Page Comparison

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1. Create charge(s) first, then services.

2. The names, descriptions, and category tree organization of charges are visible and prominent on customer bills. Keep this in mind when naming and organizing charges.

3. Only serviceIDs and service catalog item names are used to organize charges in the Services section of bills – service category/folder organization isn’t visible.

Charge (catalog item)

Add

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Update contact info in Contact Information & PCR-360 (People > Departmental Hierarchy)

Remove/Offboard

1. If customer has a final account balance due that they are not going to pay, write it off

   1. PCR-360: Enter and process a quasi-payment in Admin > Billing > Payments > Add, confirm balance goes to $0

      1. Method of payment: “Write Off”

      2. Description: “Write off final balance”

      3. Everything else (date, invoices, amount, etc.) like a normal payment

   2. Cash Customers: enter a matching quasi-payment line “Write off final balance” so balance goes to $0

2. Move customer rows on Contact Information onto Inactive Contacts tab

3. Move tab in Cash Customers after STOP BOOKEND tab and hide connected row on the Receivables tab

4. Mark customer in PCR-360 (Catalog > G/L Accounts) as Inactive

5. In Departmental Hierarchy, find customer Department under CASH category and move into Inactive subcategory

Review balance/bills

Reporting > Bills/Calls > GLA Account Management

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GLAs

Banner index codes are imported automatically every night. Setting the Revenue flag on a particular index code requires a Jira request to PCR /wiki/spaces/ICAT/pages/2205647320 every night.