Overview

When setting up how accounts will be finaled, there are two decisions to make.

• Will the final meter read and forwarding address of a customer account be entered using a final account service request?
• Will final billings be processed during the regular billing cycle in UB> New Billing, or should the final billings be processed outside the regular billing cycle in UB> Final Billing?

Final account service requests can be used to enter the final readings on the devices on the account, and enter the forwarding address on the account. Once the final account service request has been closed and committed, the Final Account Wizard can be run on the UB account using the device readings and forwarding address on the final account service request. Generally, final account service requests are only used by larger organizations. Small organizations do not like to use the final account service request because they would rather just enter the final meter readings on the Final Account Wizard. 

If the Bill Finals with cycle toggle is checked in UB> Utilities> Setup> Billing tab, the final billing for the account will be processed in UB> New Billings when the cycle of the finaled account is billed. If the Bill Finals with cycle toggle is not checked, the finaled account will be billed in UB> Final Billing.

Final an account using the Final Billing process 

This is a summary of the final account process if final account service requests are not used, and UB account final billings are processed in UB> Final Billing.

Final an account using the New Billing process

This is a summary of the final account process if final account service requests are not used, and UB account final billings are processed in UB> New Billing.

Final an account using a service request and the Final Billing process

This is a summary of the final account process if final account service requests are used and UB account final billings are processed in UB> New Final Billing.

Final an account using a service request and the New Billing process

This is a summary of the final account process if final account service requests are used, and UB account final billings are processed in UB> New Billing.