Complete

The Complete button causes a bill to be finalized and marked for transmission to the customer. Refer to Bill Lifecycle for information about what happens during bill completion.

This button is enabled if:

• the Freeze At Will Bill Segment Freeze Option on the installation option has been selected AND
• the bill is pending AND
• there are no bill segments or there are bill segments and all are frozen or canceled.

When clicked, the Complete window opens.

If the User May Override Bill Date option has been enabled on the Installation Record, you may override the Bill Date prior to completion. Otherwise, the Bill Date is the current date and cannot be changed. The current date defaults when the window opens. If completing a correction note, the user is prompted to enter a Correction Note Date instead of a bill date in the Complete window.

After specifying the above parameters, click Calculate to complete the bill.