Unlink an account from a meter

When a meter is not linked to an account you cannot enter bills for the meter. 

  • You can unlink an account and a meter from either the account side or the meter side.

    • For example, if a meter is linked to the wrong account, remove the connection and relink it to the correct account.
  • If a meter is marked inactive but the account is still active, you can still enter bills.
  • If an account has multiple meters, you can unlink a specific meter from the account.

Steps to unlink an account and meter.

  1. On the Properties tab of an account or meter.
  2. Click  Edit Linked Meter or Edit Linked Account. (The pencil icon in the card.)

     
  3. After the dialog opens, at the bottom, select Unlink (text in red).

     
  4. Choose one of the following to unlink the account and meter:
    End Relationship - Set an effective end date.
    Delete Relationship - Completely remove the link 

Options for End Relationship

  • You cannot enter bills with a start date AFTER the effective end date.
  • You can edit existing bills.

Options for Delete Relationship

  • No bills can be entered for this meter on this account.
  • Historical bill data is not affected or deleted.
  • The link from the account to the meter is removed.
  • You can edit existing bills.