Creating Bill Forms
Updated: 08/03/2022
Article #: 10
Setting Up a New Bill Form
Bill Forms are used as saved formats for sending customers ad-hoc bills.
- Most billing statements are handled through BMS statements or Online-BillPay and do not require setting up a Bill Form.
1. Select System Tools > Database Setup > Customer and Billing > Bill Forms.
2. Select 'New'.
3. Enter Name and Description.
4. Select the format.
5. Enter Subject and Message if desired.
6. 'Save'.
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