Creating a service based line item type

Service based line items define how your agency charges customers for utility services such as water or trash collection.

  1. Select Billing > Setup > Billing > Line Item Setup.
  2. In the Line Item Setup tree, under Utility, right-click the ServiceBased node and select Create ServiceBased Setup.
  3. Specify this information:
    Line Item
    Specify a name for the line item.
    Service
    Specify the service definition for which the line item charges.

    Click the popup button next to the Service field to open the Service Definition dialog box, which shows all the available service definitions in a tree. To select a service definition for the line item, browse to the correct node, select the node, and click Select. Each service type may include multiple service definitions with different rules for different districts and account classes.

  4. On the Associated tab, specify this information:
    Type
    Select the service based type.

    You can select one of these options:

    Rate Change
    Select one of these options to indicate how to bill for this line item if the rate changes during a billing period:
    • Prorate Charges: Line item is prorated based on the number of days each rate was active during the billing period.
    • Newest Rate Only: The most recent rate is used for the entire billing period.
    • Oldest Rate Only: The oldest rate is used for the entire billing period.
    Rate Code
    Specify the rate code that is used to calculate line item charges.
  5. Click Save.