How do I create billing transactions when I set up a new customer?

Setup New Customers - Options

Bill an amount for setting up a new customer.

Contents

How do I create billing transactions when I set up a new customer?
1. What's new
1. Creating billing transactions on new customers

What's new

2018.11 or later. See what's new in the 2018.11 release. Rewrite of features and options.

Creating billing transactions on new customers

1. Open Connect Utility Management > Customers > Setup New Customers.

2. Click Options (F12).

3. Click to select the General tab.

4. Find the section titled Create Billing.

Create Billing

Select the checkbox titled Create a Billing Transaction On New Customers.

This checkbox makes the options in this section available.

Service

Select a service to assign to the billing transactions.

Amount

Enter the amount to bill.

Description

Enter the transaction description.

Use Period/Cycle Date for Billing Transactions

Select the checkbox to use the current period/cycle date to create the billing transaction. Do not select the checkbox to use the current date.

Open Enter Manual Billings When Saving

Select Yes to always open Enter Manual Billings after the new customer is saved. Select Prompt to ask the user to open Enter Manual Billings, the user can choose to skip it. Select No to save the new customer without opening Enter Manual Billings.

5. Click OK.

The default setting will create a manual billing when a new customer is set up.

Updated 08Aug2018