CRM › Utility Cashiering & Payments
Utility Payments
Every payment on a utility account — counter, mail, lockbox, bank, portal, autopay — what it paid, what became a credit, and any void.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Cashiering & Payments
- Screen: Utility Payments
Address in the console: /crm/util-payments
Read-only list · 12 columns · 3 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Payment | Code | payment_no |
| Received | Date and time | received_at |
| Account | Code | account_no |
| Customer | Text | customer_name |
| Channel | Status | channel |
| Tender | Status | tender |
| Amount | Amount | amount |
| Applied | Amount | applied_amount |
| To credit | Amount | unapplied_amount |
| Session | Code | session_no |
| Taken by | Text | taken_by_name |
| Status | Status | status |
What you can do here
Record a mailed payment
Asks for: Account* Amount* Tender Check number Reference
Account 360
Ask for a void
Asks for: Why*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.