SmartFusion Modules > Utility Billing

Recent Changes: 
6.231 - Added "Customer Meter History Report" option under the meters menu.
6.202 - Added Cash Collections Receipt Report option to the Reports Menu
6.180 - Added "Void UB Receipts" to the Maintenance Menu
6.178 - Added "Calculate Charge for Rate" to the Maintenance Menu
6.163 - Added "Apply Deposit Report" to the Reports Menu  
6.158 - Added "Rollback Audit Report" to the Maintenance menu    
6.130 - Added Customer List For Fixed Services to the Customer Menu
6.125 - Added a new Meter Replacement History Report under the Meters menu
6.87 - Added page for Alabama Utility Privilege License Tax Return
6.81 - Added Pages for the CASS file import and export
6.54 - Added ElectriCities Report And Export to Reports menu  
6.53 - Added a page for "Customer Master Report"  
6.52 - Added Budget Billing Increase and Letters to Maintenance menu  
6.49 - Added Usage Report to Reports menu  
6.45 - Added Usage Rate Study to Reports menu

SmartFusion Menu Items

Customer | Process | Billing | AR Processing| Meters | Reports | UB Work Orders | Maintenance | Parameters | Settings

Important Concepts

Bank Drafts | Handheld Specifications | Multi-unit Calculation | Payment Distribution | Service Types | Subject to Penalty | Utility Billing Proration

Customer

• Enter/Edit UB Customer​
• Enter/Edit Location
• Customer Master Report
• Mailing Labels
• Customer Agreement Report
• Transfer Customer Addresses to CASS
• Read Addresses from CASS
• Customers Missing Zip+4
• Customer List For Fixed Services Export

Process

• Enter/Edit Charges/Adjustments
• Utility Billing Payment
• Update Customers With Credit Card On File (Only visible if "Credit card on file installed" is turned on in the Utility Billing System Settings)
• Import Lockbox Payments
• Post Utility Billing to Ledger

Billing

• Enter Meter Readings
• Transfer Meter Readings to Handheld System
• Upload Meter Readings from Handheld System
• Bill Run Wizard

AR Processing

• Finalized Customer Report
• Delinquent Report/Late Charges
• Disconnect List
• Uncollectible Account List
• Setoff Debt

Meters

• Enter/Edit Meter Master
• Change Out Meter
• Reset Change Out Meter
• Meter Replacement History Report
• Customer Meter History Report
• Meter Assignment Report
• Meter Reading Log Sheet

Reports

• Payments by Service
• Receivable by Service
• Security Deposit Report
• Aging Analysis
• Transaction Report
• Transaction Report by Customer
• Delinquent Notice History Report
• Usage Report
• Excess Usage Letter
• Usage Rate Study
• ElectriCities Report And Export
• Revenue Analysis Report
• Taxable Revenue Report
• Alabama Utility Privilege License Tax Return - (Only visible for Alabama customers)
• Budget Billing Comparison
• Fixed Services Report
• Refund Deposit Report
• Apply Deposit Report
• Sanitation Pickup Schedule
• Landlord Report
• Dumpster Inventory Report
• Location Report
• Forecast Report
• Service Certification
• Cash Collections Receipt Report

UB Work Orders

• Enter/Edit Work Order
• Work Order Time
• UB Work Order Report
• Work Order Codes
• Work Order Priority
• Work Order Status
• UB Work Orders

Maintenance

• Updated Transaction Rollback
• Rollback Audit Report
• Calculate Estimated Current Usage
• Calculate Charge For Rate
• Reset Bank Draft Options
• Associate Charges to Customers
• Import Meter Changeouts
• Export Meter Information
• Globally Update Fixed Services
• Budget Billing Increase and Letters
• Void UB Receipts

Parameters

• Billing Cycle
• Location Zones
• Service Types
• Master Code
• Rate Table
• Service Codes
• Service Code Read Types
• UB Transaction Codes
• Unit of Measure
• Note Title
• Receipt Types
• Service Rate Schedule
• Customer Contact Types
• Utility Billing System Settings
• Billing Warning Levels
• Enter/Edit Custom Reports
• Enter/Edit Signatures (and logos)