How do I manage an individual tax refund subscription?

Apply and approve a tax refund subscription

Use Monta Hub to apply a charge-based tax refund subscription plan. You do not need to set a baseline with the charge-based tax refund logic.

1. Open the charge point in Monta Hub.
2. Open Remote Actions and select Apply****Subscription.
3. Select the charge-based tax refund subscription plan and click Apply.
4. Click on the pending subscription to open it.
5. Click Approve.
6. Select a first purchase date and click Approve****Subscription.

View a tax refund subscription

You can open and view a tax refund subscription directly from the Charge points menu.

1. Find the charge point and hover over the Charge point tab on the right.
2. Click the card to open the subscription.
3. The subscription contains three tabs:

Overview — pricing details and purchase history. 4. Tax refunds — all tax refunds issued to the customer. 5. Details — available details for the owner account.

View tax refunds issued to a customer

Open the Tax refund tab of the individual subscription to see all tax refunds that have been issued.

Manually pay out a tax refund

If a customer is missing a tax refund, you can issue it manually.

1. Open the subscription in Monta Hub.
2. Go to the Tax refund tab and click Make a refund.
3. Enter the number of kWh to refund.
4. Add a note explaining the reason for the manual refund.
5. Verify the calculation is correct and click Approve.

Compare issued tax refunds to performed charges

You can cross-reference the tax refunds you have issued against the actual charges on the charge point. You must be the operator of the charge point to see the charges table.

1. Open the Tax refund tab of the subscription.
2. In the Tax refunds table, locate the charge ID.
3. In the Charges table, find the corresponding charge.
4. Click the charge to open the charge summary page.

Edit a subscription

1. Open the subscription in Monta Hub.
2. Click Quick actions and select Edit****subscription.
3. Edit one or more of the following: Purchase date or applied discounts
4. Additional fees
5. Tax refund payout per kWh
6. Click Save changes.

Cancel a subscription

1. Open the subscription in Monta Hub.
2. Click Quick actions and select Cancel a****subscription.
3. Select when to cancel:

End after current billing period — the customer continues receiving tax refunds until the billing period ends. 4. Immediately — the customer stops receiving tax refunds when you confirm the cancellation. 5. Click Confirm cancellation.