UB Bill Type Maintenance

Updated on Dec 02, 2021

Summary

Bill types determine what service and service rate will be used to bill the consumption on a meter. When a bill is generated on a customer account, the consumption on a meter will be billed using the service rate with the same bill type as the meter. For detailed information on how bill types are used see the Bill Type Overview help document.

Step by Step

1 View the bill types that have been created.

Open the Bill Type Maintenance window (UB> Maintenance> Bill Type).
Select a bill type in the left section of the window and the fields in the Edit Bill Type section will populate with the information of the selected record.
Highlight a bill type and click Delete to delete a bill type. You will not be able to delete a bill type that is attached to a device type.
Click the Create button to create a new bill type. This will add a new line item to the left section of the window and the fields in the Create Bill Type section will be active in order to enter the new bill type information.

2 Create a new bill type.

Enter a Bill Type.
- The bill type can be up to 15 alphanumeric characters long.
- Once a bill type code has been saved, it cannot be modified.
Enter a bill type Description.
Select a Device Type from the drop-down menu.
- The Device Type drop-down menu refers to the kind of devices that can be created in the Utility Billing module (water, gas, electric, etc.). These are not the same device types created on the Device Type Maintenance window (UB> Maintenance> Device Type (water, gas, electric, etc.)).
- You will only be able to add the bill type to the devices of the device type selected in the drop-down menu. For example, if you would like to add the bill type to water meters, select Water Meter. All device types created through UB> Maintenance> Water Device Type can be attached to the bill type.
Check the Default for Device Type toggle if the bill type is the default bill type for the selected device type.
- If the toggle is checked, by default all device types created of that type will be assigned the bill type. This will populate the Bill Type field on the General tab of the Device Type Maintenance window when the device type is created.