Overview You want to update the Service Address for a customer. Solution To update the service address, please follow these steps: Log in to the CSR site. Search for the customer using the account n...
Overview You want to update the contract for a customer from the current plan to a given rate plan or product. Or, update the rate code after the existing contract expired and the renewal request was ...
Overview You want to update the referrer ID/referrer's RFID for an account ID for one of your customers. Solution Open a support ticket with the below information: Referrer ID: The ID of the referrer ...
Overview You want to update a customer's sales tax status to exempt. You may want the exemption for certain tax types (state/city/county/special district). Or, you want to change the Utility Users Tax...
Overview There might be cases when one or more contract renewal letters are showing as processed but haven't yet been delivered and you want to know why this is happening. If needed, a list of such cu...
Overview You want to add a specific account note for customers. Perhaps you want to indicate the account has been dropped including the reason. Or, that it has been excluded from the dunning process. ...
Overview You require assistance with contract renewal or changing product or rate class for commercial or residential accounts. Also, you may request to add a commercial product plan, update the contr...
Overview At times, From/To dates of indexed-rate (also called Rate Index) plans must be added or updated. If they expire, an error might occur when performing a rate transition on an account, or a pro...
Overview You want to update the TAX ID field to the SSN field on your CSR site for an account. Solution Please raise a support ticket with us mentioning the customer account number for which you wan...
Overview You want a county code to be added to (or updated for) an account and an enrollment resubmitted to the utility. Solution Please raise a support ticket with us (if not done already) providi...