{{ model.title }}
This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Utility Billing > Process > Utility Billing Payment
Recent Changes:
6.135
- Added '30 to 60 day past due balance' field that is visible only if the UB system file setting 'Breakout past due balance' is set.
6.120 - Added a "Save & Continue" option for receipt types that are not set to auto-print
6.37 - Set and disable "Apply As Credit" for any credit balances; This is to prevent positive payments
6.03 - Modified customer location drop down to show customer status and order by status and start date.Introduction
Allows the user to create a payment and apply it to a customer location.
Explanation
This is the screen that a user goes to when taking in payments. The acceptable forms of tender are cash, check, and/or credit. This also can be where a customer applies a third party agreement to the balance of a customer location.
Deposit/Batch - The deposit date/batch the payment applies to.
View Notes - If customer warnings are present on the account, click this to view them.
Receipt Type - The receipt type the payment uses.
Customer Number/Name - The customer the payment pertains to.
Customer Location - The customer location that the payment pertains to.
Amount Due - The balance on the customer location.
Cash Tendered - Enter the amount of cash that was accepted, if any.
Check Tendered - Enter the amount on the check that was accepted, if any.
Credit Tendered - Enter the amount of credit that was accepted, if any.
Remainder Due - The remaining balance on the customer location accounting for what was tendered.
Change - The amount that will be given back to the customer.
Apply As Credit - Check this option to credit the customer's account instead of giving back change. This will be automatically checked and disabled for any credit balances in order to prevent positive payments.
Note - Any notes regarding this payment transaction.
Payment Date - The date the payment was accepted.
Print Receipt - Print a receipt for record keeping.
Save & Continue - Visible only for receipt types not set to auto-print
Default Amount To Check - Default amount to check.
3rd Party Agreement - Apply a third party agreement to the customer location selected as a form of payment.
Account Balance - The account balance
Past Due Amount - The past due amount
30 to 60 day past due - The amount that is due for 30 to 60 days(This is based on current date, not the payment date) Receipt Number - The receipt number
User Id - The SmartFusion user that is accepting or has accepted the payment.
Void Receipt - This will void the payment. The user must click History then a payment transaction to be able to void.
History - Opens up ALL payment history for today ONLY.