Customer Inquiry - Customer Payments Panel

Use the Customer Payments Panel to view the customer's payment history.  This is handy if the customer inquires about the payments you have applied to their account.  The table following the window example describes the Customer Payments Panel for the Customer Inquiry.

Directions:

To display the Customer Payments Panel:

  1. The Customer Inquiry window automatically opens when Utility Billing is launched.  
    Tip:      To display the Customer Inquiry after starting other windows, click Customer Inquiry on the Edifice Toolbar.

  2. At the Inquire By prompt, click Customer in the drop-down list.

  3. Press [TAB] to move to the Customer prompt, and then enter a valid Customer ID.

    Tip:      
    To inquire by location, service connection or street name, see the Customer Inquiry - Inquire By Selection Area.

  4. Click Move Right on the Customer Panel Toolbar to display additional buttons.

  5. Click Payments on the Customer Panel Toolbar.

 

Customer Inquiry - Customer Payments Panel Example:

 

Customer Inquiry - Customer Payments Panel Field Descriptions

Tip:  To see more information about a field, click the hyperlink for the field name.

Date

Displays the date the payment was applied to the customer's account.

Check

Displays the Check Number if the customer paid with a check.

Reference

Displays the Payment Reference, if applicable.

Amount

Displays the amount of the payment.

Other Customer Inquiry