How do I bill a minimum/maximum amount on a rate?

Rates

Set up a rate to bill a minimum amount, maximum amount, or both a minimum and maximum amount.

Billing a minimum amount

Use bill minimum amount to bill at least x dollars even when the billed amount is less than the billed minimum amount. For example, Jane bills a minimum amount of $10. When she uses this rate to calculate an amount, the billed amount is $7.00. Since the rate is set up to bill minimum amount and the calculated billed amount is less than the bill minimum amount, the account is billed $10.00.

Do this...

1. Open Connect Utility Management > Organization > Rates.

2. Click to select the Bill Minimum checkbox.

Rates, Bill minimum checkbox

3. Use the Minimum Amount box to enter an amount.

Rates, Minimum amount box

Billing a maximum amount

Use bill maximum amount to bill x dollars when the account balance is greater than the billed maximum amount. For example, Jane adds a rate that bills a maximum of $100. She uses this rate to calculate an amount. The billed amount is $125.00. Because the rate is set up to bill a maximum amount and the calculated amount is greater than the billed maximum amount, the account is billed $100.00.

Do this...

1. Open Connect Utility Management > Organization > Rates.

2. Click to select the Bill Maximum checkbox.

3. Use the Maximum Amount box to enter an amount.

202205, 2022