The issuing of tenant bills is the process which actually produces the tax point document - i.e. the official statement of charges that has been shared with the Customer.

Once a Bill has been issued it cannot be Cancelled, it can only be Withdrawn so that a new bill (rebill) can be created if needed.

Issued Bills can either be created PDF for onward emailing or posting to the Tenant, or as a schedule of charges in spreadsheet format for cases where only advice of calculated charges is required (using the reporting tools). Where a physical invoice document is not required, the Accounts Integration capability can be used to create a file that can be sent to an accounting system (e.g. Sage, Agresso, Oracle, SAP).

This page will give you an overview and the following pages will help you understand the process:

Working with the Approve and Issue Bills Activity

Once the Tenant Bill Run has been initialised (Tenant Bill Run Initiation Activity) and you can see it in the Tenant Bill Run List (Tenant Bill Run Management Activity), the next step is to Approve and Issue the bills.

From the Tenant Approve and Issue Bills Activity, you can:

Understand the Activity:

Understanding the Activity

Understand the functions:

Bill Actions:

Bill Actions

Activity Actions:

Understanding the Approve and Issue Bills Activity

There are two ways to access the Activity:

Table of Contents

There are two ways to access the Activity:

Opening the Approve and Issues Bills Activity

Opening the Approve and Issue Bills Activity

Click on Tenant Approve and Issue Bills from the Welcome page

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The Billing Group dropdown list is set to 'All Billing Groups'
The Bill Start Date is set to the first day of the previous month
The Bill End Date is set is set to the last day of the previous month
No data is displayed in the Bills table

Moving to the Approve and Issue Bills Activity from the Tenant Bill Run Management Activity

Alternatively, if you have created a Bill Run and want to see the Bills from that run you can link from Tenant Bill Run Management to Approve and Issue Bills Activity:

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The Billing Group
The date range of the Bills
Display the Batch Run id

Filtering

To filter, use the filter options in the Bills section on the left of the screen.

Filtering options are:

Basic Options

Field	Description
Billing Group	Choose from the dropdown list (list of all Tenant Billing Groups)
Bill Start Date and Bill End Date	Enter the required Bill Period (either using the date pickers or entering date values in these fields)
Status	Select the required Status from the dropdown list (list of all Bill Statuses) to only include Tenant Bills with this value
Document Type	Select the required Document type from the dropdown list (Invoice or Credit Note) to only include Tenant Bills with this value
Bill Method	Select the required Bill Method from the dropdown list (Periodic or Ad-hoc) to only include Tenant Bills with this value
Commodity	Select the required Commodity from the dropdown list (list of all Commodities) to only include Tenant Bills with this value
Invoice Id	Enter a value in the text field to only include Tenant Bills with an Invoice ID that includes this value
Site	Enter a value in the text field to only include Tenant Bills linked to a Site that includes this value in the Site Name
Tenant	Enter a value in the text field to only include Tenant Bills linked to a Tenant that includes this value in the Tenant Name
Tenant Bill Batch	Enter a value in the text field to only include Tenant Bills with this value.

Advanced Options

Field	Description
Property Key 1	Select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills linked to Tenant Accounts with the selected Property Key that includes this value.
Property Key 2	Select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills linked to Tenant Accounts with the selected Property Key that includes this value.
Property Key 3	Select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills linked to Tenant Accounts with the selected Property Key that includes this value.
Property Key 4	Select the required Property Key from the dropdown list (list of all character-based Property Keys that can be applied at Global or Tenant Account level) and enter a value in the text field to only include issued Tenant Bills linked to Tenant Accounts with the selected Property Key that includes this value.

When you have chosen your filtering options:

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Click OK to close the Note pop-up

Available Options

There are 13 options at the top of the page:

Image Added

Icon	Name
Image Added	Enter External Invoice ID
Image Added	Approve Bill
Image Added	Undo Approval
Image Added	Issue Bill
Image Added	Cancel Bill
Image Added	Withdraw Bill
Image Added	Withdraw and Rebill
Image Added	Print Bill
Image Added	Energy Intelligence Actions
Image Added	Export to Excel
Image Added	View Aggregate PDFs
Image Added	View Aggregate Consumption CSVs
Image Added	Expand the screen (removes the filter)