EDIFICE Inquiry - Customer Services View Prompts

Note:  Each section of the view can be expanded or collapsed to suit your needs.  To collapse a section, click Collapse .  To expand a collapsed section, click Expand .

Services Tools

There are tools you can use for managing service information.  

Note:  If a service is disconnected, the service will display as disconnected .

Change Customer

If the customer has multiple customer locations, the customer defaults to the Bill To customer.  To change to another location for the customer, click a choice in the drop-down list.

Note:  Services and specific service information will change as the customer is changed.

To edit service information, click Manage Service.  The Edit Customer Service Information wizard opens where changes to all services can be made.  

Tip:  Many fields can be edited in the Services view without needing to use the wizard.

To change the multi-cash transaction profile for the customer being billed for the service, click Cross Service.  The following displays where you can choose another Cash Profile.  

Information

The information section contains general information about how the service is billed and who is financially responsible for the service.

General Information

• Bill To - The account to be billed for the services.  
  Note:  To load the Bill To customer as the current customer, click the Bill To link.

• Address - The customer Address Lines, City, State and Zip Code.

• Responsible - The account that is responsible for the financial matters of the account. This is informational only.

• Contact  - The party to contact in regards to this account.

• Finance Period - The Financial Period assigned as an aging group for the service.

• Company - The Company assigned to the customer's service.  The Company is used to group customers together for reporting purposes.

• Rate Class - The defined rate class for the service.  Rate classes allow customers to be grouped into similar types of customers.

• Account Type - The type of account for the customer.

• Default - The customer Account Type defaults to the system setting

• Balance Forward - The customer's balance (not invoice detail) from the previous months is carried forward and prints on their statements

• Open Item - The customer's invoice items are maintained and print on their statements until the items are paid in full

• Status - The billing status of the service.

• Active On - The date the service is activated for the customer.

Billing

The Billing section holds options that determine how the service is billed, including if discounts, finance charges and taxes are applicable.

Billing Information

• Discount Code - The discount code to the customer, if they should receive a discount.

• Discount Grace Days - The number of days beyond the discount date that a discount is allowed for the customer, if applicable.

• Electronic Billing - When checked, indicates that the customer will receive an electronic statement.

• Winter Quarter Billing - When checked, this indicates that the customer needs their sewer bills adjusted for summer outdoor use.

• Winter Quarter - If the customer sewer bills should be adjusted for summer outdoor use with the information contained in the Winter Quarter Tables, a valid appropriate Winter Quarter Table displays.

• ERU/EDU - The ERU/EDU amount, if applicable.
  Note:  Generally, please leave this field blank, unless directed by NDS Support.

• ERU Type - Note:  Generally, this field is blank unless directed by NDS Support.

• Credit Rating - Displays the customer's credit rating based on credit criteria.  If credit rating criteria is not set up, the credit rating displays as Unavailable.

• Assess Finance Charges - When checked, the service is eligible to be included in the finance charge process.

• Taxable - When checked, the service is eligible for being assessed taxes.
  Note:  The Taxable setting works with the Transaction code's tax code setting to determine taxability.

• Tax Exempt Number - The customer's sales tax exempt number, if the service is exempt from sales tax.

• Taxable Percent - If the Taxable box is checked and only a portion of the charges should be taxed, the percentage of the charge the customer is liable to be taxed displays.

• Tax Code - The Tax Table that contains the correct tax rate for the customer if the customer's taxable rate differs from the default tax rate.

• Tax Type - The user-defined Tax Type, if applicable.

• Category - The category for billing the service.

• Cash Transaction Profile - If the default Cash Transaction Profile should be used when entering customer cash receipts, this field should be set to none.  Or, if using another Cash Transaction Profile as the default for the customer, the Profile displays.

• Billing Frequency - The number of times the service is billed during the year.

• Units - The number of units for the account, if applicable.

Processing

The Processing section holds options that determine if the service is eligible to included in specific processes.

Processing Information

• Meter Import - When checked, meter readings for the service are allowed to be imported.

• Cash Import - When checked, cash receipt transactions for the service are allowed to be imported.

• Past Due - When checked, the service is eligible to be included in the past due process.

• Shutoff - When checked, the service is eligible to be included in the shut off process.

• Shutoff Condition - The defined Shut off condition to apply to the customer shutoff.
  Tip:  Do not confuse Conditions with Special Conditions.  They are two separate functions.

• Collections - When checked the service is eligible to be included in the collections process.

• Roll - When checked, the service is eligible to be included in the rolls process.

• Lien - When checked, the service is eligible to be included in the lien process.

• Auto Distribute Credits - When checked, the service is eligible to be included in the Unapplied Distribution process and to have credits applied to or from another service.

• Third Party Auto Pay - When checked, it indicates that the service is on auto pay with Invoice Cloud or other third party payment processing vendor.
  Note:  When Third Party Auto Pay is active, displays in the Account Balances view.