Summary Billing Management

Any Master Customer in the multi-level hierarchy can be selected to receive a Summary Bill on a particular day/cycle of the month.

When the “Summary Bill” option is selected, the normal bill print process of sending a bill to each Customer as soon as meter reads are available is altered and the bill is not printed at the Customer level. It gets rolled up into Summary Bill of the master Customer.

Assigning Customers to be Billed under a Master Customer

  1. From the Manage Hierarchy screen, click the Summary Billing tab located to the right of the Customer Hierarchy tab and just below the Customer Hierarchy Trail. This loads the Add Customers to Summary Bill page.
  2. Enter relevant search criteria and click the Search button to proceed. If search results are found, section entitled “Step 2. Select Customers” gets displayed below the Search panel.
  3. To assign the Customer to the Summary Bill, select the Customers using checkboxes you wish to add.
  4. Click the Assign Customers button to assign Customer(s) to be billed under the Master Customer.