SB Express Help CenterUtility Billing How do I process bills?How do I generate a final Monthly Utility Totals Report?

How do I generate a final Monthly Utility Totals Report?

Before starting this section, be sure to complete Print Utility Bills

Use the Monthly Utility Totals Report after printing bills to document all customer bills with totals at the end.

Go to Utility Billing > Reports > Monthly Utility Totals

  1. Select Billing Month and Year. The date range will adjust itself to isolate the billing date within the month.
  2. Bill Type will default to Billing.
  3. Uncheck Totals Only, this will give the detail of every customer bill with the totals at the end.
  4. Click PDF and choose a name and location to archive the file.

To save some paper, save this as a PDF in a designated archive location!

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