After you apply any adjustments to an
account the customer may want a revised bill. The Create Bill button allows you
to generate a new bill for only the account you are viewing. You may
have to perform a rollback on the account number before you can generate a new
bill, cairs.net does not allow you to generate multiple bills for a single
billing cycle. To learn how to perform a rollback see: Billing Tools - Rollback
a Bill - Performing a Rollback.
1. Click
the Accounting menu.
2.
Within the Navigation pane, click Accounts,
then Official Accounts.
3.
Depending on the amount of records within
your database, the list may not readily populate, to populate the list perform
one of the following actions:
·
Within the search box, type any portion of
the record, this could be the account number, organization name, site name,
etc. and then click the magnifying glass.
·
Click the Show All button.
4. The Accounts list opens, displaying the account matching your
search criteria. Double-click the account, The Accounts window opens.
5. Within the Billing Tools ribbon group, click the Create
Bill button.
! If a bill has already
been generated for this account number in the current billing cycle, you need
to perform a rollback. A rollback allows you to remove the previous bill for
just this account.
6. The Create Bill pop-up opens. Complete the following bill fields
(required fields are marked with an asterisk (*)):
! Some of the following fields
auto-populate with information you have previously designated. When you enabled
and created a billing cycle, you determined the information that displays in
these fields.
·
Bill From Date*
– this field populates with the last date of the previous bill period. To
change the date, click the field to access a drop-down calendar. To change the
month and year click the right or left arrow, and once at the appropriate month
and year, click the number to select the date. The date populates in the box.
·
Bill To Date*
– this field populates with the current date. To change the date, click the
field to access a drop-down calendar. To change the month and year, click the
right or left arrow, and once at the appropriate month and year, click the
number to select the date. The date populates in the box.
·
Fiscal Year*
– this field populates with the current fiscal year. To change the information,
click the field and type the correct fiscal year.
·
Due Date*
– this field auto-populates with the bill due date. To change the date, click
the field to access a drop-down calendar. To change the month and year click
the right or left arrow, and once at the appropriate month and year, click the
number to select the date. The date populates in the box.
·
Date Mailed
–you can type the date you mailed the bill or you can click the drop-down arrow
to access a calendar. From the calendar select the date that you mailed the
bill.
·
Date Emailed
–you can type the date you emailed the bill or you can click the drop-down
arrow to access a calendar. From the calendar select the date you emailed the
bill.
·
Last Delivery Attempt Date
– this field displays the date that CES last attempted to deliver a bill by
either method.
·
Date Copied – this
field indicates the date the bill was copied
·
Previous Statement Balance - displays
the balance of the previous statement for the account number
7. Once you have completed the information within the pop-up, click
the Run Bill button to produce the bill for this account.