Utility Billing Support Document
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Forecast Billing
Click on "C. Forecast Billing" off the Main Menu, the following window will appear:
Forecast Billing
- Individual : Click on the circle to the left of "Individual" to choose to forecast a billing report for Individual Accounts.
- Book : Click on the circle to the left of "Book" to choose to forecast a billing report for all Accounts from one Book.
- All Books : Click on the circle to the left of "All Books" to choose to forecast a billing report for all Accounts in all Books.
Refer to the section below that relates to your choice.
Individual
If you chose "Individual" the following window will appear:
- Beginning With : Choose the account you want to start with. For additional help on finding accounts with this screen, refer to UB GENERAL ACCOUNT LOOKUPS.
- Billing Period : Select the starting date and ending date for the period which you want to calculate the billing for
- Due date 1...6 : Each of the due dates to be used in the calculation.
- Service (Blank for All) : The service to show on this report. Leave blank to show all services. Services are defined in "I. Installation" from the Main Menu.
- Recalculate un-printed charges : Check the box to have all charges that have not yet been printed to get recalculated.
- Purge previous calculations only : Check the box to delete all calculations that have already been computed but the bills were not printed.
- Forecast : Click "Forecast" to calculate the charges for this book at this time.
- Cancel : Click "Cancel" to cancel and return to the Reports Menu.
Book
If you chose "Book" the following window appears:
- Book : Choose which Meter Route Book you would like to print from.
- Billing Period : Select the starting date and ending date for the period which you want to calculate the billing for.
- Due date 1...6 : Each of the due dates to be used in the calculation.
- Service (Blank for All) : The service to show on this report. Leave blank to show all services. Services are defined in "I. Installation" from the Main Menu.
- Recalculate un-printed charges : Check the box to have all charges that have not yet been printed to get recalculated.
urge previous calculations only : Check the box to delete all calculations that have already been computed but the bills were not printed. - Forecast : Click "Forecast" to calculate the charges for this book at this time.
- Cancel : Click "Cancel" to cancel and return to the Reports Menu.
