Bill note
A bill note is visible while viewing a bill. A purple dot means a note is entered for the bill.
Click the Note tab to view.
Add a bill note
A bill note adds a message to the bill for future reference. You can add a bill note when you enter or edit a bill.
- Click the Note tab.
- Enter the note in the text box.
- Save the bill.
Examples
- Water leak caused an abnormal bill.
- Corrected bill from vendor because of defective meter.
- This bill included setup fees for a new meter.
Manual bill entry messages
You can displays messages during manual bill entry and add notes to bills.
- Account memo. Displayed for any linked meters on the account. Enter it when you edit an account.
- Bill note. You can add a note to any bill during manual bill entry or in the bill import file.
- Account alert. If the date range of the bill is during the effective period of the alert, this message appears. Enter it on the Properties page of the account.
- Bill entry note. Created at the meter level and displays during manual bill entry. Enter on the Properties page of the meter.