Delinquent_List/Notices

Delinquent List/Notices

A delinquent account is an account that is overdue in payment. You can print the delinquent list to find out which accounts are past due. Using the list gives you the opportunity to make sure that accounts which are not delinquent are not included on the list, or vice versa. When you're sure the list is correct, you can switch the option on this report to print the delinquent notices. A delinquent notice is a warning letter to let the account holder know that the account status is delinquent.

 

Print delinquent list

Print a delinquent list to find out which accounts are past due.

Do this...

1. Open Connect Utility Management > Reports > Delinquent List/Notices..

2. Select a report title.

3. Select the due date.

The due date is the date when payment is owed.  

Do you want to use the default date as the due date?

  • Yes, I want to use the default date as the due date. Do nothing. This is the default setting.

  • No, I want to use a different date as the due date. Click to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.


4. Select the Mailing Date.

The mailing date is the date the statement will be sent.

Do you want to use the current date as the mailing date?

  • Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.

  • No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the drop-down list, or click Advanced Options.  


5. Click to select Print Delinquent List.

4. Set up the option to Print a Line Between Plots.

This option inserts a solid line after each plot to make the list easier to read.


Do you want to print a line between plots?
  • Yes, I want to print a line to separate records. Select the checkbox.

  • No, I want to print records as is. Deselect the checkbox.  


6. Set up the option to Include Payments Through.

When a customer makes a payment before the payment due date, the payment is on time. The customer account is in good standing. On the other hand, when a customer does not make a payment before the number of delinquent periods has elapsed, the customer account is a delinquent.

When a customer with a delinquent account makes a payment before the date in the Include Payments Through field, the customer will not be included on the report.

Do you want to exclude customers that have made a payment on a delinquent account by the given date?

  • Yes, exclude customers that have made payments. Click to select the field. Use the field to enter a MM/DD/YYYY.

  • No, do not exclude customers that have made payments. Click to deselect the field.


7. Click Print or Preview.

 

Print delinquent notice

Print a warning letter to let the account holder know that the account status is delinquent.

Do this...

1. Open Connect Utility Management > Reports > Delinquent List/Notices..

2. Use the same report options that you used to print the delinquent list. 

3. Click Print or Preview.


 

Options

Due date

The due date is the date when payment is owed.  


Forms

A form is a document that has been set up to print information, such as text, titles, or variables.


Include payments through

When a customer makes a payment before the payment due date, the payment is on time. The customer account is in good standing. On the other hand, when a customer does not make a payment before the number of delinquent periods has elapsed, the customer account is a delinquent.

When a customer with a delinquent account makes a payment before the date in the Include Payments Through field, the customer will not be included on the report.


Mailing date

The mailing date is the date the statement will be sent.


This option inserts a solid line after each plot to make the list easier to read.


A delinquent list uses the program settings to select accounts that are past due. It may be helpful to print or preview the delinquent list before the delinquent notices are printed to make sure the list is correct.


A delinquent notice is a warning letter to let the account holder know that the account status on the account is delinquent.


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