Utility Bills
Every bill: the run it came from, the account, the charges, what was owed before, what is due, and the AR invoice it became.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Billing
- Screen: Utility Bills
Address in the console: /crm/util-bills
Read-only list · 13 columns · 8 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Bill | Code | bill_no |
| Account | Code | account_no |
| Customer | Text | customer_name |
| Kind | Status | bill_kind |
| Run | Code | run_no |
| Billed | Date | bill_date |
| Due | Date | due_date |
| Charges | Amount | total |
| Amount due | Amount | amount_due |
| Status | Status | status |
| Exception | Text | exception_reason |
| AR invoice | Code | invoice_no |
| Invoice status | Status | invoice_status |
What you can do here
Account 360
Accept primary
Asks for: Why it is right
Hold out of the run
Asks for: Why
Release
Post
Asks for confirmation: Post this bill to the receivable?
Leak adjustment
Credits water lost to a repaired leak, by the company's leak policy (Utility Settings): the use above normal at the lowest block rate, or not billed at all.
Asks for: Bill Service What leaked and how it was repaired* Normal use
Cancel and rebill
Asks for: Why*
Cancel
Asks for: Why*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.