Account Management

Create Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Click the Create button
   

4. Click Account
   

5. Complete the Account Properties

6. Click Save
   

Edit an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account

4. Edit the Account Properties as necessary

   Note:

   Contacts can be created, edited, or removed through the Account. Please view Contact Management article for instructions.

5. Click Save
   

Add an Event to an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account

4. Click Add Event
   

5. Select the Event Type
   

6. Complete the event fields
   

   Note:

   The event fields differ based on the Event Type selected.

7. Click Save
   

Generate a Receipt for an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account

4. Click on the payment to generate a receipt for
   

5. Click Receipt
   

6. Click Print or Export
   

View Financial Summary of an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account

4. Click the Finance tab
   

View Documents for an Account

1. Sign In to Utility Billing

2. Click the Account tab
   

3. Search for the Account

4. Click the Documents tab