Generating New Bills

• To begin, go to Billing Process > Create Bills.
  

• The 'Billing and Printing' screen will pop up.
  

• Click 'Start' under Generate Billing.
  
• The 'Create Billing' screen will pop up.
  
• Select an existing Billing Scheme or create a new one.
  

• Once a scheme has been selected or edited, update the Regular Due Date and Delinquent Due Date then click 'Next'. 
  
• These can be the same or different for each category.
  
• The Due Dates entered here will display on the bills, but will not affect charge calculations.
  

• The next screen is a review of the Billing Scheme.
  
• The 'Statement Total' at the bottom of the screen is an estimate based on the total number of customers in that billing code.
  
• The actual number of bills generated will vary depending on how many Customers require a bill and depending on the billing settings.
  
• Click 'Start Billing' once ready.
  
• OPTIONAL: Add Bill Run Comments to the bills here, even if this billing scheme would not usually have any comments.
  

• Billing in Accu-Trax combines Autoposting and Bill File generation into one easy step.
  
• Because of this, the progress bar may fill multiple times before the billing process is complete.
  
• A notification will pop up when billing is complete.
  

Exporting Bills to BMS

• Export bills to BMS for printing by clicking 'Start' in the Export Billing section of the 'Billing and Printing' screen.
  

• Select the bill run from the top of the screen to send then click 'Export to BMS'.
  

• Fill in a Job Type and enter any additional information that might be necessary.
  

• The status indicators along the bottom of the 'Export Billing' screen will show the current status of the print job. 
  
• We will send samples for approval. 
  
• Once approved, the bills will be printed, mailed, and delivered.
  

Printing or Emailing Bills

• Once the bills have been generated, print or email them by clicking 'Start' on the Print/Email Bills section of the 'Billing and Printing' screen.
  

• The next screen will contain a list of recent bill runs.
  
• Select the Bill Run to print or email by clicking on the list.
  

• Printing Bills:
  
• Any customers that are assigned a Bill Method of 'Print' or 'Both' will appear in the 'Print Total' on this page.
  
• Click the 'Print Preview' button to open the bill file for these customers using the Accu-Trax default bill format.
  
• Bills can be printed from this screen just as any other document would print.
  
• Emailing Bills:
  
• Any customers that are assigned a Bill Method of 'Email' or 'Both' will appear in the 'Email Total' on this page. 
  
• Click the 'Send Ebills' button to open the Ebilling screen.
  
• Ebills will send a PDF copy of the Accu-Trax default bill in an email to the Customer as an attachment.
  

• The 'Remaining' tab will display all Ebill Customers that have not received an Ebill from this Bill Run.
  

• Click on a row in the list to display a preview of email text.
  
• The 'All' tab will display all Ebill Customers in this bill run.
  
• Click 'Add Attachment' to include an additional attachment in the Ebill email.
  
• Click 'View Samples' to open the Bill File and preview bills.
  
• Click 'Send Remaining' to send all unsent Ebills.
  
• The progress bar at the bottom of the screen will fill as Ebills are sent.