Manage Budget Billing

You can enroll and unenroll customers in budget billing programs 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 budget billing:

1. Access the Hub for the billing account you want to review and select the Billing tab.
2. In the Billing Highlights section of the form, select the Enroll button next to the Customer is not on budget billing option. Note: If the customer is already enrolled, the Enroll button is replaced by the Update button.
3. The system opens the Budget Billing drawer.
4. Optionally, select the Go to Account Budget link to navigate to the Account Budget page. To return to the Hub, use the browser's Back button.
5. Select a Budget Plan and then specify the date the plan should begin in the New Budget Date field.
6. The system populates the budget fields, which you can review with the customer.
7. Select Save.
8. The system closes the drawer and the new enrollment status is reflected in the Billing Highlights section.

Unenrolling a Customer from Budget Billing

To unenroll a customer from Budget billing:

1. Access the Hub for the billing account you want to review and select the Billing tab.
2. In the Billing Highlights section of the form, select the Update button next to the Customer is on budget billing option. Note: If the customer is not enrolled, the Update button is replaced by the Enroll button.
3. The system opens the Budget Billing Update drawer.
4. Select the Cancel Budget button.
5. The system closes the drawer and the new enrollment status is reflected in the Billing Highlights section.