Managing Budget Billing Programs

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

Note:

The names of billing programs can vary by utility.

Enrolling a Customer in Budget Billing

To enroll a customer in a budget billing program:

1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
2. In the Billing Highlights section of the form, scroll down to the Customer is not on budget billing 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 Budget billing drawer.
5. Select a date in the When will budget billing start? field. You can not select a past date in this field.
6. Review the recommended budget amounts for each service contract, updating each amount as needed.
7. Click Enroll.
8. The system displays a success message when the enrollment is processed.
9. Review the data in the Billing Highlights section to see the date the enrollment was last changed, the amount of the next bill, and the date on which the system will perform a true-up to determine the ongoing bill amount.
10. You can change the amounts at any time by clicking the Update button, entering new amounts, and clicking Update.

Unenrolling a Customer from Budget Billing

To unenroll a customer from a budget billing program:

1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
2. In the Billing Highlights section of the form, scroll down to the Customer is on budget billing option and click the Update button.

   Note:

   If the customer is not enrolled, the Update button is replaced by the Enroll button.
3. The system opens the Budget billing drawer.
4. Click Unenroll.
5. The system displays a confirmation message. Click Unenroll to continue.
6. The system displays a success message when the unenrollment is processed.