PV site: Invoices and P&L Tracker

The two financial tabs on a site: billing against production, and the month-by-month profit and loss picture.

Fleet Management → PV Sites → a system → Invoices / P&L Tracker

Invoices

This tab reconciles what was billed against what the site actually produced. It opens on a Yearly period and filters by invoice state with the chips across the top: All, Draft, In Process, Rejected, Approved, Pending, Paid, Canceled, Need Attention and Alerts. The Invoices tab of a PV site

The columns that matter

Invoice # and Contract # — the billing document and the contract it belongs to.
Document — the generated invoice file.
Period — the billing period covered.
System Prod. — production as measured by the portal, and Expected beside it.
Invoice Prod. — the production the invoice was raised on.
Production Var. — the difference between the two. This is the number that catches billing errors, and it should normally be zero or close to it.
Revenue Var. — the same comparison in money.
Meter Prod. and Meter Var. — the revenue-grade meter reading and its variance, which is the version an off-taker will usually accept.
Payment Date and Status — where the invoice is in its lifecycle.

Need Attention is the chip to check first each month: it collects the invoices whose variance or state needs a human decision.

P&L Tracker

A month-by-month grid of the site's financial performance for the year, built from the categories configured in System Settings → Financials. The P&L Tracker tab of a PV site

The rows run from production down to cash:

Production (kWh) — the physical basis for everything below.
Income, with its components — PPA, SRECs and any other income category you have defined.
Expenses, with Asset Management Fee, Insurance, Additional Costs, Lease Rates, O&M, Property Taxes and Equipment Reserves.
Net Operating Income — income less operating expenses.
Project Costs, ITC and Debt — the capital and financing lines.
Cash Flow — the bottom line for the month.

Two toggles change what you see: Show Expected adds the budgeted figure beside each actual, so variance is readable at a glance, and Show Comments reveals the notes left against individual cells — which is where the explanation for an odd month usually lives.

Dashes mean no value is configured for that category and month, not zero. If a whole row is dashes, that category has not been set up in Financials.

Common tasks

Monthly billing check. Invoices → Need Attention, then read Production Var. and Meter Var. on each row. Anything beyond your tolerance goes back to the biller before approval.

Explain a bad month to an owner. P&L Tracker with Show Expected on: the gap between actual and expected, plus the Production row above it, usually tells the story in one screen.

Audit trail for a decision. Turn on Show Comments so the reasoning recorded at the time comes with the numbers.

Common questions

Invoice Prod. and System Prod. differ.
The invoice was raised on a different figure — often the meter rather than the inverters, or a period boundary difference. Check Meter Prod. before assuming an error.

The P&L is empty.
No financial categories are configured for the site. Set them in System Settings → Financials; the tracker only reports what the model defines.