UMS Billing Adjustment

The Adjust Bill feature in UMS will automatically re-calculate a bill when the Meter Reads and/or Meter Read Dates are corrected. The screen shots will show the Adjust Bill the process.

Control Panel Billing Adjustment

• Go to the History Tab on the Account Control Panel

• Highlight the Charge line that must be adjusted

  • Right click on the Charge line to see a list of options

    • Click on the option to Adjust Bill

    • If you click on the Adjust option, this will be a manually calculated adjustment to the charge

  • Go to the bottom of the screen and click on the Adjust Bill

Figure 553: Adjust Bill

In the illustration above, sewer is billed based on the water consumption. This is determined by the Rate Code setup.

• Items that can be changed

  • Transaction Date: This date will default to the date of the original charge

    • If you want the changes in the charge to appear on the current date, change the Transaction Date

  • Start read: This is the same as the Prior read on the meter

  • Start date: This date is the same as the Prior date on the meter

  • Current read: In most cases this will be the reading that is corrected to cause the Billing Adjustment

  • Current date: Change the date only if necessary

Figure 554: Bill Adjust Screen

• Current read was changed from 15000.00000 to 14000.00000

  • This change reduced the consumption from 2500.00000 to 1500.00000

  • The Billing Adjustment will credit Water and Sewer for 10,000 gallons

    • The Rate Code that calculated the original charge will be used to calculate the credit

• Click on the Save icon to create the Billing Adjustment

Figure 555: Make Adjustment for Bill

In the illustration below, you will see a Billing Adjustment of ($16.66)

Figure 556: Bill Automatically Adjusted

• The screen shot below shows the breakdown of the ($16.66)

  • The Water and Sewer both received a credit based on the corrected meter reading and adjustment

Figure 557: Bill Adjustment Breakdown