Settings

⚙️ Utility Billing Settings

The Utility Billing Settings Doctype centralizes critical configuration options for managing automation, service flows, customer onboarding, penalties, and document creation in ERPNext.

Utility Settings Screenshot

📦 Sales & Stock Settings

Field	Description
Sales Order Creation State	Sets whether Sales Orders are created in `Draft` or `Submitted` state during utility workflows.
Stock Entry Creation State	Determines the default state (`Draft` or `Submitted`) of Stock Entries linked to utility processes.
Create single invoice for multiple sales orders per customer	If enabled, merges multiple Sales Orders for a customer into a single Sales Invoice.
Sales Invoice Creation State	Specifies if Sales Invoices are automatically created as `Draft` or `Submitted`.

📝 Service Request Settings

Field	Description
Create Customer from Utility Service Request on Submit	Automatically creates a Customer when a Utility Service Request is submitted.
Enable Adding Extra Rows for SO/SI Creation	Allows extra table rows for complex billing structures when generating Sales Orders or Invoices.
Enable Site Survey	Enables site surveys as part of the utility request process before generating contracts or documents.
Require Deposit Before Contract Creation	Prevents contract creation unless a deposit is received.
Require Contract Before Sales Invoice Creation	Blocks invoice generation unless a valid contract exists.

🧾 Recurring Billing Approach

Field	Description
Rent Billing Approach	How recurring rent is generated. Auto Repeat copies the reference document on schedule; Item Price bills at the rate valid on the billing date.
Auto Create Property Service Item	Creates and links a service item named after the property, used as its rent billing item.
Service Item Group	Item group used when creating the service item of a property.
Item Price UOM	UOM used when generating Item Prices from an item price schedule.
Default Price List	Fallback price list used on a Utility Service Request when neither the request nor the customer provides one.

See Rent Billing by Item Price for the full workflow.

🧪 Demo Data

Field	Description
Generate Demo Data	Creates sample utility billing records for testing purposes.
Clear Demo Data	Removes all previously generated demo data from the system.

Utility Billing

⚙️ Utility Billing Settings

📦 Sales & Stock Settings

📝 Service Request Settings

🧾 Recurring Billing Approach

🧪 Demo Data

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