Generating Bills

A bill shows a customer’s current amount due (as opposed to a statement, which shows all transaction activity for a given period of time). Many agencies generate customer bills each month; others use statements instead. Please check your agency’s policy.

Caution! Before you generate bills for a given month, verify that you have generated the monthly transactions for that month first. See "Generating Monthly Transactions"

On the Main Menu screen, click PERIODIC. The Periodic Processing screen opens.

Select theMonthly tab and click GENERATE BILLS. The Generate Bills Wizard is initiated.

Verify or enter the bill date (all bills as of this date will be generated) and select the appropriate bill format from the drop-down list.

If necessary, check the filter checkboxes to refine the bill data you want to generate: exclude zero balances or exclude credit balances.

Select the statement order and check the checkbox if this is a summary bill.

If you are generating a summary bill, specify the beginning balance as of date and the include transactions through date.

Note: The bill date and beginning balance as of date must be the first day of the month of the transactions being billed, and the include transactions through date must be the last day of the month of the transactions being billed.

Check the checkboxes of the developments for which you want to generate bills. By default, all developments are checked.

This is your agency-defined list of developments, which you maintain in the Setup area of the program. See "Setting Up Developments"

Hint: Click to check all checkboxes; click to uncheck all checkboxes.

Click START to continue.

Review and confirm the bill information and check the checkboxes of the customer account types for which to generate bills. By default, all account types are checked.

This is your agency-defined list of account types, which you maintain in the Setup area of the program. See "Setting Up Account Types"

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Click NEXT to continue.

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Review and confirm all bill information you have set up. If everything is correct, click FINISH. You have successfully generated bills!