How do i set up the automatic bill cycle – E-Mon Energy Software User Manual

Page 185

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Billing and Reports


E-Mon Energy User Manual

18-10

E-MON

How Do I Set Up the Automatic Bill Cycle?

Setting up the Automatic Bill Cycle

To setup the Automatic Bill Cycle:

1

Select Database\Bill Cycle from the drop-down menu or click on the Bill Cycle tab in the
Database Access

window.

Figure 18.12 - Database\Bill Cycle Menu

2

Click on the Panel Action “

+

” button, to create a new Bill Cycle.

Figure 18.13 - Bill Cycle Tab

3

Type in a Bill Cycle Name. Note: This field is required and must be unique.

4

Tab across and enter a Description for the Bill Cycle.

Bill Cycle Definition

5

From the Bill Schedule and Task group, select the Bill Frequency from the drop-down list

(Manual, Monthly or Weekly).

6

Click on the S up T down arrows to adjust the (Day of the Month to Create the bill on.)

7

Click on the Sup T down arrows to adjust the Start Time to begin generating the bill.

8

Click on the Task for the Bill Cycle (Generate Bills, Create PDF Files and, Print Bills.)

9

Click on the “√ ” button to accept/save the Bill Cycle record.

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