SmartFusion Modules > Utility Billing > Customer > Enter/Edit UB Customer > Locations Tab > Billing Options

Recent Changes:
6.225 - Added begin date and end date fields for on hold and will display when the on hold checkbox is checked.

6.192 - Added a comment field to the omit from billing flag on the Billing Options screen; Added omit bill print comment field value "Paperless Billing" if Paperless Billing is enabled from MGH.

6.100 - Added the functionality to setup bank draft on one location  and copy it to all unfinalized locations  for that account.

6.95 - New settings have been added for "Credit card on file" and "Day of month"  

6.62 - Cleared out Budget Billing Date for customers settling a contract

6.60 - Added option to send an electronic bill

6.59 - Disabled the checkbox for Budget Billing if there is a budget billing amount on the screen so as to NOT allow a user to uncheck the budget billing option on the enter/edit Customer screen without them doing a settlement.

Explanation of Selections

Bank draft status

  • Not Participating
  • Pre-Notification
  • No Longer Participating
  • Participating
  • Temporarily Not Partic (temporarily not participating)
  • Pre-Note Temp Not Partic (pre-notification temporarily not participating)

Payment code - Used to automatically record the bank draft payment as soon as the ‘Post Bank Draft Payments’ option is run

Routing code - This number is usually nine digits long and normally is at the beginning of the series of numbers located on the bottom of the customer’s check

Bank account - Used to identify the customer’s bank account number, which usually follows the routing number in the series of numbers located on the bottom of the customer’s check
Bank account last change date
Is savings account

Bank draft amount
Draft day
Copy Bank Drafts - When clicked will bring up a modal screen that has a grid with all the unfinalized locations associated to that account. The user can then select which locations they would like to copy the bank draft information to.

Send electronic bill
Omit penalty
Critical need
Taxable

On Hold - If this flag is checked, the customer will not receive a bill. If a customer is on hold when the bill run wizard is run, the system will generate a warning.
Begin date
End date

Credit card on file - only visible if the "Credit card on file installed" setting is turned on in the Utility Billing General Settings Payment tab

Use budget billing
Budget billing date
Contract amount
Compute Contract Amount

Uncollectible
Date uncollectible
Settle contract
Automatically re-enroll

Set off debt
Date of set off debt
Last name/first name

Charitable contribution
Charitable contribution amount
Round bill for contribution
Day of month - only be visible if "Credit card on file" is checked

Omit bill print
Omit bill print comment - will be "Paperless Billing" if Paperless Billing is enabled in MyGovHub

Credit card on file

This feature can be turned on through the Utility Billing General Settings Payment tab. When this feature is enabled, users may configure certain customers as having a credit card on file and specify the day of the month that customer should be charged. By running the Update Customers With Credit Card On File report, all customers configured as having a credit card on file for the day specified in the report parameters will have a payment applied to their account in the amount of their current balance due (customers with 0 balances or credits will not be included). An update number will be provided in case a roll back is necessary.