ClerkBooks Utility Billing Module

ClerkBooks Utility Billing Module

$2,150.00$5,550.00

The Utility Billing Module works in connection with QuickBooks to calculate usage and rates, including minimum charges and tiered utilization levels, based on multiple customer types. The system also calculates late charges, surcharges and discounts. After making calculations, just one click sends the invoices back to QuickBooks to be printed.

(ClerkBooks Core Components are Required.)

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Description

The Utility Billing Module works in connection with QuickBooks. All customer information is entered into QuickBooks, then synchronized with the Utility Billing Module, thus eliminating the need for, and errors of, a dual entry system.

The Utility Billing module features a spreadsheet-like tool for entering in readings manually. The module also syncs with all handheld reader systems such as Badger and Sensus, so you can import bulk readings easily.

The Utility Billing Module calculates usage and rates, including minimum charges and tiered utilization levels, based on multiple customer types. The system also calculates late charges, surcharges and discounts. After making calculations, just one click sends the invoices back to QuickBooks to be printed. QuickBooks then manages all customer payments and deposits.

Price includes software and additional time for installation, configuration and orientation.

(ClerkBooks Core Components are Required.)

Features & Updates

2009-2010: Version 1


Assign customers to routes
Automatically re-order meter reading list as you add or remove customers
Enter meter readings in a “spreadsheet like” application
Pull account information directly out of, and import invoices directly into, QuickBooks
Automatically calculate usage and highlight potential highs and lows
Real-time stats: count, average, and totals
Custom meter type and meter location indicators to assist meter readers
Garbage and recycling billing options
Customizable customer types to help organize reports and set-up various rates and taxable scenarios
Meter reading sheet sorted by route and order
Meter reading sheet shows both resident’s names and meter address
6×4 utility bill template

2011: Version 2


Ability to charge late fees on bounced checks
Ability to invoice for finance charges independently
Late fees consider unapplied payments
Added capabilities to bill for electric services
Assign a modifier for 3-phase connections
Add capability to read quarterly, semi-annually, or annually and divide usage evenly (Even Pay)
Select water, sewer and electric services and/or usage per customer
Garbage and recycling multipliers (allows billing for multiple bins – using numbers rather than checkboxes)
Highlights potential data entry mistakes or non-typical settings
Meter reading worksheet print options including: filtering by routes, choosing landscape vs. portrait and including meter type and/or meter location columns
Both electric and water/sewer readings on one easy to use worksheet
8.5×11 Utility Bill template

2012: Version 3


Main screen default sort = route/order
When changing route/order, position in list stays put (doesn’t re-position at the top)
Edit – Configuration – Customers : highlights entire row when customer has missing info
Ability to mark readings as estimated / adds a message on bill for customer
Import account numbers from QuickBooks / view & sort by account numbers in meter reading screen
Ability to export individual bills at a time into QuickBooks / Ability to re-bill through Utility Billing Module
Include previous balance as a separate line item on invoice
Include current balance plus potential late fees on invoice
Import/Export meter readings with Excel (allowing integration with handheld meter reading systems)
Ability to re-size all columns on data entry screen
Late charges can now be assigned to individual items or all items at one time
Ability to de-select indiviual “Invoiced” checkboxes or entire column to easily re-bill
Added a utility bill Memo field which exports to QuickBooks
Added “previous balance” and “anticipated balance with late fees” to invoice template

2013-2014: Version 4


Multiple meters per customer
Sales taxes applied per meter per customer type
Handheld reader integration with Sensus® and Badger® with ability to add integration for other readers as well (We will add integration for your reader at no cost to you)
Ability to print water and electric meter sheets independently
Ability to highlight water readings on a combined meter sheet
Meter memo field and Reading memo field
Historical Readings & Usages report
Allows for a manual override for usages
Usages allow decimals
Saves overridden usages
Allows installation on a network server
Highlights negative usage readings
Highlights customer with open credit balances
Send invoices to QuickBooks marked “To Be Printed” and/or “To Be Emailed”
Allow for a minimum late charge
Add NW, NE, SE, SW to default Meter Locations
Prompt to change invoice date & due date before creating invoices

2015-2018: Version 4.14


Multiple flat rates per utility type
Multiple tiered rates per utility type
NACHA file for ACH/Auto Pay processing
Faster processing
Filter customers
Custom ordering for print jobs
Option to mark late charge invoices to be Printed or to be Emailed
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