How to Setup a Billing Grid within CSI Utility Billing and Revenue Management Software.

1. Apply a cycle name such as Month.




2. Account Range should be as follows (to include all your accounts):
RL – 0000000001 RH – 9999999999
SL – 0000000001 SH – 9999999999

3. Bills Due – Enter the Due Date

4. Past Due – Enter the Date you want Penalties Applied. You must enter a Past Due Date.

5. Date Next Reading is the next time you want to apply this charge to the accounts. This is optional

6. You can define as many cycles as desired. Cycles only need to be setup one time. Next year when you want to update the year for each of your cycles, CLICK the INCREASE YEAR BUTTON. That will save time.

Note: If you are unsure as to which grid to increase year, or are finding that the billing file is not pulling the correct date, we suggest creating new grids each year to alleviate any confusion (i.e. not using the increase year button.)

Note: Defining cycles require thought and most of which is completed during training.
After all the CYCLES are defined you are ready to gather readings and bill.

Note: The cycle name entered must be exactly the same as the cycle on the services entered. When a computer searches it is looking for exact matches. (Month, month or Monthly is not the same to a computer. The difference in upper and lower case M’s and suffix makes these cycles different.)