Penalty, utility bill, shut-off, and delinquent minimum balance

A minimum balance refers to the lowest amount of funds or credit a customer is required to maintain on their utility account to keep service active, avoid late fees or penalties, or qualify for certain billing plans. 

Webinar: Setting up minimum balances 

 

Setting the penalty minimum balance

A penalty minimum balance is the smallest amount that is past due that can be billed a penalty. The minimum balance is the amount the system will use to determine whether or not to bill penalty.

Do this...

1. Open Connect Utility Management > Organization > Organization.

2. Find the Penalty Minimum Balance field on the General tab.

3. Use the Penalty Minimum Balance field to enter the smallest amount that is past due that can be billed a penalty.

4. Click Save (CTRL+S).

The penalty minimum balance is saved.

 

Setting the shutoff minimum balance

A shutoff minimum balance is the smallest amount that is past due before the utility service can be shut off. The minimum balance is the amount the system will use to determine whether or not to shut off service.

Do this...

1. Open Connect Utility Management > Organization > Organization.

2. Find the Shutoff Minimum Balance field on the General tab.

3. Use the Shutoff Minimum Balance field to enter the smallest amount that is past due that can shut-off service.

4. Use the Shutoff Periods field to enter the number of periods an account must carry each period that is equal or less than the shutoff minimum balance.

5. Click Save (CTRL+S).

The shutoff minimum balance is saved.

 

Setting the delinquent minimum balance

A delinquent minimum balance is the smallest amount that is past due before the utility service is delinquent.

Do this...

1. Open Connect Utility Management > Organization > Organization.

2. Find the Delinquent Minimum Balance field on the General tab.

3. Use the Delinquent Minimum Balance field to enter the smallest amount that is past due before the service is delinquent.

4. Use the Delinquent Periods field to enter the number of periods an account must carry each period that is equal or less than the delinquent minimum balance.

5. Click Save (CTRL+S).

The delinquent minimum balance is saved.

 

Setting the utility bill minimum balance

A utility bill minimum balance is the smallest amount that is due that can be billed. The minimum balance is the amount the system will use to determine whether or not to send a utility bill.

Do this...

1. Open Connect Utility Management > Organization > Organization.

2. Find the Utility Bill Minimum Balance field on the General tab.

3. Use the Utility Bill Minimum Balance field to enter the smallest amount can be billed.

4. Click Save (CTRL+S).

The utility bill minimum balance is saved.

 

 

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