How do I show current service charges in Enter Payments?
Set up the default options on a service to show the current service charges in Enter Payments so a customer can pay off current charges. Connect will add the billed amount for the current period to the balance that displays in Enter Payments (Utility Management > Customers > Enter Payments). When this option is not selected, the account balance will show the account balance due for the prior period.
Account Balance in Enter Payments
Warning! To show current charges in Enter Payments, do not set up the option to Advance Bill. Both options should not be selected at the same time.
Showing current service charges in Enter Payments
1. Open Connect Utility Management > Organization > Services.
The Include Current Charges in Payment Entry checkbox is located on the Service tab.
2. Click to select the checkbox titled Include Current Charges in Payment Entry.
Warning! To show current charges in Enter Payments, do not set up the option to Advance Bill. Both options should not be selected at the same time.
3. Click Save (CTRL+S).
The account balance in Enter Payments will include the billed amount for the current period.
Updated 13Dec2017
Showing current service charges in Enter Payments
1. Open Connect Utility Management > Organization > Services.
The Include Current Charges in Payment Entry checkbox is located on the Service 1 tab.
2. Click to select the checkbox titled Include Current Charges in Payment Entry.
Warning! To show current charges in Enter Payments, do not set up the option to Advance Bill. Both options should not be selected at the same time.
3. Click Save (CTRL+S).
The account balance in Enter Payments will include the billed amount for the current period.
09Oct2017
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