Managing Autopay Enrolllment

You can enroll and unenroll customers from Autopay using the Billing Highlights section of the Billing tab.

Note:

The names of billing programs can vary by utility and are defined in your CIS.

Enrolling a Customer in Autopay

To enroll a customer in autopay:

  1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
  2. In the Billing Highlights section, scroll down to the Customer is not on autopay option.
  3. Click the Enroll button next to the option.

    Note:

    If the customer is already enrolled, the Enroll button is replaced by the Update button.
  4. The system opens the Autopay drawer.
  5. Complete these fields and then click Enroll:
    • Autopay Source: Select the banking institution from the drop down list. The autopay source must already be defined in your CIS to be available here. For information about setting up autopay information, see the "Account - Autopay" topic in the Business User Guide for your CIS, available in the Oracle Utilities Help Center.
    • Account Number: Specify the account number associated with the autopay source.
    • Name of Account Holder: Specify the name of the account holder for the financial account from which the payments will be withdrawn. This might not be the name of the person on the utility billing account.
    • Maximum Withdrawal Amount (Optional): Specify a maximum amount that can be withdrawn from the account each billing period. For example, enter $300. If you do not enter a value, the system withdraws the full amount of the bill each period.
    • Start Date: Specify the date on which the autopay enrollment should begin.
    • Comment: Specify additional information about the enrollment. This field is optional.
  6. The system closes the Autopay drawer and returns you to the Billing tab.

Unenrolling a Customer from Autopay

To unenroll a customer from autopay:

  1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
  2. In the Billing Highlights section, scroll down to the Customer is on autopay option.
  3. Click the Update button next to the option.

    Note:

    If the customer is not enrolled, the Update button is replaced by the Enroll button.
  4. The system opens the Autopay drawer where you can update the details of the program or enter an end date.
  5. Review the Comment field and make changes as needed.
  6. Click Update to save your changes.
  7. If you did not enter an end date, the system returns you to the Billing tab. If you entered an end date, the system displays a confirmation message. Click Unenroll to continue and return to the Billing tab.

Parent topic: Using Billing Highlights