Bill - Bill Routings

This page is used to view the recipients of a bill. Refer to Printing Bills for a discussion of how this information is used to produce bill images.

This page is also used to request a new copy of a bill. Refer to How To Reprint A Bill (For The Original Recipients or For Someone New) for a description of how to do this.

Use Main Menu > Billing > Bill and navigate to the Bill Routings tab to open this page.

Description of Page

Bill Info contains a concatenation of important information about the bill (e.g., the bill date, its status, due date, ending balance).

Bill ID is the system-assigned unique identifier of the bill.

The Bill Routing Information scroll contains an entry for each recipient of the bill. This information is disabled after the bill has been routed to the recipient. The remainder of this discussion describes the fields that can be defined for each recipient of the bill.

Person ID identifies the person who was originally associated with the routing record. You may change the Person ID to any person in the system as this information is only used to default the recipient's name and address information, below.

The Bill Routing Parameters area contains information explaining how and when the bill is routed to the recipient. This information is gray when the rill routing information has been extracted or if a bill is reopened:

• Bill Route Type is the method used to transmit the bill to the taxpayer. If the Person ID is linked to the account, the bill route type defaults from the person's Account - Person Information.

• Sequence is the system-assigned identifier assigned to this bill routing.

• Batch Control is the identifier of the batch of bills in which the recipient's copy was downloaded. The batch process is defined on the Bill Route Type.

• Extract Date/Time is the date and time the bill was downloaded. This information only appears after the download has commenced.

• Format indicates if the taxpayer should receive a Detailed or a Summary bill. If the Person ID is linked to the account, this information defaults from Account - Person Information.

• Reprint is checked if a user created this routing. This switch is populated by the system and is always protected.

• Turn on Do Not Extract if the bill should not be routed to the individual for whatever reason.

• Copies indicates the number of copies of the bill the person receives. If the Person ID is linked to the account, this information defaults from Account - Person Information.

• PO ID is the purchase order Id the taxpayer wants printed on their copy of the bill. If the Person ID is linked to the account, this information defaults from Account - Person Information.

• Intercept is the user ID of the individual who wants to review the bill before it is sent to the taxpayer. This field is only populated when the account has a Bill Print Intercept specified. Intercept information is defined on Account - Main Information.

The Mailing Address Information area contains the recipient's name and address.

• If the recipient has an override mailing name, Name1, Name2 and Name3 contain the person's override mailing name. Otherwise, Name1 contains the recipient's primary name (this name might also include a prefix or suffix if the related Account - Person relationship has these fields defined).

• The remaining fields are the recipient's address. Refer to The Source Of Bill Routing Information for information about how the system constructs the recipient's address. Note:

• If the recipient's address is a mailing address (as opposed to fax or email), the Country associated with the address controls the fields that appear in the address. Refer to Defining Countries for more information on the address constituents.

• If a user manually adds a routing record, the mailing address information defaults from the information on the current routing record.

• If a user specifies a Person ID that is linked to the bill's account, the Bill Route Type defined on the Account - Person record is defaulted.

• If a user specifies a Person ID that is not linked to the bill's account, the Bill Route Type on the installation record is defaulted. Note, if the bill route indicates the bill is routed via the postal service, the system will only be able to default the person's address if the person has an override mailing address on their correspondence information.

• If the user changes the Bill Route Type after the initial default, the system populates the address information as described under The Source Of Bill Routing Information.