Infor Public Sector Billing User Guide

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About this guide

Billing overview

Utility Billing

Loading an account

Manage Account page Summary tab

Creating accounts

Creating a builder account

Creating an owner account at a new address

Creating a new owner account from an existing account

Creating a tenant account

Creating an address-based account

Creating an identity-based account

Creating a parcel-based account

Creating a property-based account

Creating additional accounts for an owning entity

Aggregate accounts

Associating accounts with an aggregate master account

Pay order for aggregate accounts

Independent sub accounts

Internal accounts

Suspense accounts

Account contacts

Adding a contact to an account

Adding internal contacts to an account

Changing the account owner

Seasonal addresses

Adding entitlements to an account

Setting up billing notifications

Account information

Editing account information

Updating accounts

Adding an external account

Assigning responsibility for an account

Updating the Manage Account page custom tab

Account details

Adding attachments

Account management

Adding an alert to an account

Adding a one-off charge

Adding a log entry to an account

Creating a service request for an account

Creating service requests

Setting and removing account exemptions

Setting or removing a tax exemption

Suspending notice output

Suspending bill output

Suspending or unsuspending an account

Creating a bill message

Pre-selecting an account for billing

Billing account balances

Transferring balances

Transferring credits

Reallocating credits

Applying credits

Refunding credits

Viewing bills for an account

Adding an account-level adjustment

Adding an adjustment package

Canceling and rebilling

Generating an interim bill

Adding a deposit charge

Adding a surety bond to an account

Adding a deposit adjustment

Applying deposits

Account services

Adding a service to an account

Updating address account fields

Adding a service to an address

Suspending a service

Trade waste services

Adding trade wastes

Adding trade waste samples

Payment arrangements

Disallowing payment arrangements

Creating a payment arrangement

Reviewing payment arrangements

Editing a payment arrangement schedule

Editing payment arrangement terms

Rearranging a payment arrangement

Unarranging a payment arrangement

Recording a payment arrangement history

Reviewing payment arrangements

Recording a bankruptcy

Flagging an account not to accept checks

Closing accounts

Moving out an account

Linking transferred accounts

Finalizing accounts

Archiving accounts

Bill information

Aggregate bills

Viewing a bill image

Adjusting a bill to zero

Reversing a bill

Reversing a budgeted bill

Writing off a bill

Disputing a bill

Resolving a dispute

Disputing line items

Resolving a line item dispute

Adjusting a line item

Adjusting a line item to zero

Recording a line item dispute

Credit for negative consumption

Creating a CDR bill run

Creating an interim bill run

Creating a sundry bill run

Creating a utility bill run

Stored procedures for bill runs

Editing a bill run's description

Canceling a bill run

Reversing a bill run

Undoing a bill run

Resuming a bill run

Recalculating bills

Refreshing mailing addresses

Outputting bills

Bill run exceptions

Setting budget billing eligibility

Signing up for budget billing

Budget Billing Plan InfoViewer

Recalculating the budgeted amount

Settling the budget billing variance

Canceling budget billing

Looking up budget billing plans

Reviewing budgeted amounts

Recalculating budgeted amounts

Settling budget billing variances

Sending warning notices

Removing accounts from budget billing

Payment batches

Creating a payment batch

Deleting a payment from a batch

Closing a payment batch

Voiding a payment batch

Posting payment batches

Unposting a payment batch

Transfer payment batches

Processing payments

Allocating a payment to specific bills

Receiving a payment

Modifying payment information

Recording a payment dispute

Resolving a payment dispute

Reversing a payment

Transferring a payment

Applying an alert payment

Unmatched payments

Transferring an unmatched payment

Resolving a payment

Signing up for direct debit

Viewing direct debit plans

Creating a new direct debit plan

Creating a direct debit run

Rerunning direct debit

Recreating an ACH file

Reviewing direct debit exceptions

Creating a payment import

Creating an NSF import

Matching NSF payments

Searching an NSF import file

Searching individual NSF payments

Reviewing NSF payments

Rerunning NSF payments

Reversing an NSF payment

Billing transactions

Transaction designators and types

Account reconciliation

Reconciling an account

Creating a reconcile run

Projecting a penalty

Projecting a bill penalty

Projecting a line item penalty

Penalizing an account

Penalizing a bill

Penalizing a line item

Creating a penalty run

Editing a penalty run's description

Reversing a penalty run

Reviewing penalty run exceptions

Waiving a penalty

Waiving a line item penalty

Interest events

Creating a delinquency run

Decrementing delinquencies

Incrementing delinquencies

Holding delinquencies at the current level

Releasing delinquency holds

Granting delinquency extensions

Resolving delinquencies

Transferring delinquencies

Adding liens to accounts

Adding liens to line items

Sending accounts to collections

Sending line items to collections

Creating a collections export run

My Infor Billing items

Sending accounts to collections

Sending line items to collections

Adding liens to accounts

Adding liens to line items

Reviewing payment arrangements

Batch Manager Billing tasks

Links
docs.infor.com
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