How_do_I_add_a_service_to_a_customer_

How do I add a service to a customer?

Add another service to a customer that is already set up. You can customize the service options and settings at the customer level.


Adding a service to a customer

1. Open Connect Utility Management > Customers > Modify Exsisting Customers.

2. Look up a customer and then press Enter.

3. Click to select the Services tab. 

4. Click Add a New Billing Service.

The Add Billing Service Form displays.

 

Add Billing Service Form

 

5. Use the Service menu to select the service to add to the customer.

6. Enter an Append to Description.

7. Click OK.

The service is added to the customer.

8. Set up the service options and settings.

9. Click Save (CTRL+S).

The service is set up.

Published 05Oct2017

 

 

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