How do I adjust a service balance?

Apply a credit to a service balance.

You can use a payment adjustment to apply a credit for one service to the balance left on another service. This routine works like Reallocate Credit Service Balances but using this routine allows you to manually allocate the credit service balance.

Contents

How do I adjust a service balance?
1. Watch a video
2. Adjusting a service balance

Watch a video

See what's new in the 2018.11 release (0m42s). Renamed Adjust Service Balance to Manual Adjustment.
To watch a video on adjusting a service balance, see CIMS #2696 to view Training Video: Connect Utility Management Payment Adjustment Routine (19m10s).

Adjusting a service balance

1. Open Connect Utility Management > Customers > Enter Payment Adjustments.

2. Click to select the field titled Customer, and enter a customer name or number.

The services assigned to the customer display in the section titled Enter Amounts to Reallocate.

3. Use the Action menu to select Manual Adjustment. Press Enter.

The default description displays in the Description field. You can also change the default description.

The customer's service balance displays in the field titled Amount.

You can skip the Check No. field.

You can enter a receipt number in the Source ID field.

4. Use the Adjustment column in the section titled Enter Amounts to Reallocate to enter the amount to apply to each service.

Remember to enter a positive amount to enter a credit to remove a service balance, and then enter a negative amount by keying the minus (-) sign to allocate the customer's credit balance to another service balance.

Example: In this example, the customer has a credit balance of $27.06. AnyCity uses the option to Adjust Service Balance to allocate the service balance of $27.06 to the services for Garbage and Miscellaneous. See how the allocated amounts are recorded as a negative amount in the Adjustment column?

Service	Balance	Adjustment
Electric	27.06-	27.06
Garbage	17.06	17.06-
Miscellaneous	10.00	10.00-
Sales Tax	00.00	00.00
Penalty	00.00	00.00

The reallocated total must equal the amount displayed in the Amount field.

5. When you're finished, click Save (CTRL+S).

The customer's service balance has been reallocated to the selected service balances. The saved transaction displays in the transaction history pane on the right.

Updated 21Aug2018