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            Add an Account for Energy & Utilities Customers

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            Add an Account for Energy & Utilities Customers

            Learn how to create accounts for new customers, including consumers, businesses, billing, or service accounts.

            You can add a new account for any one of the following types:

            Add a Consumer Account for Energy & Utilities Customers

            A consumer account usually requires only one account, although sometimes a consumer needs multiple accounts or sub-accounts based on the number of premises they hold.

            1. On the customer accounts page, click Add Account.
            2. On the Add Account Details page, select Consumer for the What type of Account you wish to add? field.
            3. Enter the customer Name and Phone number.
            4. Enter additional information for the account including the premises, primary contact, address, email, tax details, and so on.
            5. Click Next.
            6. Click Finish.

            The new consumer account is ready.

            Add a Business Account for Energy & Utilities Customers

            Create a new business account when a business wants to subscribe to utility services.

            1. On the customer accounts page, click Add Account.
            2. On the Add Account Details page, select Business for the What type of Account you wish to add? field.
            3. Enter the customer Name and Phone number.
            4. Enter additional information for the account including the premises, primary contact, address, email, tax details, and so on.
            5. Enter the contact and shipping details.
            6. Enter the billing details:
            7. Enter the tax details:
            8. Click Next.
            9. Click Finish.

            The new business account is ready to use.

            Add a Billing Account for Energy & Utilities Customers

            Create a billing account and link it to a parent account.

            1. On the customer accounts page, click Add Account.
            2. On the Add Account Details page, select Billing for the What type of Account you wish to add? field.
            3. Enter the customer Name and Phone number.
            4. Type in the first few letters of the account name in the Search Parent Account field, which you want to associate with the new account. Select from the displayed list.
            5. Enter additional information for the account including the billing cycle, email, tax details, and so on.
            6. Click Next.
            7. Click Finish.

            The billing account is ready to use.

            Add a Service Account for Energy & Utilities Customers

            Create a service account and associate it with a parent account.

            1. On the customer accounts page, click Add Account.
            2. On the Add Account Details page, select Service for the What type of Account you wish to add? field.
            3. Enter the customer Name and Phone number.
            4. Type in the first few letters of the account name in the Search Parent Account field, which you want to associate with the new account. Select from the displayed list.
            5. Enter additional information for the account including the premises, customer class, industry, and so on.
            6. Click Next.
            7. Click Finish.

            The service account is ready to use.

             
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