Utility Invoice - Find Invoice

The Utility Invoice - Find Invoice page allows you to search for previously saved utility invoices based on a complex set of criteria you define. Once you have located the desired invoices, you can select one from the search results and view/modify the invoice detail information.

To find invoices:

1. Access the Utility module by clicking the Utility link at the top of the page.

2. Select the Invoices tab.

   The Utility Invoice - Enter Invoice page opens.

3. Click the Find Utility Invoice link.

4. Specify any of the following criteria to define the set of invoices you want to find:

   • Utility Provider – Enter the name of the utility who sent the invoice.

   • Utility System – Select the utility system associated with the invoice.

   • Meter Site – Select the meter site associated with the invoice.

   • Billing Period – Select the billing period associated with the invoice.

     Only applicable Month/Year combinations are available.
     

   • Invoice Status – Select the status of the invoice, for example, Open, Partial, or Approved.

   • Invoice # – Enter the invoice number given by the utility provider.

   • Invoice Date – Specify two date values to find invoices that were created within a specific date range.

   • Receipt Date – Specify two date values to find invoices that were received within a specific date range.

5. Once your search criteria are defined, click FIND to display the results.

   You can sort the results table by clicking any of the column headings and use the navigation controls at the bottom of the table to skip between pages of results. The following columns of data are displayed:

   • Voucher # – the unique number associated with this invoice by the system; click this link to open the Utility Invoice – Invoice Details page

   • Invoice # – the invoice number, provided by the utility provider

   • Utility Provider– the utility provider that sent the invoice

   • Billing Period – the billing period associated with the invoice

   • Status – the status of the invoice, for example, Open, Partial, or Approved

   • Consumption – the total amount of consumption ( in appropriate units, for example, kWh) billed on this invoice

   • Total Amount – the total dollar amount billed on this invoice