A final billing is the name given to transactions that record the last, or final, billing. Use Enter Final Bills to record the last billing on a customer account.
Note: This process doesn't apply to customers who need a vacation hold or who are delinquent. For information on how to deal with these situations, see Disconnect Services.
Record the last billing on a customer account.
Do this...
1. Open Connect Utility Management > Customers > Enter Final Bills.
2. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.
3. Click Save (CTRL+S).
4. What do you want to do?
I want to print a final bill. Click Print Final Bill. Check the Print Setup properties. Then, click Print.
I want to modify a final bill. Click Edit. Make changes to the final bill properties, then click Save.
I want to save the final bill. Click Save.
I want to save the final bill and set up a new customer. Click Save/Setup New.
I want to abort the final bill. Click Abort Final Bill.
Use the Balance Summary to review the credits and debits on an account.
Use Create Final Billings to use the final meter reading to calculate the final billed amount for the account. Use Metered to record final meter readings for metered services. Use Automatic to calculate automatic billings for services. Use Manual to enter a billing that was created as a single, or one-off, bill.
What do you want to do?
I want to enter final meter readings for metered services. Click Metered.
I want to calculate billings for services. Click Automatic.
I want to enter billings for services. Click Manual.
A vacant account is an account that is not occupied by a customer. Use Create Vacant Account to record the disconnect dates on the customer account that is being final billed. The disconnect date prevents the system from including the vacant account in the billing process.
If you choose to create a vacant account, you only need to set up the new customer. The account is not billed.
If you choose not to create a vacant account, you need to set up the new customer and add the service address. The account is billed.
Do you want to create a vacant account?
Yes, create a vacant account. Click to select Create Vacant Account. The account number that was assigned to the previous customer displays in the Create Vacant Account field. You can use the old account number, or assign a new account number.
No, do not create a vacant account. Click to deselect Create Vacant Account.
A customer number is a unique number that is assigned to a customer. Use Customer Numbers to select the customers to include in the routine.
Do you want to include all customer numbers?
Yes, include all customer numbers. Enter All in the Customer Numbers field.
No, include only specific customer numbers. Use the Customer Numbers field to enter a single number or range. Use a comma (,) to separate each entry. Use a dash (-) to separate a range. Or click Values to use an entry form.
Use the Customer Information area to review the properties on the customer record.
Use the default reason to select the default explanation that displays in the Reason field. Click Options (F12) to change the Default Reason.
A deposit is an advance payment required by the organization prior to services being provided. Once services have been provided the deposit can be applied to open (unpaid) services or refunded (returned) to the customer. Use the Deposits Applied grid to apply the deposit to unpaid services, or refund it.
An estimated final bill is the amount that has been estimated or projected for a particular account. Use an estimated final bill to enter the final account information and print a final bill without saving the final account information. This option allows you to enter the final account information later.
What do you want to do?
I want to enter the final account information now. Do not select Estimated Final Bill.
I want to enter the final account information later. Select Estimated Final Bill.
I want to change the default setting to always estimate the final bill. Click Options (F12). Click to select Estimated Final Bill Default. This option will select the Estimated Final Bill checkbox on the Enter Final Bills form; however, you can override the setting to clear it.
Use the estimated final bill default to launch the Enter Final Bills form with the Estimated Final Bill checkbox selected. Click Options (F12). Then, select the Estimated Final Bill Default.
When you terminate a customer account, the system records the termination date as the Final Bill Date.
The final bill report definition tells the report where and how to print data on the printed bill. Use this option to select the default report definition for printing the final bill.
What is the default final bill report definition?
Click Options (F12). Use the Final Bill Report Definition drop-down list to select the report definition for printing final bills.
The mailing address is a set of directions for delivery of letters and packages. Click Modify Mailing Address (Other > Modify Mailing Address) to update the customer's mailing address.
What do you want to do?
I want to modify the mailing address. Click Modify Mailing Address (Other > Modify Mailing Address).
I want to change the default settings to prompt me to update the mailing address. Click Options (F12). On the General tab, click to select Prompt to Modify the Mailing Address.
Use Prompt to Modify the Mailing Address to display the customer's address on the screen so you can update the directions for receiving letters and packages.
Do you want to prompt the user to update the mailing address?
Click Options (F12). On the General tab, click to select Prompt to Modify the Mailing Address.
The reason is a word or phrase that provides an explanation for the transaction.
Do you want to use the explanation displayed in the Reason field?
Yes, use the default reason. Continue to the next step.
No, I want to change the reason. Use the Reason field to enter a different explanation.
No, I want to change the default reason. Click Options (F12). Use the Default Reason field to enter a different explanation.
Use Set Up New Account When Finished Default to prompt the user to add the new account immediately after the old account is terminated.
What do you want to do?
I want to add a new account immediately. Click Options (F12). On the General tab, click to select Set Up New Account When Finished Default.
I want to add a new account later. Click Options (F12). On the General tab, click to deselect Set Up New Account When Finished Default. When it's time to add a new account, use Customers > Setup New Customers.
Use Transfer to Customer Number to pass possession of the account balance, deposits, direct pay disbursements, and customer information from the current account to a different account.
Do you want to transfer balances and information?
Yes, I want to transfer balances. Click to select Transfer to Customer Number.
No, I do not want to transfer balances. Click to deselect Transfer to Customer Number.
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