Check what you learned: Billing and Payments

Eight questions. Pick the best answer for each, then click Check my answers at the bottom. Nothing is saved; you can take it as many times as you like.

1. A customer calls and asks why last month's bill was so high. Where is the fastest place to look?

Billing & Payments, then Bill Tier BreakdownRates and Tariffs, then Rate StructuresAccounting, then General Ledger

2. A customer needs to be charged for a new meter, and nothing else. What do you use?

New InvoiceRun BillingCycle Adjustments

3. A customer is behind and can pay $50 a month on top of the regular bill. What do you set up?

A payment plan under Plans & SubscriptionsBudget BillingA refund

4. While a payment plan is running, what happens to late fees and shutoff notices for that customer?

Utilops skips themThey go out as usualThey double

5. A customer paid the same bill twice by card. How does the money go back?

Refunds, pick the payment, Process RefundWrite a check from petty cashEdit the bill to zero

6. A check bounced. What is the one step way to reverse the payment and charge the fee?

Refunds, reason Returned Check (NSF), tick Also charge the returned check feeDelete the paymentNew Invoice for the fee only

7. You turned on automatic monthly billing. When do the bills go out?

On the day you picked each month, from the latest meter readingsRight nowOnly when you click Run Billing

8. A bill already went out by email with a wrong charge. Can Undo take it back?

No. Fix it with a credit or void the bill, then call the customerYes, Undo pulls the email backYes, if you click it within five minutes