Adding inserts to a bill type

The Inserts tab in the Update Bill Type Setup dialog box is used to list inserts to be included with mailed bills, such as a page of water saving tips.

The Inserts tab is not displayed in the Create Bill Type Setup box when you create a bill type, so you must save a bill type before you can add inserts.

  1. Right-click an existing bill type in the Bill Type Setup tree and select Update Bill Type Setup.
  2. On the Inserts tab, click the Add icon and specify this information:
    Insert Type
    Specify the type of insert to include with the bill type.
    Effective Date
    Specify the insert's effective date.
    Expire Date
    Specify the insert's expiration date.
    Insert Order
    Specify the order in which the insert will be added to a bill.
    Formula
    Specify a conditional formula to limit the insert to selected bills.
  3. Click Save.