CRM › Utilities
Utility Billing
Rate plans and cycles, bill runs from preview to the receivable, and every bill.
In CRM → Utilities · 7 screens
RecordsBill RunsA cycle billed in four steps: preview, review the exceptions, approve (somebody other than who previewed it), post to the receivable.OpenViewUtility BillsEvery bill: the run it came from, the account, the charges, what was owed before, what is due, and the AR invoice it became.OpenViewLeak AdjustmentsCredits for water lost to a repaired customer-side leak, by the company's policy: how much was billed, the account's normal use, the excess and the credit, who asked, who approved, and the bill that shows it. Asked for from a posted bill (Utility Bills › Leak adjustment).OpenRecordsRate PlansWhat each service costs: the customer charge, block rates (with summer and winter blocks), fees, a minimum bill, the tax code the company's tax engine rates, and the dates it applies.OpenRecordsRate BlocksThe usage blocks of each plan: from and to (blank: no ceiling), the rate per unit, and the season.OpenRecordsRate FeesFees on a plan's bills: a fixed amount, an amount per unit, or a percentage of the service's charges, taxable or not.OpenRecordsBilling CyclesGroups of accounts read, billed and due together.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Bill Runs | List | A cycle billed in four steps: preview, review the exceptions, approve (somebody other than who previewed it), post to the receivable. | 12 | 6 | 5 |
| Utility Bills | Read-only list | Every bill: the run it came from, the account, the charges, what was owed before, what is due, and the AR invoice it became. | 13 | 0 | 8 |
| Leak Adjustments | Read-only list | Credits for water lost to a repaired customer-side leak, by the company's policy: how much was billed, the account's normal use, the excess and the credit, who asked, who approved, and the bill that shows it. Asked for from a posted bill (Utility Bills › Leak adjustment). | 15 | 0 | 3 |
| Rate Plans | List | What each service costs: the customer charge, block rates (with summer and winter blocks), fees, a minimum bill, the tax code the company's tax engine rates, and the dates it applies. | 14 | 16 | 2 |
| Rate Blocks | List | The usage blocks of each plan: from and to (blank: no ceiling), the rate per unit, and the season. | 7 | 6 | 0 |
| Rate Fees | List | Fees on a plan's bills: a fixed amount, an amount per unit, or a percentage of the service's charges, taxable or not. | 6 | 6 | 0 |
| Billing Cycles | List | Groups of accounts read, billed and due together. | 7 | 7 | 0 |