Manual Process to Add a Budget to a Customer Account

There are times a budget payment will need to be manually added to a customer account such as when an existing customer requests a budget payment after the automated processes have been completed or there is a new customer account.  The following steps outline how to manually add a budget to a single customer account.

  1. Navigate to Main Menu / Customer Menu / Customer Maintenance.
  2. Highlight the customer account and select the Budget tab.
  3. Enter A for active.
  4. Enter the Budget Payment amount.
  5. Enter the Beginning Period month and year.
    • If the budget season is already active, enter the month this particular customer will begin budget payments.  
  6. Enter the Ending Period month and year.
  7. If utilizing the Energy Force Ecommerce Program and the customer has requested a specific day of month for their budget payment to process, enter the day of the month in the ECommerce Budget Day field.  Otherwise, proceed to the next step.
  8. The system will automatically calculate the # of Billing Periods based on steps 5 and 6.
  9. Select the Bill Type Code.
  10. # of Times Billed and # of Payments Made will typically be left blank upon creation.  
    • If the billing process has already been completed and payment received prior to the setup of this budget, enter the information accordingly.  
  11. Prior Year Budget payment and Prior Year Balance will be left blank at this time.
  12. Press Ctrl+Q to save the budget to the customer account.