Articles

Payments, Transactions, Invoices

• No Autopay/ACH Attempt on Scheduled Date

  Overview A customer account was previously setup to be on the autopay setting for a particular date at the time of invoice generation/expected payment draft. You would like to know if this setting was...

• Submitting a Drop Transaction

  Overview You want Aurea to submit a drop transaction for sending a particular customer (or bulk drops for a list of customers) back to the utility. It is likely that the transaction cannot be submitte...

• Moving Payments Between Accounts & Apply AR Aging

  Overview You may need to have payments transferred from one account to another, and have AR aging(amount of days invoice has been unpaid) applied to the target account as well. In some cases, the reas...

• Triggering a Change Transaction (814_C) via CSR

  Overview You want to send a rate change (814_C) transaction to the utility or trigger a REFRB rate change for an account as per an effective date. Solution <supportagent> A pre-requisite is access to ...

• Moving Invoices Between Accounts

  Overview You may need to transfer invoice(s) from one customer account to another.  This is necessary when the bill is posted to the wrong account.  Solution To move invoice(s) to another account, cre...

• Confirming Customer ACH Status

  Overview You want to confirm a customer's ACH status because a payment due for that customer didn't draft. Or, know why Autopay is not taking effect for an account and payments are not being drafted a...

• Adding an NSF Banner to a Customer Account

  Overview When a customer has a debt, you may want to add an NSF (Non-Sufficient Funds) banner to its account. It looks like on the picture below of the customer record: Solution To have the NSF banner...

• Submitting Rate Change to Utility

  Overview Rate changes are sent on rate-ready accounts to update the rate on the customer account to match the rate on the utility side.   Information A rate change is required in the following scenari...

• Why is a drop transaction rejected repeatedly for account?

  Overview You request that the UAN be updated for a particular account and the drop resubmitted to the utility. The drop gets rejected by the utility for the reason that the account number is invalid. ...

• Updating the Promo Code for an Account

  Overview You want to update the promo code for a customer account.   Solution To have the promo code updated for a customer account, please create a support ticket specifying the customer number and t...