How do I enter a utility deposit when a customer does not have a utility account?

Workspace

You can use Enter Payments to receive a deposit for a new utility customer even when the utility account has not been set up in Utility Management.

Webinar: Entering a utility deposit when a customer doesn't have a utility account

Webinar: Using pending deposits for non-utility customers

Before you get started

Add a category to Cash Receipting for Utility Management - Deposits.

Entering a utility deposit

1. Open Connect Cash Receipting > Payments > Enter Payments.

2. Enter Utility Deposits as the Category.

3. Use the Customer field to enter the customer's name.

Tip! You can enter the customer's name followed by the customer's address in parenthesis, like this... Tommy Jones (1234 N Main St). The address will help you know the name of the customer when you set up the utility account.

4. Finish the payment as usual.

The customer's payment will update to Utility Management. Since a customer number is not tied to the deposit, you'll need to set up the customer's utility account in Utility Management (Utility Management > Customers > Setup New Customer). Then, you'll use Enter Deposits in Utility Management to assign the deposit received in Cash Receipting to the utility customer.

2017Nov14