How do I change billing defaults?
Assign the default billing frequency and billing rate to the service.
Adding a default billing rate to a service
Follow these steps to add the billing rate to a service. You can also add any of the fields found in the Billing table to a service.
1. Open Connect Utility Management > Organization > Services.
2. Look up a service and then press Enter.
Lookup bar
3. Click to select the Billing Defaults tab.
Billing Defaults tab
4. Use the Default Rate menu to select the default billing rate.
Default Rate field
Use the dynamic button to view additional information or search for a rate.
Dynamic button
5. Use the Default Frequency menu to assign a billing frequency.
In the case of the default frequency, the Default Frequency menu displays all of the frequency codes that have been set up in the Frequency Codes table (Organization > Frequency Codes). Click here to set up a new frequency code.
Default Frequency field
6. Click Save (CTRL+S).
The billing default is saved. You can add additional default settings to the default billing rate.
Updated 12Dec2017
Adding additional default settings to the default billing rate
Assign additional fields and default values to the default billing rate. When the service is assigned to a customer, the service will use the default billing rate, billing frequency, and default billing fields.
1. Open Connect Utility Management > Organization > Services.
2. Look up a service and then press Enter.
Lookup bar
3. Click to select the Billing Defaults tab.
Billing Defaults tab
4. Click Add a New Billing Default.
Add a New Billing Default button
The Add Billing Default form displays.
Add Billing Default Form
5. Use the Column Name menu to select a column.
The menu displays a list of columns that can be assigned to a default value.
When you select a column name, the column displays in the grid and the field displays on the Default tab.
6. Assign the default value to the field.
7. Click Save (CTRL+S).
The default value is assigned to the column.
Published 12Dec2017
Copyright © 2025 Caselle, Incorporated. All rights reserved.
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