DMS Billing
There is an optional Billing tool for DMS called the Tariff Allocation Module (TAM). If you have purchased the TAM, the Billing Modules will be available in a Billing tab on the DMS home page.
Billing Overview
The Billing tool is used to accumulate account items for each customer account and to generate invoices for those account items. Invoices are issued for a billing period defined by the billing schedule.
When Rubicon installs the Billing tool, it will create billing accounts and invoice contacts for each property to be invoiced. Accounts are where account items for the property are accumulated during each invoice period. A billing contact is the person to whom an invoice is sent.
To start using the Billing tool you must:
- Configure charges that are used to generate account items such as variable water charges or standard fees. Charges can be applied for a group, or just to individual accounts.
- Create billing schedules to include invoicing periods.
At the end of each invoice period, you can generate an invoice for all of the properties in the Billing group. Any account items generated in that period will automatically be added to the invoice for each account.\