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Once a Bill has been issued it cannot be Cancelled, it can only be Withdrawn so that a new bill (rebill) can be created if needed.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:
Understand the functions:
Bill Actions:
Activity Actions:
There are 13 Icons at the top of the Activity.
The some options can also be performed by right clicking on a Bill in the grid
| Icon | Name |
|---|---|
| Enter External Invoice ID |
| Approve Bill |
| Undo Approval |
| Issue Bill |
| Cancel Bill |
| Withdraw Bill |
| Withdraw and Rebill |
| Print Bill |
| Energy Intelligence Actions |
| Export to Excel |
| View Aggregate PDFs |
| View Aggregate Consumption CSVs |
| Expand the screen (removes the filter) |
Right Click options
