Utility Billing
What are the messages that scroll across the top of the account screen called?
Flags
Client wants to start a Payment Plan on their $2100 balance. How much do they have to put down?
$700
How is the MAIL batch titled?
MAIL/preparer's initials
ex. MAIL/EB
Where do you look to see if a client has an AMI meter?
The Services file in UB.
Click into the electric service line and look for ITRON/TANTALUS
When creating your batch for MAIL, NIGHTDROP, etc., which application should you use?
Quick Receipt Entry
True or False: Payments are credit based on the post marked on the mail and we credit fees back accordingly
FALSE. Payments are processed based on the date they're received in Customer Care and fees are not waived.
What is the name of the service provider who manages the IVR and online platform?
InvoiceCloud
What date is entered in the 'Post Date' field when creating your Batch?
The current date
Mr. Smith sends a service termination request for today (Friday). When will the utilities be shut off?
Tomorrow
What happens when a client's checks are returned unpaid?
Mail returned as undeliverable requires what action in Utility Billing?
A comment must be added
What items are REQUIRED for a client to start new service?
2 forms of ID, Service Application, Payment, Lease or deed.
What does 'Default Tender' mean?
This is the tender that will be assigned to all transactions in the batch. It can be updated within the transaction line.
How much is the service connection fee?
$60
Why is Shutoff Exempt UNCHECKED when setting up a Payment Plan?
If the client does not meet the terms of the plan, their services are subject to disconnection.
Where do we find requests sent to other departments to complete processes at the service address?
Work Orders
What is the maximum amount CRSs are allowed to accept in over-the-phone payments?
Customer Care does not accept over the phone payments.
True or False: The numbers of items on the Drawer Balance report should match the total of the checks AND money orders received for MAIL/NIGHTDROP batches
TRUE
What services are REQUIRED for a client to enroll in Budget Billing?
ALL services.
Water, Electric, Trash, Sewer
Where is the CheckFree report located?
It's sent via EMAIL the night before
What are the payment methods a client can use to pay their bill?
Cash (in person), check, money order, wire transfer, ACH, billpay check.
What happens to the balance owed at the end of the 12th month on Budget Billing?
The client must pay the full amount due by the due date.
Your mail batch includes 28 checks and 18 money orders. What is the number of items you will enter in OnePass?
47
When setting up a Payment Arrangement (HOLD), what box remains checked to ensure the services remain in tact?
Shutoff Exempt
This ensures the client wont get cutoff since the payment will be late
What is the purpose of the Proof Report?
It provides a first opportunity to STOP and review the batch BEFORE finalizing the work.
Any submitted errors will require the batch to be deleted by management and the work rekeyed.