Adding Comments to a Bill

There are two ways to set up comments for a bill: Per Scheme and Per Run. Either option, both options, or neither options may be included on each Bill Run. 

1. To set up a comment that always runs on a particular Bill Scheme, go to Billing Process > Create Bills, then select "Start" in the Generate Billing pane to display the Create Billing screen.

2. Either select an existing Scheme and select "Edit" or create a new Scheme, then click "Add" in the Scheme Comments pane. 

3. A window will pop up allowing Comments to be selected for this Bill. Select the desired Comment and click "Select".

4. Once the Comment has been selected, it will be added to the Bill Scheme. Multiple Comments can be added to the Scheme this way. Make sure to click the "Save Changes" button in the "Edit Current Scheme" pane when finished. 

Comments can also be set up for a single, specific Bill Run.

1. Select the Scheme from the Create Billing screen as normal then click "Next".

2. On the next screen, click "Add" in the Comments pane.

4. Once the Comment has been selected, it will be added to the Bill Run. Multiple Comments can be added to the Bill Run this way. Click "Start Billing" to create a Bill Run with the added Comments.