How do I set up my default values to allow a zero amount deposit?

Setup New Customers - Options

Change my default settings to allow deposits for a zero amount on new customers.

Contents

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

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

2. Click Options (F12).

3. Click to select the Deposits/Notes tab.

Deposit/Notes tab

4. Click to select the checkbox titled Allow Zero Amount Deposits.

Allow zero amount deposits

5. Set up Create a Zero Deposit for [the first service/all services] Without an Allocation.

Create a zero deposit for x without an allocation

6. Click OK.

You can set up a deposit for a zero amount on a new customer.

Updated 08Aug2018