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What to Do

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The verification checklist for every account before you get off it. This is what we check for feedback.

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Billing Sheet
The sheet we are billing from
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What to Do

  • Bill the supply point up-to-date across all accounts. If there are no up-to-date reads, generate an estimate on the account for the 1st of this month and bill up to date.
  • Fill in any billing gaps. This may mean a full rebill if there are reading issues, or just filling in the gap.
  • Write-offs. Refer to #business-backbilling-requests. Do not add a write-off to the account without sign-off from this channel.
  • Generate invoices / credit notes and issue out. The uninvoiced sections across all accounts should be issued where applicable.

Then: If usage is over 2 billing periods old, or you have rebilled

  • Reschedule the payment towards the invoice / outstanding debt balance to be collected in 14 days time and approve the payment. If in credit, cancel any payment requests.
  • Send a follow-up email to the customer for usage over 2 billing periods old. E.g. if sending a bill in September, any usage prior to July 1st should be emailed.
  • Email subject example: FYI: Regarding your latest invoice.

What to Check, Kraken

CheckWhat to look for
Account StatusStatus should match the flows.
Supply periodIf a supply is rejected / objected, the supply period needs to be removed.
Agreements tabIs there a missing tariff?
Uninvoiced sectionsKeep this clean across all accounts, with a few exceptions: imported Bulb credits, old Junifer billing.
CoTsIf there have been any change of tenancies, look on every account for any gaps and keep the uninvoiced sections clean.
Negative chargesAvoid issuing negative charges where possible, especially where there has been a tariff change.
Direct debit paymentsIf they have an active DD with a held payment, have you approved the payment?
Advance payment ledgerShould be settled if the account is lost and they stayed for the length of their contract.
ExportWe are focusing on import billing. If export is ready to bill to an actual reading then do so, otherwise leave export.
Account checksAre they all green ticks?
Internal use only. Do not name Kraken or internal tools to customers. Updated 16 Sep 2026