Bills Tab

The Bills tab on the UM Settings page contains the settings that define the presentation and creation of bills in the Utility Management system.

Accounts to Bill - This section contains the fields that determine which accounts will get billed.

Bill Print - This section contains the fields that define the information that will print on the bills.

Bill Export - This section allows the organization to define the data that will be included in the bill export file.

Bill Print and Export Common Settings - This section contains the fields that comprise shared settings between the bill and the export processes.

Overpayment Balance Presentation - This section contains the Overpayment Balances field. If overpayment balances are set to Mix Between Funds/Services, the true balance on the account will be presented on all communications (e.g., bills) that display balances; this presentation will not reflect service segregation. If overpayment balances are set to Segregate Funds/Services, balance presentation will be broken out by fund/service. Credits will not net across services.

General Billing Information - This section contains the fields that define general properties of billing, including user-defined fields.

Budget Billing Plan - This section contains the fields that define the default title for the budget billing plan, as well as the processing defaults for revising the plan.

Rates - This section contains the Prorate Rate Changescheck box. If it is selected, the system will bill the customer the accurate amount for the old rate up to the date of the rate change, and the new rate as of the date of the change. If this check box is not selected, the rate that is active on the Through Date of the billing cycle will be used for the entire cycle. This applies to mass rate changes only, not rate changes on individual accounts. The check box is cleared by default.

eBills - The eBills section on the Bills tab contains the fields that define the defaults for emailing bills.

Go on to the Receipts tab