First, navigate to the Billing Settings.

Configure the currency and the application of value-added tax (VAT) here.

Specific VAT Settings:

Case A: You are a ZEV making under CHF 100,000 in revenue from electricity and have not voluntarily submitted to VAT liability:

• VAT: 0%

• Tax already included in prices: YES

Case B: You are a ZEV making CHF 100,000 or more in revenue from electricity sales or have voluntarily submitted to VAT liability:

• VAT: 8.1%

• Tax already included in prices: NO

Now navigate to Billing Configuration to set up the billing for the properties.

1. Create billing property

The property can be added (created) under Billing.

This process is now carried out for all nodes that contain billing units.

During this step, all previously created subfolders and assigned meters are automatically mapped. For this reason, we recommend doing this prior to creating the property in smart-me Billing.

The metering points that are meant to be distributed and are located in the "Technical Meter" node must now be assigned manually.

2. Manually comission a meter to a billing unit

When creating the property, the meters are automatically assigned 100% to the billing unit (folder).

If you would like to split a meter (e.g., general/common area) according to an allocation key or change it retroactively, this must be done manually.

• Select the billing unit on the left (subfolder, e.g., WHG 1)

• Click Add under Electricity (or the respective category)

• Select the desired meter and specify the percentage to be billed.

The described procedure works similarly for the other energy types (heating, cooling, etc.).

3. Set IBAN for QR code

In smart-me Billing, the QR invoice can optionally be activated.

After depositing the account details, a QR invoice for payment is attached for each billing unit (tenant).

smart-me automatically recognizes correctly filled sender information if the billing address in Billing is entered across 3 lines. If a company name or address prefix is chosen, it must be added before the name.

e.g.

Firma AG, Peter Lustig

Löwenzahnstrasse 42

6666 Risch

If no valid address is recognized, the sender field ("Payable by") on the QR invoice will remain blank.

smart-me does not support reference numbers. To use reference numbers, a third-party system that supports them is required (e.g., Bexio).

To identify the invoice without a reference number, additional information ("Message to the beneficiary") is added to the QR invoice, which is structured as follows: Name of the billing unit (folder name).

The layout is optimized for sending via email. If the invoices are printed, we recommend disabling the QR invoice function and ordering pre-printed QR payment slips directly from your bank.

4. Record tenant list

For billing according to VEWA, all tenant contracts and vacancies must be documented completely and seamlessly in smart-me.

Menu Billing

• Configuration

• Select billing unit on the left (subfolder, e.g., WHG 1)

• Maintain address and validity period

• Email is optional and is only used for automated invoice sending.

Note for export to real estate software with DTA-VHKA files:

If you want to use VEWA but export the data to another system, you do not need to enter a tenant list—this will be created via the import file.

Make sure that all tenancy relationships and vacancies are recorded.

7. Others cost for electricity billing (if needed)

In the "Other" field, additional cost items can be added. This can be done individually for each billing unit or globally for all billing units (property level).

At the Property Level:

In the "Other" field, additional cost items can be added. This can be done individually for each billing unit or globally for all billing units (property level).

• Example: 80% of the energy provider's basic cost component should be billed equally to all participants in connection with the solar tariff.

• The entered fee will be added to all invoices per month.

Note: The "Other" costs are only available with the electricity invoice.

At the Billing Unit Level:

• Example: A charging station is rented out and should be billed monthly to a specific billing unit.

• The cost will only be charged to that single billing unit.