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Utility Billing Processing Checklist

Updated on

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Billing Month:  _______________________________________          Billing Date:  ______/______/______

BEFORE BILLING

BILL PROCESSING STEPS

Analyzing meter reads is important for minimizing billing errors

At a minimum, look at Consumption and Bill Totals to identify anything that does not look normal

MONTHLY REPORTS TO PRINT

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Billing Cycle Completed:  _______________________________________          Date:  ______/______/______

This checklist is for the utility billing workflow.  It can be PDF'ed, printed and used as a guide for processing utility bills.  This is a general workflow that may not include tasks specific to your entity. Keep in mind any other steps in your billing process like Xpress imports and exports, outsourced printing exports (like Databar), and variations in the Manage Meter Reads steps.  Be sure to add any steps specific to your process.

You are done. Great job!

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