Budget payment plans are great allowing customers to spread out their payments over a number of months. Follow these steps for setting up a budget payment plan if you have not done so already. Once a budget plan has been set up, a customer will have a credit balance for the full amount of the …
Budget payment plans allow your customers to spread out their oil delivery payments over a set number of months. Read below to understand exactly how to set up a budget plan for an account. Before you begin, you must first estimate the total budget amount for the customer. Go to Account>Actions>Customer Report to see how …
Using degree days is a great way to monitor tank levels for your automatic delivery accounts. To do so requires setting up a tank model for each account. Follow these steps here if you have not set up a tank model before. Once a tank model is set up, the level will automatically adjust based …
Often times a customer will have a balance due on their account, and send in a payment for a different amount. In this post we will walk you through how to handle this situation. There are several scenarios this applies to, including: Create a Payment Start by going to the customer’s account. Scroll down to …
Steps to set up degree days on a tank. Also known as setting up a tank model.
