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How do I set up a service to prorate service?

Prorating a service allows you to only bill a customer for their actual usage instead of billing a customer for the entire billing period. For example, if a customer moves out before the end of a billing period, if a customer temporarily disconnects service before the end of a billing period, or if a new customer starts service after the beginning of a billing period. 

You can set up a service to prorate a billed amount by setting up the service with the option to prorate the service. 

Before you get started

  • Set up a frequency code to prorate a service. The service uses the average days on the frequency code to prorate the billed amount. [More]

 

Setting up a service to prorate 

1. Open Connect Utility Management > Organization > Services.

2. Click to select the Service tab. 

3. Find the section titled Prorate Options. 

4. Select the prorate options for new connects, temporary disconnects, and final disconnects.

 

Bill full amount

Do not adjust the billed amount. Bill the full amount. 

Customer 5 disconnects service on day 10 of a 30 day billing cycle. The service is set up to bill $10 every period and bill the full amount. The customer's final bill for the selected service is $10.

Bill nothing

Do not bill any amount. 

Customer 5 disconnects service on day 10 of a 30 day billing cycle. The service is set up to bill $10 every period and bill nothing. The customer's final bill for the selected service is $0.00.

Prorate base and minimum

Adjust the base and minimum amount based on the days connected in the current period. 

Prorate based on read date

Adjust the base amount based on the days between reads. 

Prorate minimum

Adjust the minimum amount based on the days connected in the current period. 

 

202211, 2022

 

 

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