How To: Add a New Meter Reading

Learn how to create new Utility Meter Readings and add them to your guests' invoices.

Summary:

This article guides users through the process of adding a new utility meter reading and assigning it to an invoice within the Site Meters feature. It ensures accurate recording of readings and facilitates streamlined billing processes.

Prior to Adding a Reading

Before proceeding to create a new reading, ensure the following::

1. Verify that Utility Metering is set up in your Admin Site.
   1. Refer to the directions found here: How To: Set up Utility Metering
2. Complete an Initial Meter Reading: Before guests check in to a metered site, it's advisable to confirm the existing or last reading to establish a clean "start" reading for invoicing. 
   
   1. If you find you need to update the starting reading in Campspot, follow the directions found here: How To: Set up Utility Metering

Step 1: Find the Site for the Meter Reading

1. Navigate to Utility Metering
2. Select the desired site from the list of Active meters.

(the screen recordings below do not include sound)

Step 2: Initiate New Reading

1. Click the 'New Reading' button.
2. Ensure you've chosen the correct utility or meter type if there are multiple options (e.g., water and electricity meters).

Step 3: Complete the New Reading Form

• Fill out all required reading information ensuring its accuracy.
• Decide whether to directly add the reading to an invoice.
• Select the correct invoice if applicable, with the system automatically suggesting one based on the reading date.
• Optionally, send a new charge email to the guest upon entering the reading, containing a payment call to action.
• If preferred, defer adding the reading to an invoice or sending the new charge email immediately for later completion.

Note: The example above is for a long term reservation that is using recurring billing in order to bill their guest monthly.