Articles
Equal Billing Program
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 needing a one-time setup pri...
Reconciling an Equal Billing Account at End of Season
At the end of the season, optionally reconcile Budget Billing accounts. This utility, found at Energy / Equal Bills / Reconcile, assists in transferring the balance out of Budget Billing and placing it on the Customer’s Accounts Receivable acc...
Posting Equal Bills
Posting Equal Bills at Energy / Equal Bills / Posting creates a Memo Invoice for each selected customer. Creating a Memo Invoice does not affect the customer’s Regular Accounts Receivable account or the General Ledger. It does show on the customer...
Reconcile Budget Billing
Overview At the end of the season, this utility at Energy / Equal Bills / Reconcile 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 Inv...
Post FC/Late Fees - Memo Invoices
Prior to using this utility, the Post FC/Late Fee Product must be selected at Energy / Setup / Preferences . This utility looks for open Memo Invoices on the Customer account. For any customer with Memo Invoices fitting the criteria entered, ...
Posting Budget Billing Memo Invoices
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 Date, an...
