Multiple Remittances: Custom Group Overrides

You can direct the proceeds from all stations in a particular custom station group to a different place (for instance, a different bank account) by adding a Custom Group Override.

You can also add a Custom Group Override that directs proceeds from a particular custom station group to the same place as another group or the Organization Default for keeping track of proceeds generated by a particular group of stations. When you create a Custom Group Override using the same banking information that has already been approved for your organization, the Override is enabled immediately—no additional approval is required.

Flex Billing must be enabled before you can add a Custom Group Override.

Additionally, you must have at least one custom station group defined on ChargePoint.

To create a custom station group, navigate to Stations > Create Group. For more information, see Create a Custom Station Group.

To add a Custom Group Override:

  1. Log in to ChargePoint Platform and navigate to Organizations.

  2. Click anywhere in the row of the item you want to add to the Custom Group Override and then select View/Edit Organization from the pop-up menu.

  3. Click Flex Billing.

  4. Click Add Custom Group override.

    The Add Custom Group override button is only available after Flex Billing has been enabled.

  5. From the drop-down list, select the custom station group you want.

    Only whole groups can be selected, not individual stations.

  6. Click Activate.

    The Activate Flex Billing form opens.

  7. From the Remit To drop-down menu, select one of these options:

    • Select Create New Remittance ID to set up a new remittance process for a particular custom group of stations. Do this to direct proceeds from the station group to a different bank account than the one used as the Organization Default.

    • Select a Remittance ID that is already enabled for one of your other groups to direct the proceeds to the same bank account as that group. For example, selecting HTCOFB01 would direct the proceeds for the Northwest Location custom group to the same bank account as the Organization Default.

  8. If you select an existing Remittance ID, you only need to click Submit. The new Custom Group Override is immediately enabled.

  9. If you select Create New Remittance ID, the complete Activate Flex Billing form opens. Fill out the form—it must be fully completed. Double-check all of your information to ensure that it is accurate and then click Submit.

  10. The form is submitted to ChargePoint and your Flex Billing status for that custom group changes to Pending. If needed, you can edit the form by clicking Update.

  11. When the Custom Group Override has been approved, you will receive an email confirmation from ChargePoint. Your Flex Billing status for that group will also change to Enabled.

It may take 2–3 business days for the Custom Group Override to be approved. All payments received by the stations in the custom group after the Override is approved are handled according to the new remittance format. (Payments received by stations that are not in the custom group are handled according to the Organization Default Flex Billing settings.)

You can set up multiple Custom Group Overrides for your organization, but any single individual station can be a member of only one custom station group that has an Override for Flex Billing.

Also, keep in mind that if you add or remove charging stations from a custom group that has an Override for Flex Billing, you also redirect their revenue. For instance, removing a charging station from the custom station group Northwest Location shown in the figure above redirects that station’s revenue from the group’s Override remittance settings to the Organization Default Flex Billing settings on the 1st of the next month.