SmartFusion Modules -> Utility Billing -> Utility Billing Customer

Recent Change:  
6.129 - Fixed an issue where Remaining Amount was not being set in the grid for customer agreements.  

6.110 - Added note field to every tab as well as to the tables in each tab.

6.50 - Fixed an issue where when they are trying to remove a current agreement the Removal date was getting set on the agreement that had already been removed if the agreement amounts were the same.
Recent Change:  6.02
Added Service Assistance agreements screen to create agreements that can be used to pay off specific transactions related to a service type.

Introduction

A user can set up a payment agreement for the customer so that they can pay an agreed amount. This screen also allows a user to add third party agreements to the customer location in case a third party wanted to pay for the customer.

Explanation

There are specific tabs for a customer agreement, third party agreement and Service Agreement. There is a system option that allows the user to choose when agreement payments are due, they are either due in full by end of agreement or when cycle billed.

Customer

A Grid will appear below keeping a history of this customer location's agreements.

Add Agreement - Enables fields for defining the amount and date. If agreement payment system option is set to when cycle billed, agreement cycles can also be defined.
Remove Agreement - This will end the agreement based on today's date. The agreement will still be presented in the grid below for auditing purposes.
Agreement Amount - The initial agreement amount set.
Remaining Amount - This is the remaining amount which gets deducted every billing.
Agreement Due Date / Agreement Start Date - For system setup where agreement payments are due in full, this is the agreement due date. Otherwise, it is the start date and agreement cycles determines the ending date.
Agreement Cycles - Only available when system option for agreement payment is set to due in full. This shows how many billing cycles the agreement is for.
Agreement Note

Third party

A Grid will appear below keeping a history of this customer location's agreements.

Add Agreement - Allows the user to add a new agreement.
Edit - Allows the user to edit the currently selected agreement based on what was last clicked on the grid.
Remove Agreement - This will end the agreement based on today's date. The agreement will still be presented in the grid below for auditing purposes.
Amount - The initial agreement amount set.
Remaining Amount - This is the remaining amount which gets deducted every billing.
Agreement Start Date - For system setup where agreement payments are due in full, this is the agreement due date. Otherwise, it is the start date and agreement cycles determines the ending date.
Expiration Date - Date the agreement expires.
Removal Date - Date the agreement was removed.
Note
If the user is adding or editing agreements:
Save - Saves the agreement.
Cancel - Cancels the current operation.

Service Assistance
A service assistance tab will be present if Use Service Types is selected on the Delinquent Processing page of the UB System File.

A Grid will appear below keeping a history of this customer location's service assistance agreements.

Add Agreement - Allows the user to add a new agreement.
Edit - Allows the user to edit the currently selected agreement based on what was last clicked on the grid.
Remove Agreement - This will end the agreement based on today's date. The agreement will still be presented in the grid below for auditing purposes.
Service Type - Define the agreement to pay off certain transactions based on service type.
Transaction Code - Define the transaction code that will adjust the assistance holding accounts when used to pay a charge for the specified service type.
Amount - The initial agreement amount set.
Start Date - Date the agreement is effective.
Expiration Date - Date the agreement expires.
Remaining Amount - The remaining service assistance agreement amount.
Removal Date - Date the agreement was removed.
Note
Save - Saves the agreement.
Cancel - Cancels the current operation.

OK - When in the customer tab, click here to save adding an agreement. Otherwise, this can be clicked to close the form.
Cancel - Closes the form without saving any changes.

Notes

Concerning delinquents, if you have delinquents setup and a charge, for example, in January and you don't pay that charge and enter an agreement of any kind in, for example, February, that charge before you entered the agreement will not be charged delinquent fees until that agreement/third party/service assistance has expired.

Reference

Service Assistance
Service Types