SmartFusion Modules > Utility Billing > Utility Billing Customer > Enter/Edit UB Customer Locations Tab

Recent Changes:  
6.231 - Added a message " "Unchecking any service will inactivate that service for any customer that gets moved into this location" in "Meters & Fixed Services" section.

6.121 - Updated logic to flag a status change of a meter during finalizing. The actual status of the meter only changes after the customer has been billed if the final bill is printed. 
6.120 - Updated logic to set the  meter status to Active/Inactive depending upon the "Active/Inactive" checkbox being checked on the Finalize Wizard screen.
6.81 - Fixed a bug where the Fixed Service status was not being updated to "Inactive" when finalizing a customer location. This only applies to the scenario where the "Print final bill" is not checked during the "Finalize Customer" wizard.

6.69 - Updated the "Turn Services off"  checkbox for assigning landlords to default to being unchecked rather than checked unless the system setting is triggered for it.

6.63 - Updated fixed services grid to show Inactive services also.

6.12 -
- Updated meter reading grid to show current readings only
- If a current reading doesn't exist for a customer that is being finalized, it will be created 
- Fixed an issue where if more than one person is being finalized at a location, the reading record would get overwritten

Introduction

Use this Utility Billing process to finalize a customer at a location.

Page 1 - Final Bill-To Address

Date Finalized
Print Final Bill - select to send final bill
Date of Final Bill
Name
Address1
Address2
City/State/Zip
Phone

Page 2 - Deposits

Add Deposit
Apply Deposit
Undo Applied Deposit
Refund Deposit
Transfer Deposit

Page 3 - Meters & Fixed Services

Serial
Services
Previous Reading
Read Date
Reading
Demand Reading
Active/Inactive - check to change or leave the status of a meter active after billing; uncheck to change or leave the status of a meter inactive after billing

Billing Code
Base Amount
Frequency
Status
Quantity
Multiplier
Amount
Transfer

Page 4 - Select Another Customer for Location

Leave Vacant
Assign Customer

Page 5 - Create Work Orders

None
Single
Separate Disconnect and Reconnect
Title
Work Order Status
Date Initiated
Date Required
Priority
Print Work Order(s)