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.

account history

example bill note

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.

  1. Click the Note tab.
  2. Enter the note in the text box.
  3. 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.

  1. Account memo. Displayed for any linked meters on the account. Enter it when you edit an account.
  2. Bill note. You can add a note to any bill during manual bill entry or in the bill import file.
  3. 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.
  4. Bill entry note. Created at the meter level and displays during manual bill entry. Enter on the Properties page of the meter.