How to Use the Payment Arrangement

This article will demonstrate how to set up a payment arrangement on a customer’s account.

Step 1: Select Utility Billing

Step 2: Select Service Accounts

Step 3: Enter the account that is requesting a payment arrangement.

Step 4: Select the Payment Arrangement tab at the top of the Account at a Glance screen.

Step 5: Select submit that is located on the bottom right-hand side of the screen.

On the Payment Arrangement Add screen, enter the following information:

• Arrangement start date: Enter the date when the arrangement begins
• Arrangement end date: Enter the date when the arrangement expires
• Arrangement amount: Enter the amount to pay for this arrangement
• Arrangement status: This is the current status of the arrangement
• Comment: Enter any notes regarding this payment agreement, this is optional.
• Service code to adjust: This will populate the service code to be used by the entity
• Arrangement fee: Enter the payment agreement fee amount if you are charging a fee.
• Work order code: Enter the work order code if you want to generate a work order dated one day after arrangement expires.
• Include future bill with payment: Select the “Yes” or “No” flag from the drop down menu. If the flag is set to “Yes” the customer must pay the current bill plus the arrangement amount, to consider this record as paid agreed. If you set the flag to “No” depending on the dollar amount you enter on the “arrangement amount” is going to satisfy the “arrangement status” and say this one was successful. NOTE: this will not add the amount to the current bill.
• Print arrangement agreement: Select the “Yes” or “No” flag from the drop down menu. If you want to print the agreement letter for the customer to sign. NOTE: that’s if the entity is using this feature.
• Payment arrangement letter copies: Enter the number of arrangement letters to print.
• Note: Adding Payment Arrangement will not allow to create duplicate OR override date arrangements.
• Example: If an account has any active arrangements from start date: 06/25/2021 - end date: 07/24/2021 the system will not allow you to create a payment arrangement because the arrangement is being used.
• Example: If the customer has a payment arrangement for 4 months to pay $100.00 on top of the current balance. You will need to enter a record for the next 4 months. If the customer didn’t pay the arrangement of $100.00 on any given month. The system will mark the status of the payment arrangement to “Fail” as well as any future payment arrangements that is left for the remaining months.
• Example: If you process the cutoff notice or cut off list on 01/18/2022, this account has not been satisfied yet because the expire date is 01/19/2022. See the example below.
• This account will not be on the cut off list.

• A report will generate when you process calculate and assess penalties, print cut off list, and cut off notices. This report will the provide you with the following information.

Note: You don't need to process the payment arrangement process. This report will generate during the time you process penalties, cut off list and cut off notices.

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