SmartFusion Modules > Utility Billing > Enter/Edit UB Customer > Transactions Tab > Search All Locations

Recent Changes:
6.147 
- Initial creation.

Introduction

This screen allows the user to search for and view transaction related details for customer locations like balance, past due amount, charges, etc...

Explanation

The user can view transactions for a customer (by clicking the magnifying glass next to their address), view pertinent details for the customer location, and take a payment for the customer.

Notes

For the past due amount. It will pull the amount that is past due based on the most recent bill. This screen will reflect a past due amount if the last bill processed had a past due amount in it. If the customer has not received a bill yet for the charge, it will not reflect on this screen.

Search Criteria

Address
Zip Code
Billing Cycle
Route/Sequence/Suffix
Status

Payment - Create a payment for the selected customer.
Counter - View counters for the selected customer.
Detail/Summary - Modifies the type of report viewed when clicking the magnifying glass.

References