Water Billing Company Setup

Use Settings in the water workspace to configure the company before your team starts billing.

Open water settings

1. Sign in to EasyBill.
2. Confirm you are in the water company workspace.
3. Open Settings from the secondary navigation.
4. Use the Settings sidebar or search to find each section.

Company and information

1. Open Company.
2. Review setup progress and company identity.
3. Open Information.
4. Review contact information and company details.
5. Edit only the rows that need changes.
6. Save each edited row.

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 when your company has an approved sender name.
5. Open Payments.
6. Enable the payment methods your company accepts.
7. Review validation rules for M-Pesa manual payments, cheques, and payment proof.
8. Save the section.

Customer types and pricing

1. In Billing, open Customer Types & Pricing.
2. Add each customer category your company uses.
3. Add the pricing details required by that category.
4. Save the category.
5. Repeat for each category.

Service zones

1. In Billing, open Service Zones.
2. Add each zone, route, region, estate, court, or service area your company uses.
3. Use names your team already recognizes in the field.
4. Save the zone.

Fixed monthly charges

1. In Billing, open Fixed Monthly Charges.
2. Add meter rent or other fixed recurring charges your company bills.
3. Confirm the amount and related meter size or charge label.
4. Save the charge.

Notifications

1. Open Notifications.
2. Review the notification controls available for your company.
3. Turn on only the customer notification channels your company actively uses.
4. Confirm SMS Balance if your company sends SMS through EasyBill.
5. Save changes.

Final setup check

1. Open Customers and confirm customer creation is available.
2. Open Meters or Meter List and confirm meter creation is available.
3. Open Bills and confirm bill records can be viewed.
4. Open Money and confirm payment records can be viewed.
5. Invite staff from Team only after the setup sections are correct.

Note

Payment, SMS, and billing behavior depends on your saved company settings and backend configuration. Do not assume a payment or message will be processed until the relevant Settings section is complete.