Equal Billing

Found at Equal Bills / Posting , this area is used to create a Budget Invoice for the tanks with the Equal Billing Info completed at File / Open / Tank Information  on the Profile  tab. Setup There are a few items for a one-time set...

At the end of the season, optionally reconcile Budget Billing accounts. This utility, found at Equal Bills / Reconcile, assists in transferring the balance out of Budget Billing and placing it on the customer’s Accounts Receivable account...

Posting Equal Bills creates a Memo Invoice for each selected customer. Creating a Memo Invoice does not affect the customer’s Regular Account Receivable account or the general ledger. It does show on the customer Payment on Account screen wh...

Overview At the end of the season, this utility may be used reconcile accounts for Budget Billing customers, or may be used to move budget money to the customer’s Accounts Receivable account to cover open Invoices, similar to the Transfer ...

Prior to using this utility, the Post FC/Late Fee Product must be selected at the Energy / Setup / Preferences  screen. This utility looks for open Memo Invoices on the customer account. For any customer with Memo Invoices fitting the criter...

Post Memo Invoices for Budget Billing Tanks Navigate to Energy / Equal Bills / Posting . Note: Memo billing is a request for a monthly payment. Select the  Cycle and Location from the Filter section. Enter the Invoice Date, Due ...