.. include:: aliases.rst
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** |image690| 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**

|image691|

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**

|image692|

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**

|image693|

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**

|image694|

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**

|image695|

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.

|image696|

Figure 563: Creating Cycle Billing Statements