How do I search for customers with deposits who are missing a deposit service? (2023.11)
If a customer has a deposit, the the customer should have a billing service tied to the deposit. Finding a customer who has a deposit that is not tied to a billing service is an issue that needs to be fixed by refunding the deposit, adding the billing service to the customer account, and then enter the deposit for the billing service again.
Finding customers who are missing a deposit service
1. Open Connect Utility Management > Organization > Checkout.
2. Click to select Check for Customers Missing the Deposit Service.
Deposit Information
3. Click GO (CTRL+G).
The error report will
202311, 2023Oct31
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Error: Customers missing a billing service for the deposit
Issue A customer has a billing service that requires a deposit but a deposit is not recorded. Explanation A customer should have a billing service for each deposit. Solution These steps will link the billing service to the deposit. Refund the ...Error: Services with a deposit balance that do not allow deposits
Issue There's a service tied to an account that has a deposit. But the service does not allow deposits, so the customer should not have a deposit for this service. Explanation A service that does not allow deposits has a deposit balance on an ...Error: Customers with a deposit missing a date
Issue A customer has a deposit but the deposit does not include the date when the deposit was recorded. Explanation Each deposit transaction should include the deposit amount and date. Solution Contact customer service at (800) 228-9851 for ...How do I allow service deposit?
Set up a service to allow a deposit. When a service allows a deposit, adding the service will add the service deposit to the list of services that allow a deposit. As you set up a new customer, you can choose to add or not add the service deposit. ...Error: Customers missing final disconnect date on a billing service
Issue A final bill customer is missing the final disconnect date on a billing service that was disconnected with the final bill. Explanation A final bill customer should have a final disconnect date on each billing service that will not be billed ...