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How do I enter adjustments, credits & prorated bills?

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Before processing monthly billing, all necessary adjustments, credits and prorated bills should be entered.

How do I add an adjustment or a credit?

Go to Utility Billing > Customer Accounts

  1. Click Activity
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  1. Click Add Adjustment
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  1. Choose Bill Type Adjustment
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  1. Enter desired Bill Date, other than monthly billing date.
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  1. Double-click Bill Type and select "A" from list.
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  1. Manually add or remove charges in desired class, using negative numbers for credits.

Each class is associated with a specific revenue code.  If you are crediting an account, make sure to put the credit in the same class as the original charges. Make sure to verify the correct billing class for all services from the original bill.

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  1. Always enter a Memo explaining the adjustment or credit.
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  1. Check Confirm to Write
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  1. Click Write Bill
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How do I prorate a bill?

Go to Utility Billing > Customer Accounts

  1. Click Activity
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  1. Click Add Adjustment
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Is the customer moving out or moving in?

  1. Choose Final Bill.
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  1. Enter the desired Bill Date other than the monthly billing date, bill type defaults to Final.
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  1. Enter total Days in billing period to prorate
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  1. Enter a Memo explaining prorated bill.
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  1. If default charges have not populated, click Assign Defaults.
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  1. Check Confirm to Write
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  1. Click Write Bill
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  1. Choose New Bill.
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  1. Enter the desired Bill Date other than the monthly billing date, bill type defaults to Final.
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  1. Enter total Days in billing period to prorate
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  1. Enter a Memo explaining prorated bill.
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  1. If default charges have not populated, click Assign Defaults.
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  1. Check Confirm to Write
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  1. Click Write Bill
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