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How do I read my invoice on the View, Collect, and Insight subscriptions?
How do I read my invoice on the View, Collect, and Insight subscriptions?

Trackunit issues invoices with individual sections meant to provide you with what you need to approve, process and deliver payment.

Updated this week

This article explains the invoice of the following subscriptions

  • View

  • Collect

  • Insight

5 important things to look for in your invoice

  1. 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.

  2. Quantity/Term | This represents the total amount of goods shipped, and 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.

  3. Rate | Shows the price of individual goods or subscriptions.

  4. Amount | The total amount for each line item. This is calculated by multiplying the quantity/periods with the individual price.

  5. Due Date | The last date for payment in order for the payment to be considered paid 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.

How do I read my invoice2.png

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:

CSV file invoice.png

You can chose to convert it to an Excel file for an easier overview. See how to do that below.

CSV to Excel invoice.png

How do I convert my CSV-file into an excel file?

  1. Open the CSV file and mark all of column A by clicking the “A”

  2. Select the Data tab in the top menu and chose Text to Columns

    convert to excel1.png

  3. In the pop-up window, keep the selection to Delimited and press Next

    convert to excel step 1.png

  4. In the next step, tick the Comma box and then press Next

    convert to excel 2.png

  5. In the final step, make sure General is selected and click Finish

    convert to excel step 3.png

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.

  1. Go to Manager Classic --> Settings --> Fleet.

  2. Click Export to Excel.

  3. Your Fleet view has now been downloaded to your device in an Excel sheet.

💡 Tip:

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