Managing Billing Program Enrollment

As a CSR, you can enroll or unenroll customers from programs configured by the utility that are used to manage the payment of their utility bills.

To manage billing program enrollment:

1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
2. While masquerading as the customer, from Billing and Payment, select Manage Billing. The billing programs available to the customer are displayed.
3. Select the program that the customer is interested in modifying their enrollment. You can then select to enroll or unenroll the customer. Be aware that modifications to some programs such as automatic payments may not be available during masquerade sessions or may require processing before they are completed.

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