How do I calculate automatic billings?

Period End Checklist

Create billings for metered and non-metered services. Runningcalculate automatic billings will create billing transactions for metered services, non-metered services, and metered services with unread amounts for the current billing period.

If metered services were billed when you entered the meter readings, running calculate automatic billings will not create duplicate billings. If the metered services were not billed, then the metered services will be billed when you run calculate automatic billings.
When a service is using a rate that bills a base or minimum amount, running calculate automatic billings will bill the base or minimum amount. [More]

Step 1: Print Transaction Summary

Print the Transaction Summary to verify if payment amounts are correct.

Do this...

1. Open Connect Utility Management > Reports > Transaction Register.

2. Click Print (CTRL+P).

3. Are the payments on the Transaction Register correct?

Yes, the payments are correct. Continue to the next step.
No, the payments are not correct. If the amount is not correct, use Connect Utility Management > Customers > Enter Payments or Enter Payment Adjustments to enter the correct payment amount.

Step 2: Calculate automatic billings

Create billing transactions for metered and non-metered services, and/or metered services with unread amounts for the current billing period.

Do this...

1. Open Connect Utility Management > Customers > Calculate Automatic Billings.

2. Set up the options.

Customer numbers, Groups, Customer Types, Billing date, Services: Use the default setting.
Calculate automatic billings, Calculate contract billings, Display billing detail: Select the checkbox.
Replace existing automatic billings, Replace existing manual billings: Do not select the checkbox.

3. Click GO (CTRL+G).

The automatic billings are calculated.

Step 3: Follow up

Confirm the automatic billings calculated correctly. Open Customer Inquiry to verify the calculated billing amount. Clicking Refresh (CTRL+R) will update the customer accounts with the calculated billings.

View contract billings on the Compare tab > Detail tab.
View service billings and contract billings on the Transactions tab.

202205, 2022Mar30