Statement Billing

Some Utility Customers may want to receive all bills for their properties as a single statement so it is easier and quicker for them to view, manage and pay their account dues. Statement Billing also allows a company with multiple locations to roll up multiple bills into a single one and submit it to their Finance Department.

You can enroll Accounts in Statement Billing that will aggregate invoices for multiple Utility Accounts in a single consolidated bill per cycle.

All Statement Bills are configured in Utility Billing > Billing > Statement Billing.

View Statement Bills

The Statement Billing page will display a list of all Public Users currently enrolled in Statement Billing. To view or edit details, select the Public User from the list.

Create Statement Bills

On the Statement Billing page, select Set Up Statement Billing.

1. Public User: Select the Public User that should receive the Statement Bill.
2. Select Accounts: Based on the Public User selected, all associated Utility Accounts will display. You have the option to select any/all Utility Accounts to include them on the Statement Bill.
3. Invoice Type: Select whether the Statement should be a paper bill or an electronic bill.
4. Starting Month & Year: Select the month that Statement Billing should begin.
5. Drag the list of Accounts to arrange them based on the desired order of payment. In the event of a partial payment, this order will determine how the payment is applied to Utility Accounts. You may update Payment Order or remove an Account from this list at any time.
6. Select Setup to combine all selected Utility Accounts into a single bill for that Public User.

   

When the Utility Billing process is completed, all bills for the grouped Accounts will be included in a single Statement. The Statement Bill will also display on the Utility Account Details page for all the associated Utility Accounts.

In the event the Bill Payer is changed or a Move Out occurs, the Utility Account will automatically be removed from the Statement Bill.

Billing & Payments for Statement Bills

Utility Billing Hub will not allow individual billing or payments to individual Utility Accounts within a Statement Bill. For example, if a Statement Bill includes 10 Utility Accounts, all 10 Utility Accounts must be billed together on a single billing run. If you create a Billing Run with only some of the Accounts from a Statement Bill, the system will automatically populate all the related Accounts within the same Billing Run. If you are unable to gather the necessary meter reads for any Utility Account within the Statement Bill, you will be required to either estimate consumption or remove all Utility Accounts from the Billing Run.

A Public User can make a partial payment toward their Statement Bill. However, Utility Billing Hub will not allow a Public User to pay for a specific Utility Account Balance within the Statement Bill. Partial Payments will be handled according to the Statement Bill configurations.

If a Utility Account is taken out of a Statement Bill, the current balance can be paid from the invoice that has already been generated (if applicable). Going forward, any new billing for that Utility Account would be done independently of the Statement Bill.