Summary

The Bill To report is an optional report that provides a snapshot of the type and number of statements that will be generated in a New Billing, Final Billing, or Past Dues batch.

Each entry in the report will include the Customer Account Number, Service Address, Hold Status, Charges, Send Paper Statement setting, and Amount. Under the Send Paper Statement column, the accounts will be sorted by Paper or Paperless and the report will provide a total for each. The report will also provide a total for all statements and a total amount.

Unlike the other reports in Springbrook, the Bill To report will not automatically display once it is generated. You can access the report via the Jobs Viewer.

Step by Step

• Open the Statement Settings window (UB> New Billing/Final Billing/Past Dues> Statement Settings).
• Use the Bill To drop-down to select which type of Bill To report you would like to generate.
  • You can generate either a PDF or Excel version of the report. PDF is selected by default.
• Once all the Statement Settings have been set, click the Submit button   to complete the Statement Settings step.
• Once all the Statement Settings have been set, click the Confirm icon   to complete the Statement Settings step.
• The system will generate the Bill To report but WILL NOT open the report. In order to view the report, open Jobs Viewer and click UB Bill To Report.