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Finance

Month End Billing Process

1. Refresh Meter Listing (pulls through all edits and new contracts)
2. Send Meter Reading Requests via Email (optional)
3. Capture Meter Readings
4. View and Manage Meter Readings
5. Auto Reading Update options:
   1. Set to Call Reading (sets the un-captured readings to the last reading in the call centre for the period)
   2. Set to Average Reading (set the un-captured reading to the 6 month average / average to date if not at 6 months yet)
   3. Set Un-captured Meters to Prior Reading (updates closing reading equal to opening reading - only do this when all possible meter readings have been captured)
6. Release to Billing (you can release to billing, run billing, and run batch a few times before you 'set un-captured to prior')
7. Release Billing Period
8. Billing Preview (optional)
9. Run Billing
10. Run Print / Email Batch  (to print or email contract invoices as per customer delivery method)
11. Close Billing Period
12. Run Period Escalations
13. Send Escalation Notifications  (optional)
14. Back to Back Supplier Invoices(if collecting from client on behalf of finance house)