User Guide - Client / Clientele

JuaBill is an online portal that provides Property Managers real time access to tenant account info, bills, payment information. It is designed to be used on desktops, laptops and tablets to empower its users by providing real-time information for payments and client history trails.

• How to Login into JuaBill
• How to Change my Password
• How to Update my Account Details
• How to Reset/Recover Password
• How to Check for my Current Bill
• How to Import Property Data to Account (CSV Import)
• How to Add Clients to Property (CSV Import)
• How to Add Meters to Property (CSV Import)
• How to Create Opening Balances for Clients (-/+)
• How to Create a Monthly Billing Period for Water Billing (every 30 days)
• How to Add Meterreadings (CSV Import)
• How to Check Meterreadings for Errors

How to Login into JuaBill

• Access the platform via http://juabill.com

If you are not already registered on the platform, kindly contact your Property Manager.

• Click on Login

• Input your Phone Number and Password click Login

• Select Continue under HOUSE to access your House Dashboard

How to Change my Password

Make sure you're logged in into your Account. If not, see how to Here

• Step 1: Access your Account Settings on the top right corner of your Dashboard under your Username.
• Step 2: Select Account Settings upon the revealing the options

 

•  Change your password details as desired (as shown in the highlighted fields below)

• Follow through the 3 Steps by clicking Next. 

Select Finish when done.

 

 

How to Update my Account Details

Make sure you're logged in into your Account. If not, see how to Here

• Step 1: Access your Account Settings on the top right corner of your Dashboard under your Username.
• Step 2: Select Account Settings upon the revealing the options

 

• Input or change the details as needed.

Update; name, email and phone number, or contact details like address, city, state or province, country and zip code.

• Follow through the 3 Step process by clicking Next. 

Select Finish when done.

How to Reset/Recover Password

To recover your password:

• Access the platform via juabill.com

• Select Login

• Click Forgot password
• Input the required details: your phone number (used upon registration)

                        

•  Await for a password reset email.

This reset email shall be sent to the email associated with your account.

• You will receive a password reset link in the email. Follow as the email instructs and update your password.

LINK

• Update your password as required once prompted upon opening the Link.

Click Submit. Proceed to Login/Sign In 

 

How to Check for my Current Bill

To check for your bill(s) online

• Access the platform via http://juabill.com

Make sure you're logged in into your Account. If not, see how to Here

• Select Continue under HOUSE to access your House Dashboard

• Your most current bill is displayed on the House Dashboard under Outstanding Bill
  

 

 

 

 

 

How to Import Property Data to Account (CSV Import)

Make sure you're logged in into your Account. If not, see how to Here

How to Add Property Unit Owners / Property Clients / Meter Clients to JuaBill

Locate Tenancy on the Menu on the left-side of the page.

Step 1: Click on the arrow and select House Owners.

Navigate to the Top right of your Desktop Screen, click on 'Add owner via excel'.

Step 2: Select 'Download Template'

Populate the Excel sheet and save.

 

Step 3: On 'Add owner via Excel', select 'Upload Excel' 

 

 

Step 4: Click on choose file and select the saved excel sheet.

 

Step 5: Finish off by clicking on upload.

 

 

 

 

 

 

How to Add Clients to Property (CSV Import)

Pointers;

- Use Section 'Tenant Contacts Import' from 'How to Import Property Data to Account (CSV Import)' (This Editor has a Drawing Manager FlowChart Tool__^

- Generally demonstrate with screenshots Tenant Contacts Import Only

- Note; Clients are often sent inviation Text and Emails make sure to include Example Screenshot if possible (consult Emmanuel)

Extras (not urgent);

- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot

How to Add Meters to Property (CSV Import)

Pointers;

- Use Section 'Meters Import' from 'How to Import Property Data to Account (CSV Import)' (This Editor has a Drawing Manager FlowChart Tool__________^

- Generally demonstrate with screenshots Meters Import Only

- Note; Also Highlight 'Assign Meter number' feature (consult Emmanuel)

Extras (not urgent);

- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot

How to Create Opening Balances for Clients (-/+)

Pointers;

- Generally demonstrate with screenshots Call Outs for - Add; Arrears and Cash Balance (This Editor has a Drawing Manager FlowChart Tool___________^

- Note; Also Highlight the 'Confirmation of Successful' posting reflected on Tenant Statement

- Note; Hint 'on How Opening Balances are rendered as - Arrears on Bill or As Standing Order FIFO - (consult Emmanuel)

Extras (not urgent);

- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot

How to Create a Monthly Billing Period for Water Billing (every 30 days)

Pointers;

- Generally demonstrate with screenshots How to 'Add New Billing Period' Only (This Editor has a Drawing Manager FlowChart Tool___________________^

- Note; Also Highlight 'Opening Reading' feature (consult Emmanuel)

- Note; Hint 'Preview Billing Report' feature after successfully creating 'Add New Billing Period' (consult Emmanuel)

Extras (not urgent);

- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot

How to Add Meterreadings (CSV Import)

Pointers;

- Generally demonstrate with screenshots Meterreadings Import Only (This Editor has a Drawing Manager FlowChart Tool__________________________^

- Note; Also Highlight 'Checkreadings' feature after successful 'Import' (consult Emmanuel)

Extras (not urgent);

- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot

How to Check Meterreadings for Errors

Pointers;

- Generally demonstrate with screenshots Common Reading Errors flagged by Red and Amber (This Editor has a Drawing Manager FlowChart Tool_______^

- Note; Also Highlight the 'Confirmation of Readings' notification feature (Workflow Emails and SMS)

- Note; Hint 'Preview Billing Report' feature will fail if checkreadings has errors (consult Emmanuel)

Extras (not urgent);

- You may Highlight Call Outs for Import Success and Failure or Errors where necessary and suggest possible troubleshoot