been added since the last report. If changes are needed, users are redirected to the configuration page.

Users input utility meter readings. If prior bills exist, previous end-date readings are auto-populated and locked. Users can unlock values for adjustments. If no prior reports exist, manual entry is required.

This step appears only if line items were configured. Users manually enter values unless previous bills exist, in which case prior values are auto-filled.

After all entries are completed, the user proceeds to 'Review & Complete.' The system generates tenant-level bills, which can be downloaded, hidden, or deleted as needed.

Yes, the platform includes a Tenant Engagement feature, which provides:

Yes, the system allows users to configure automated email reminders for billing deadlines. This helps ensure timely report generation and tenant notifications.

The 'View History' functionality is still in development. Currently, newly generated bills do not automatically appear in the history page, but future updates will enhance this feature to match the previous system.

The system allows users to upload a logo that will be displayed on the tenant bills. There is also an option to upload a building photo, which will be shown in the tenant billing configuration. Both the logo and building photo can be deleted if needed.

When generating a new billing report, the system prompts the user to indicate if any tenants have moved in or out since the last billing period.

The system provides a 'Notes' section where users can add free-form text notes and save them as part of the tenant billing configuration. These notes can also be deleted if needed

The system maintains a list of all billing reports that were started but not completed. These 'unfinished reports' are visible to admin users, who can resume the report generation process from where it left off. Regular users only see unfinished reports for buildings they have access to.

Yes, if there is an existing bill for a prior period, the system can automatically populate the initial meter readings for the new billing period. Users also have the option to lock the pre-populated readings to prevent accidental changes.

Navigate to the desired building. If the building has a subscribed product, the billing option will be visible. Otherwise, this option will not be available.

The module includes features such as:

Navigate to the configuration page, select the utilities, and set the applicable fees

and rates for each utility. You can then add meters, tenants, and line items as necessary.

Yes, you can choose to generate either a single bill for the entire building or separate bills for individual tenants.

The system includes:

The system will first be available in the UAT (User Acceptance Testing) environment. Once the UAT team completes testing and resolves any quality issues, it will be deployed to production. If you wish to participate in the UAT process for future releases, please contact the WellStat Support (operations@wellstat.io) team.

The system is designed to immediately download the bill upon clicking. Multiple clicks should not cause multiple downloads, but network latency may affect response times.

Currently, this functionality is not included in the initial phase. However, this and other enhancements may be considered based on user feedback.

Navigate to the billing section, select the tenant, and download the respective bill.

If you encounter any issues, ensure your internet connection is stable. If the issue persists, contact WellStat Support (operations@wellstat.io) for assistance