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  1. Chargebacks Overview
    1. Quick Review of Basic Chargeback training
    2. Common Chargeback scenarios
  2. EnergyCAP components used to create Chargebacks
    1. Bill Splits (utilizing “phantom” submeters)
    2. Calculated Accounts and Submeters
      • Creating calculated accounts and submeters
      • Calculated account options
      • Entering / importing submeter readings
    3. Virtual Accounts
      • When to use virtual accounts vs. calculated accounts
      • Creating virtual account scripts
  3. Creating Chargeback bills
    1. Workflow process
    2. Reporting and custom spreadsheets
    3. AP Interface
Joel "Brick" Brickell
Manager of Technical Support
"We’re servants on Earth, so I’m here to serve you by providing the best support experience at EnergyCAP."