.. include:: aliases.rst
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**

|image684|

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

|image685|

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\ |Save Check Icon.png| to create the
   **Billing Adjustment**

|image687|

Figure 555: Make Adjustment for Bill

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

|image688|

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

|image689|

Figure 557: Bill Adjustment Breakdown