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?
- Click Add Adjustment
- Choose Final Bill, for an outgoing customer, prorate the Final Bill. See How do I prorate a bill?
- Check Confirm to Write
- 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.
- Click Write Bill
- Click Yes to enter new Utility Customer now, click No to skip entering new customer.
- Enter new customer Account Information
- 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!