This article explains the invoice of the following subscription plans
View
Collect
Insight
4 important things to look for in your invoice
Invoice No. | The invoice no. is unique to each invoice. Please reference this number in case you need Trackunit to assist you in billing or payment matters.
Quantity/periods | This represents the total amount of goods shipped, or the number of subscription periods invoiced. Note that this number can be uneven, as the activation- or cancellation date may not align with the billing period.
Price | Shows the price of individual goods or subscriptions.
Amount | The total amount for each line item. This is calculated by multiplying the quantity/periods with the individual price.
Due Date | The last date for payment in order for the payment to be considered payed on time.
Additionally, Description specifies the type of goods or subscriptions. Subscriptions specify the number of individual subscriptions. The current subscriptions are View 2.0, Collect, Collect 2.0, Insight, and Insight 2.0.
On page 2 of the invoice you find the customer name, address, and the Trackunit bank details, e-mail, phone number etc.
Where can I see the subscription for an individual unit?
Along with the PDF invoice, you receive a CSV-file. In this file you find the details for the units you are charged for:
Serial number
Model
Item code (name of the subscription on the unit)
Billing period (start and end date)
Month
Currency
Rate
If you are unable to receive CSV files at your billing email, reach out to our team and they will convert the subscription details into a PDF file.
When you open the CSV file it will look like this:
You can chose to convert it to an Excel file for an easier overview. See how to do that below.
How do I convert my CSV-file into an excel file?
Open the CSV file and mark all of column A by clicking the “A”
Select the Data tab in the top menu and chose Text to Columns
In the pop-up window, keep the selection to Delimited and press Next
In the next step, tick the Comma box and then press Next
In the final step, make sure General is selected and click Finish
You now have an Excel sheet complete with columns for serial numbers, Model, Item codes, Customer reference, VIN, Period start, Period end, Term, Term multiplier, Currency and Rate.
💡 Tip: Trackunit invoices are based on serial numbers and not the asset names you have provided in Trackunit Manager. You can download an overview with asset names and serial numbers from Trackunit Manager in an Excel sheet to crosscheck.
Here's how:
Sign in to Trackunit Manager.
Go to Manager Classic --> Settings --> Fleet.
Click Export to Excel.
Your Fleet view has now been downloaded to your device in an Excel sheet.
💡 Tip:
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