Balance True-up
The Customer's account needs an adjustment to reconcile upon receipt of a final read during the configured period.
True-Up can be configured to be done Annually
,
Quarterly
and Semi-annually
. True-Up invoices are
billed at actual charges plus the Budget Billed balance.
You can force a True-Up on a Customer account.
- Go to Budget Billing Plan tab from the Activity menu.
- Change the Force True-up field to
Yes
and select theSave
button.The changes takes effect at the Customer's next account billing. The True-up amount shows as a
Use the Budget Billing Detail Report to review the complete details of a particular Customer who has been on the Budget Billing Plan,Special Charge
detail on the next invoice.
The True-up adjustment is displayed as Payment Plan True Up Charges under Charge Summary.