Summary Overview

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The Summary tab within Operations presents a calendar for each billing cycle for each specific group of clients. This calendar is where data can be exported for utility crews to get accurate meter readings, import new data as it is collected, and generate and mail bills.

Bill Preparation

Important Note:

This is an overview of a general process and may not reflect the process of every user.

  1. Import Reads

  2. Run a Test

  3. Charge Bills

  4. Generate Invoices