How to create Utility Bills within iGovServices

In this Knowledgebase (KB) Article it will walk you through the process of Utility Bills within iGovServices 

You will learn:

        The process of creating Utility Bill Statements. 

First you will need to be logged into iGovServices

On the black navigation bar to the left

In iGovServices, navigate to:

Dashboard→ Billing → Create Bill

 (If you do not see this menu item, please contact your administrator to provide the appropriate rights)

Note:  Before this process can be started the bulk charges must be put onto the accounts using the Simulate Charges located under the Dashboard/Utility Meters.

On the black navigation bar located to the far left of your iGovServices screen select Dashboard shown above by the red line.

Click the Billing button as shown above by the red arrow.

Click the Create bill button as shown above by the red arrow.

Using the Application dropdown choose the Utility - Utility  as shown above in blue. 

Click the Continue button as shown above by the red arrow.  

Step 1: Qualify which existing charges on each PIDN qualify for the bill creation. The date due on the charge lines must be in this Date Due field. 

If you want to print a single bill put the desired PIDN in the PIDN (optional) field

Note - The fields heading that have the red asterisk are mandatory fields and must be filled in. 

Choose the desired Bill template. In this case Utility Bill Statement will be used. If you want to use Utility Postcard (3 per page) the paper will have to ordered from iGovServices in advance. 

Step 2:  Use the Bill Template to choose either the Utility Bill Statement as shown above. The Pay Thru Date is for any possible discounts but in Utility Billing there are usually no discounts so make it the same date as the due date. If there is a discount make it the date that the discount will end.  The past due date is the same as the Past due date that is entered on the charge lines on your accounts.  The Past due Rate is the Percentage of the Penalty + interest for the first past due date.  In the case above 11%, which is 10% Penalty and 1% interest. 

You May enter a global message on the bill. For the Post Card there is a Maximum of 50 characters allowed. 

When all of the fields are filled in and a global message is entered, if desired Click the Submit button. 

When you click Submit the accounts that match the parameters that were entered on the billing screen will show up below.  

You may click the Excel button on the Prebill data screen so as to check over the accounts that you are creating to see if there are any anomalies on the bills. 

If everything looks correct click the Create Invoices button shown above by the red arrow. 

The success alert will appear showing that all of the invoices in batch #37 for this example were successfully created.

Click OK. 

If you wish to view the training video on how to create Utility bills click the link below. 

https://support.igovservices.com/a/solutions/articles/73000598142