Creating Statements

Regular Billing

From the menu bar, select Billing>Calculations>Process Bills. The Bill Process dialog box displays

Select the desired Limit options, such as Route or Cycle

Click the Add button and add the desired Code Filters to further limit the accounts that are being processed

On the right side of the Bill Process dialog box, open the Statements tab

Select an Action from the list

• Create Statements. Create statements in UMS to be printed or sent to a third-party printing company

• Preview Statement Edit List. Preview the Statement Edit List report to review details of the statements

• Preview Statement Edit List & Create Statements. Combine the first two options in a single step. The Statement information will be generated to the database and a report is created and opens in a preview window

• Print Statements. Print the statements that have been created

• Send Statement Notifications. Send statement notifications through email, robocall, and text messages to customers who have opted into the relevant statement communication preferences.

• Export Statements. Export the statement file as PDF, Microsoft Word, Microsoft Excel, RTF, or Crystal Reports RPT file

• Preview Statements. Open the statement file in a preview window from which it can be printed, saved, and searched

• Preview Bill to File. Open the third party printing export file to review the included records and layout

• Compare Bill to File & Bill Register. Opens a report that lists the total current charges, prior balances, and total amount due for each account in the third party printing export. This report allows the user to verify that the export file contains the same information as was saved to the customer accounts

• Export Bill to File. Select the billed services to be included in the export file and save the file to a local or network location

• Export Bill to XML. Create an XML file containing the statement file information

• Preview Zip Code Totals. View a report of totals by zip code

Create Statements

This option creates the statement file to prepare for printing, exporting, or e-mailing statements.

• From the menu bar, select Billing>Calculations>Process Bills. The Bill Process dialog box displays

Select the desired Limit options, such as Route or Cycle

Click Add and add the desired Code Filters to further limit the accounts that are being processed

On the right side of the Bill Process dialog box, open the Statements tab

Select Create Statements from the Action list

Select the Bill Types for which to create statements, Regular or Final

Set the Statement Date, Due Date, and Optional Date

Enter a Comment (optional)

Click Process

Figure 558: Creating Regular Billing Statements

Preview Statement Edit List

The Statement Edit List lets the user review details of the statement batch in a report.

• Select Preview Statement Edit List from the Action list

  Set the From and To dates for statements to include on the report

  Select the Bill Types for which to create statements: First, Regular, and/or Final

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select the Sorting: Customer No, Location No, Name, Reading Sequence, Zip + Customer No + Location No, Zip + Location No + Customer No, CASS Sequence + Zip

  Click Process

Figure 559: Preview Statement Edit List

Preview Statement Edit List & Create Statements

This option allows the user to Create Statements and review the Edit List report in a single step.

• Select Preview Statement Edit List from the Action list

  Set the From and To dates for statements to include on the report

  Select the Bill Types for which to create statements: First, Regular, and/or Final

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Set the Statement Date, Due Date, and Optional Date

  Select the Sorting: Customer No, Location No, Name, Reading Sequence, Zip + Customer No + Location No, Zip + Location No + Customer No, CASS Sequence + Zip

  Enter a Comment (optional)

  Click Process

Figure 560: Preview Statement Edit List & Create Statements

Print Statements

Send the statements to a local or network printer to be printed in-house.

• Select Print Statements from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: First, Regular, and/or Final

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts, or E-mail statements; or whether to Certify Addresses if using the Coding Accuracy Support System (CASS) Interface

  Select whether to mark the statement as Printed

  Select the Sorting: Customer No, Location No, Name, Reading Sequence, Zip + Customer No + Location No, Zip + Location No + Customer No, CASS Sequence + Zip

  Click Process

Figure 561: Print Statements

Send Statement Notifications

Send statement notifications through email, robocall, and text messages to customers who have opted into the relevant statement communication preferences.

• Select Send Statement Notifications from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: First, Regular, and/or Final

  Select whether to mark the statement as Printed

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements

  Click Process

Figure 562: Send Statement Notifications

Export Statements

Save statements to a file on a local or network drive or attached storage device.

• Select Export Statements from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements

  Select whether to mark the statement as Printed

  Click Process

Preview Statements

View the statements onscreen.

• Select Preview Statements from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements or whether to Certify Addresses if using the Coding Accuracy Support System (CASS) Interface

  Click Process

Preview Adjusted Statements

View Adjusted statements onscreen.

• Select Preview Adjusted Statements from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements or whether to Certify Addresses if using the Coding Accuracy Support System (CASS) Interface

  Click Process

Preview Bill to File

Open the third party printing export file onscreen.

• Select Preview Bill to File from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements

  Click Process

Compare Bill to File & Bill Register

View a report comparing the contents of the third party printing export file to the Bill Register for the selected group of statements.

• Select Compare Bill to File & Bill Register from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements

  Click Process

Export Bill to File

Create and save the third party printing export file so it can be sent to the printing company.

• Select Export Bill to File from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements

  Select whether to mark the statement as Printed

  Click Process

Export Bill to XML

Create and save an XML file containing the selected group of statements.

• Select Export Bill to XML from the Action list

  Set the From and To dates for statements to include

  Select the Bill Types to include: Regular, Final, or Email

  Select which statements to Include: Credit balance, 0.00 balance, or Auto payment

  Select whether to Print Duplicates for Contacts or E-mail statements

  Select whether to mark the statement as Printed

  Click Process

Cycle Billing

Statements

All statement options are the same for Cycle Billing Statements except the From Statement Date and To Statement Date, which has been replaced with Select Cycle Period.

The selected Cycle Period auto-populates the Statement Date, Due Date, and Optional Date, which can be overridden when Create Statements is the selected action.

Figure 563: Creating Cycle Billing Statements