Report-09 and 9a

Report-09 Bill PDF

A PDF report that creates "utility bills" designed to look like a typical bill. The bill PDF is similar to viewing the bill in UtilityManagement. It includes charts, with calendarized use, cost, and unit cost.

It may be helpful to set a topmost place or topmost cost center, and a billing period to create only a subset of bills. This report is limited to 1,000 pages. Use Report-09a to create a PDF of chargeback bills to send to internal customers.

Tip

Do you want a single bill PDF? Use the View Generated PDF from any bill list.

Set your filters

  1. Set a Billing period or Accounting period.
  2. Select a Topmost place, Building group, or Commodity.

Other filters to consider

  1. Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
  2. Include or not include void bills?
  3. Include Bill is from external vendor?

Report-09a Bill PDF Invoice Format

A PDF report designed to look like a bill from a utility company. This is helpful for customers as they don't need to learn UtilityManagement terminology. Use or cost is graphed with an overlay of the meter's weather data.

Report-09a is useful for chargeback bills sent to customers. Bills can be created internally from submeter readings or percentage splits. It may be helpful to set a topmost place or topmost cost center and billing period to create only a subset of bills. This report is limited to 1,000 pages.

You can combine this report with Report Distribution and have bills sent automatically on a regular basis.

Customize your Report-09a

You can add a logo and an invoice disclosure to your report. 

Create two custom fields for the rate schedule and vendor.

  1. Use the Vendors and Rates module menu and select Custom Fields for Rate Schedules.

    -Click the plus to add a new custom field.
    -Select Formatted text as the type of custom field.
    -Name the field INVOICE DISCLOSURE.
  2. Use the Vendors and Rates module menu and select Custom Fields for Vendors.

    -Click the plus to add a new custom field.
    -Select image as the type of custom field.
    -Name the custom field INVOICE LOGO.
  3. Populate the custom fields for the vendor and the rate schedule.
  4. Generate a report and review.

Sample Report-09a

Set your filters

  1. Chart data type lets you decide if you want cost or use displayed in the report graphics.
  2. Set a Billing period or Accounting period.
  3. Select a Topmost place, Building group, or Commodity.

Other filters to consider

  1. Do you want to include only Active accounts?
  2. Include or not include void bills?
  3. Include Bill is from external vendor? 
  4. Decide if you want to Show bill notes.