Account versus Service Agreement

Customers who pay on a budget plan tend to believe that there is one budget amount applied to their account's bill each month. This is not true. Rather, each service agreement has an individual budget amount (stored in the recurring charge array). The sum of an account's service agreements' budget amount is the account's budget amount.

Why does each service agreement have a unique budget amount? Because all financial accounting in the system is performed at the service agreement level, not for an entire account.

While a unique budget amount is defined for each service agreement, a user can use a simple page to view and change the budget amount for all eligible service agreements linked to an account.

It's important to be aware that some service agreements linked to an account may not be eligible for budget plans. For example, assume you have a customer with a deposit service agreement and one or more utility service agreements. This customer will be billed for their deposit regardless of the utility service agreements' budget amounts. You define whether a service agreement may participate in a budget plan on the service agreement's SA type.