BIAS Help CenterUtility Billing What do I need to do before billing?How do I process customer move in & move out changes?

How do I process customer move in & move out changes?

Prorated Final Bills and New Bills need to be added when customers buy and sell houses or change tenants in a rental property. In order to prevent billing errors, be familiar with the entities current policies on prorating bills.  Check the policy to see if prorating is allowed and or if a read is done when a customer moves out.  

How do I create a Final Bill?

Go to Utility Billing >  Customer Accounts

  1. Click Activity

  1. Click Add Adjustment

  1. Choose Final Bill, for an outgoing customer, prorate the Final Bill. See How do I prorate a bill?

  1. Check Confirm to Write

  1. Check Set Owner To No? or Set To Inactive? if applicable.  These are checked by default on a Final Bill.

Checking Set Owner To No? and/or Set To Inactive? will modify the outgoing customer account when you write the Final Bill.

  1. Click Write Bill

  1. Click Yes to enter new Utility Customer now, click No to skip entering new customer.

  1. Enter new customer Account Information
  2. Click Save & Close

Don't forget to print and mail the outgoing customer's Final Bill.  The incoming customer's New Bill will be processed with your next billing run.

Congratulations, you are done!

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