How to: Meter Billing
Meter Readings : Manual Import (Only used by certain customers)
Starting from the URL you have been provided, enter your username and password for the main system and log in.
Click Import Meter Readings.
Click Upload Meter Readings.
Click Choose File and select the meter readings file from your documents.
Click Upload this file for import.
Click Import uploaded meter readings, then click Import.
Any warnings or errors will be displayed at the top of the screen. Use these to review the file if something does not look correct.
All imported readings will be listed below. Once you are happy, click Import valid readings and allow time for the process to complete.
In the system
Click Meters from the toolbar.
In the Billing due by field, select the last day of the month in most cases.
Set the Billing Method, which is typically 2, 3, or 4 – All Metered.
Apply any additional filters if required, such as Cover Types, Account Range, Serial No, Frequency, or Meter Billing Group.
Click the refresh icon (the large green circular arrow).
Click Load Monitored Readings.
All readings should now display in the grid.
Click Use to move the latest readings into the columns ready for invoicing, then click Yes and allow the process to complete.
The readings should now appear in the Value, Source, and Readings columns and are ready to invoice.
Any blank entries are not receiving an automatic feed. These can be left blank if they are not ready to invoice, or filled manually if required.
To continue, select the Ready filter near the top of the screen and click refresh.
At this stage, it is recommended to sort by the Value column and review the highest and lowest readings to ensure they look correct.
Click Create Draft Invoices.
Set the required Invoice Date and Minimum Invoice Value.
Click Create Invoice Forms and confirm by clicking Yes.
Once complete, the Meter Billing Control Centre will clear.
Close the open screens.
NOTE: If you use aggregated billing, complete this step now.
NOTE: If required, complete GMA billing now.
Click Orders from the toolbar.
Select the Draft Invoices tab and allow all invoices to load.
NB. At this point, if you use consolidated combi billing, complete this now.
To combine invoices billed to the same location, use Merge Mode.
Tick Merge Mode? in the bottom right and note the OK column changes to Merge?.
Select all invoices by ticking the box next to Merge?.
Click Merge Invoices to combine invoices with matching account and invoice address.
Once merged, untick any remaining rows in the Merge? column and untick Merge Mode?.
Select the invoices to be created by ticking the OK? column, or use the header checkbox to select all.
Click Create Invoices and confirm by clicking Yes.
Allow the process to complete.
Click Invoicing on the top bar and select Invoice Print from the dropdown.
Tick the invoices you want to send.
If you want to print invoices that also have an email address, tick Print Invoices with an email address? and click Print Ticked Items.
If you do not want to print them, leave the box unticked and click Email Ticked Items.
Follow the on-screen instructions to send the emails.
All invoices will now be available in the History tab. To resend an invoice, enter a from date and click refresh.
To export invoices for Sage or Xero, select Sales Ledger from the top bar and choose Export Invoice Lines.
Click Create Export to Email.
This will export all invoices since the last time this action was run.