How do I set up customer types?

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• How do I set up a customer with more than one customer type?

  Customer types You can assign one customer type to each customer. If you need to assign more than one customer type, then you can create a new customer type that will include both customer types in it, or create a user-defined field. 202302, ...

• How do I set up a payment type to print a receipt for the customer?

  Set up the default options on a payment type to print a copy of the receipt to give to the customer. When you select the payment type and this option is selected, saving the payment entry will save and print a copy of the receipt. Printing a receipt ...

• How do I set up a payment type to print a receipt for the customer?

  Set up the default options on a payment type to print a copy of the receipt to give to the customer. When you select the payment type and this option is selected, saving the payment entry will save and print a copy of the receipt. Printing a receipt ...

• How do I set up net metering?

  Set up Net Energy Metering (NEM) for utility customers. Net Energy Metering (NEM) is for utility customers who generate some or all of their own electricity to receive an energy credit for the energy that is not used when it is generated. For ...

• How do I set up action codes?

  Add, edit, or delete action codes. An Action Code is a description a user can assign to a transaction that occurs in the Utility Management program. If the Utility Management Service Orders interface is enabled, you can also use the action code to ...