- Hosting providers
- Hosted customers
For hosting providers (Host OS)
Generating invoices
Invoices are generated monthly for each active contract. You can trigger generation manually or run a batch for all customers at once.Manual generation — single customer:- Navigate to Host OS → Invoices and click Generate Invoices.
- Preview the invoice line items for the selected customer and billing period.
- Click Issue Invoice to finalize and send.
Configure the batch
In the dialog that appears:
- Billing Period — select the calendar month to invoice (e.g., March 2025)
- Customer — choose All Customers or a specific customer
- Skip customers with existing invoices — keeps enabled to avoid generating duplicates for customers who already have an issued, pending, or paid invoice for the period
Review auto-send setting
The dialog shows whether auto-send is enabled for your organization:
- Auto-send on — invoices are emailed to customers immediately on generation
- Auto-send off — invoices are created as drafts; you review and send them manually
Invoice statuses
| Status | Meaning |
|---|---|
| Draft | Not yet sent to the customer |
| Issued | Sent and awaiting payment |
| Paid | Payment received in full |
| Overdue | Past due date with no payment |
| Held | Customer is in default or has a billing hold — not emailed |
| Written Off | Debt forgiven |
| Cancelled | Invoice voided |
Reviewing an invoice before sending
Click any invoice in the list to open the Invoice Detail dialog. Review:- Line items and the billing method used (metered kWh, calculated, or hash-derived)
- kWh total and the variance percentage compared to PDU meter readings (shown color-coded: green < 5%, yellow < 20%, red ≥ 20%)
- Taxes, discounts, and credits applied
Accepting payment
Customers pay through the Customer Portal. The platform supports:ACH bank transfer
No fee. Bank account linked via Plaid. Recommended for recurring monthly payments. Enable ACH on your organization in Settings → Billing.
Credit card
Processing fee applies (passed to the customer or absorbed, depending on your settings). Processed via Stripe.
Bitcoin
Small network fee. Processed via NowPayments. Converted to your settlement currency automatically.
USDC / USDT
Small network fee. Processed via NowPayments. Stablecoin payments settle to your account without conversion volatility.
Setting up auto-pay for customers
Customers can enable auto-pay from their portal once they have a payment method on file. When auto-pay is active, outstanding invoices are charged automatically on the due date.To check whether a specific customer has auto-pay configured, open the customer detail page and go to the Billing tab.Handling failed payments and delinquent accounts
When a payment fails:- The platform automatically retries the charge on a schedule.
- If retries are exhausted, the invoice status moves to Overdue.
- RevenueGuard flags the customer account. Future invoices are generated with Held status and are not emailed until the outstanding balance is resolved.
- Navigate to the customer detail page → Billing tab.
- Apply a credit, write off the balance, or mark the invoice as paid after collecting out-of-band.
- Re-enable normal billing by clearing the hold in Account Settings.
Viewing financials and payouts
Navigate to Host OS → Financials to see your financial position for any period.Use the period selector to view Monthly, Quarterly, or Yearly summaries. The current period shows projected month-end estimates based on elapsed time.The financials dashboard includes:- Revenue tab — Gross revenue, net revenue, and a breakdown by billing method
- Expenses tab — Energy COGS (using per-site rates), platform fees, and discounts/credits applied
- Receivables tab — Aging schedule showing how much is current, 30-, 60-, and 90-days overdue
- Tax tab — Sales tax collected, use tax liability, and marketplace sales tax