Changing how an account is billed
Michelle
18 days ago
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0:001:46
Summary
I demonstrate how to modify a location’s billing by adding a sewer service, adjusting its start date for prorated charges, and updating service descriptions and rates. I show selecting the location, using the Service tab → New Service, choosing the existing sewer residential rate code, setting the year to align with water, and saving. I then explain changing the start date, refreshing the bill to see the new line, and editing tier names or base rates in the rate structure, noting that these changes affect all accounts that reference the service.