How do I allow new billings on a rate?
An active rate allows Connect to use the rate to create new billing transactions while an inactive rate stops Connect from using the rate to create new billing transactions. Once a rate has been used to create billing transactions, the rate cannot be deleted from the Rates table. You can use the allow new billings option to change the status of an active rate to an inactive rate so you can keep the inactive rate in the Rates table without worrying about having a user or routine use it to create new billing transactions.
Allowing new billings on a rate
1. Open Connect Utility Management > Organization > Rates.
2. Click to select the Allow New Billings checkbox.
This checkbox should be selected on active rates that are being used to create new billing transactions.
Rates, Allow new billings checkbox
Not allowing new billings on a rate
You'll receive a warning message when the checkmark is removed from the Allow New Billings checkbox and this rate is set as the default rate for a service. [More]
202205, 2022Jun29
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Warning: Default Rate
The Default Rate warning displays when you remove the checkmark from the Allow New Billings checkbox on the default rate for a service. The default rate is the rate that is selected for a service as the rate that will be assigned to the service if a ...How do I delete a rate?
Has the rate been used to create billing transactions? If the answer is yes, then the rate cannot be deleted from the Rates table. You can prevent other users and services from using the rate by changing the rate to stop allowing new billings. [More] ...How do I add a rate?
Organization use rates to calculate a billed amount for electricity, water, sewer, and other services that bill based on the amount used by a customer. The rate allows you to customize how the billed amount is calculated and define what happens when ...How do I allow new receipts? (Categories)
Use this option to allow a user to use a category to create new receipts. If you do not want a user to use this category to create a new receipt, turn off this option. Connect will keep the category but the category won't show up as an item in the ...How do I allow new receipts? (Categories)
Use this option to allow a user to use a category to create new receipts. If you do not want a user to use this category to create a new receipt, turn off this option. Connect will keep the category but the category won't show up as an item in the ...