Quick Start for Admins

This guide gets a water-billing admin from first sign-in to a usable billing setup. Follow the steps in order and save each section before moving on.

1. Sign in or create your account

1. Open the EasyBill app URL provided by your organization.
2. If you already have an account, enter your email and password on the sign-in screen.
3. If you are creating a new company, open the sign-up flow and complete the registration form.
4. After signing in, confirm that the company name in the header is the company you want to configure.

2. Open Settings

1. In the water workspace, open Settings from the secondary navigation.
2. Use the Settings sidebar or section list to move between sections.
3. Complete these sections first: Company, Information, Billing, Payments, and Notifications.

3. Complete company information

1. In Company, review the setup checklist.
2. In Information, edit the company contact details that appear in your account.
3. Save every edited row before leaving the section.

4. Configure billing and payments

1. Open Billing.
2. Set the Pay bill number if your company uses one.
3. Set the Billing cycle.
4. Set the SMS sender ID only if your company has a sender name to use.
5. Review Payment Methods and enable only the payment options your company accepts.
6. Review Payment approvals if your company requires approval for manual payments.

5. Add billing records used by water billing

1. In Billing, open Customer Types & Pricing and add the account categories your company uses.
2. Open Service Zones and add the regions or service zones your team uses for grouping customers.
3. Open Fixed Monthly Charges and add recurring meter rent or fixed charges if your company bills them.
4. Open Billing Setups if your company needs saved billing templates.

6. Add staff

1. Open Team from the water secondary navigation.
2. Select the add or invite action.
3. Enter the staff member’s name and contact details.
4. Choose the role or permission set that matches the work they should do.
5. Save the invite.

7. Add customers and meters

1. Open Customers.
2. Add or import customer account records.
3. Open Meters or Meter List.
4. Add each meter and link it to the correct customer or account.
5. Use search and filters to confirm the records appear in the list.

8. Review the first billing cycle

1. Open Meters and review the To Read tab.
2. Capture or import the required readings.
3. Open Bills or Water Bills to review generated bills.
4. Open Money to review payments and credits.

Note

If a section is missing, your role may not include that permission or the module may not be enabled for the company.