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Multiple E-Bill Templates

Setup -> Configure E-bill

For the most part, we send out the same e-bill with the same verbiage each billing cycle. However, twice a year, we have to edit our e-bill to include verbiage about our water quality reports. Because we have (3) different districts, we have to edit our e-bill configuration (3) times. Rather than editing our e-bill verbiage, we would like a way to save multiple e-bill templates. That way, we can just pick which e-bill we would like to send.

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Audri shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminTodd Smith (Delivery Manager, CUSI) responded  · 

Thanks for voting on this idea. We're happy to share that the ability to configure multiple e-Bill templates has been delivered on our browser-based UB4 platform. Users can now configure multiple e-Bill templates in UB4 and select the appropriate template as needed.

This enhancement was built specifically for UB4 and represents the path forward for this capability. If your organization would like to take advantage of this feature, our Customer Success Team would be glad to talk through what a transition to UB4 could look like for you.

To start that conversation, or to discuss the future of UB4 for your organization, please reach out to our Customer Success Team.

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  • Anonymous commented  ·   ·  Report

    This would be a benefit for others as well.

  • Candace commented  ·   ·  Report

    Ebill and email templates should also save the subject line.

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