1. Select a Billing Cycle (grayed out if not using) and
2. Select Active  to Active only, Inactive only, or All customers for desired list.
3. Billing Period defaults to the most recently closed Billing Date, it shouldn't need to be changed.
4. Select Status to determine if the last billing period is past due.  If charges added on the last Billing Period are past due, select Is Past Due. Select Is Not Past Due if charges added on the last Billing Period are still current.
5. Select Notice Date  for day of last on time payments.
6. Click Generate List

After Generate List is clicked a Fees window will appear, review all fee parameters before continuing.

1. Status is carried from what was selected form the Manage Customer Balances home screen.  If it is not correct, use the dropdown to change it.
2. Select Method
   • Prorated fee across Utilities: Select Prorated Method and use the "Combined Late Fee" section for Percentage or Fixed dollars, Min Bal (minimum past due balance), and fee Cap (if using percentage).
   • Flat fee in the first Utility listed: Select Flat Method and use the "Combined Late Fee" section for Percentage or Fixed dollars, Min Bal (minimum past due balance), and fee Cap (if using percentage).
   • Fixed fee for each Utility with a past due balance: Select Fixed Method and use the By Utility section for Percentage or Fixed dollars and Min Bal, minimum past due balance, for each utility subject to fees
3. Template is used to save the Method settings.
   • Save As saves the settings
   • Rename changes the template name
   • Delete will remove the template from the list
4. Click Continue to generate a list of customers.

Go to Utility Billing > Reports > Manage Customer Balances

1. Click Customer Balances tab
2. Select from the Show drop down menu to filter for groups of customers as follows:
   • Past Due for customers with a past due balance, whether selected for a fee or not
   • Selected for customers selected for a fee
   • Exempt for customers with a fee exemption, ie. Min Bal (below minimum past due balances), Exempt (not subject to late fees)...
   • Balances for all customers with a balance
   • Overrides for any customers manually selected or unselected for a fee
   • All for all customers
3. Check Select or leave unchecked for customers as necessary
4. Double-click customer Name to review billing activity.
5. Double-click Late Fee to modify fee amount in pop-up window. If customer is manually unchecked, no fee change is necessary. If customer is manually checked, add the required fee and a reason for fee change.  Click Save & Close.
6. After making customer selections, set Show drop down menu to Selected and click Print to produce a report of selected customers.

1. Report is selected by default in Report Type
2. Check Include Fees
3. Selected will populate by default in the Select drop down menu.
4. Click Preview, Printer, or PDF to save or print report.