Contract Billing Monthly Procedures (Meter Billing)

This procedure allows you to complete monthly tasks in Contract Meter Billing.

  1. Print the Contract Due Report for the previous year’s range of dates.  This insures all contracts have been billed.  (CN-4-7)

  2. Print the Contract Due Report for the current range of dates to be billed.  (CN-4-7)

  3. Print the Meter Card Report for the same range of dates as in Step 2.  (CN-4-4)

  4. If you have an alternative method to collect meter readings, please do so.  Compare your method with the Meter Card Report.

  5. Enter meter readings.  Use the same date as the Ending Date in Steps 2 and 3.  Note:  On any contracts that have exceeded the copy allowance, please validate accuracy (meter 2 and 3).  On method 2 contracts that have exceeded the allowance, check the billing period for copies to make sure it is accurate (most customers set this to 1).  (CN-1-9)

  6. Print the Automatic Contract Billing Report for the same range of dates as in Step 2.  Compare to the Contract Due Report.  (CN-1-11)

  7. Print the Contract Percentage Report for 95% full contracts.  This gives you a list of method 2 and 3 contracts that either you want to bill or contact the customer because the contracts are nearly complete.  (CN-4-19)

  8. Print the Contract Expiration Report.  (CN-4-6)

  9. Update the expiration dates of expiring contracts only.  (CN-1-6)

  10. Update any base prices, if needed or desired.  (CN-1-6)

  11. Perform Automatic Contract Billing.  Use same range of dates as above  (CN-1-11)

  12. Print invoices.  (BI-1-3)

  13. Enter new starting meter reading for contracts using method 2 and 3 that have expired/renewed.  (CN-1-6)

  14. If you are to increase meter charge rates (for renewing/expiring contracts), do so now.

Please call La Crosse Management Systems, Inc. if you have any questions.  We appreciate your calls.  (608) 784-8400.