Customer Overview Panel
Utilities classify Customers by types of service, account structures and functionality. The Customer Overview Panel is designed to follow this way of classification for the purpose of managing the Customer data. Located at the top of the page it displays the Customer name, account number, and master Customer name (if applicable), the type of service, the current status of the account (in parenthesis), the current bill due date, and the Customer’s current balance.
Options available on Customer Overview Panel
Here are the key functions that can be performed in this section:
- View the Account Alerts - Click
to open alerts in a new panel below the primary Customer
information section. - View Recent Activities - Click
to view the recent activity in the Customer account. - Print or View the Current Invoice Online - Click
view the current invoice in
printable format. - Email the Customer’s Current Invoice - Click
to send the current invoice to Customer via email. - Post a payment - Click
to pay all outstanding bills.