Update an Account for Energy & Utilities Customers

Update the customer account information such as General Account details, Premises details, Billing details, and Tax details.

1. Use the Identity Verification feature to verify the identity of the caller and launch the customer's accounts page.
2. On the customer accounts page, select Update Account from the Actions menu.
3. To update the General Details:

   • Expand the account that you want to update and change the fields as required. Click Save.

   • Click the Plus Sign if you want to add a new account details. Fill in the account details fields and click Save.

   Field Name	Description
   Account Name	Customer account name.
   Enter New Parent Account Name	Type in the first few letters of the parent account that you want to add, and click the search icon on the Select new Parent Account field. This field is only displayed for the Business accounts.
   Select new Parent Account	Lookup for the existing account with which you want to associate the new account and select from the dispalyed. This field is only displayed for the Business accounts.
   Customer Class	Customer type associated with the account: Residential S&M C&I
   Industry	Primary business type of the account holder.
   Phone	Phone number associated with the account.
   Website	Customer website.
   ( Required) Primary Contact	Each account must be associated with an existing contact. If you want to add or update the primary contact, type in the first few letters of the contact and select the appropriate one from the list displayed. This field is only displayed for the Business and Consumer accounts.

4. To update the Premises Details:

   • Expand the specific premise that you want to update and change the fields as required. Click Save.

   • Click the Plus Sign if you want to add a new premises details. Fill in the premises details fields and click Save.

   Field Name	Description
   Enter New Premises	Type in the first few letters of the premises that you want to add to the account, and click the search icon on the Select New Premises field. This field is only displayed for the Service and Consumer accounts.
   Select New Premises	Lookup for the existing premises to which you want to link the new account and select from the displayed list. This field is only displayed for the Service and Consumer accounts.

5. To update the Bill Details:

   • Expand the billing details that you want to update and change the fields as required.

   • Click the Plus Sign if you want to add new billing details. Fill in the bill details fields and click Save.

   Field Name	Description
   Billing Email Address	Primary email address to which the customer wants the electronic billing statement to be sent.
   Billing Cycle	Type of billing cycle.
   Delivery Method	Method used for delivering the billing statement: Paper billing Electronic Statement online eMail
   Billing Frequency	Frequency of the Billing cycle: Monthly Bimonthly Quarterly
   Bill Format	A summary or detailed bill.
   Shipping Address	Shipping address of the customer.

6. To update the Tax Details:

   • Expand the tax details that you want to update and change the fields as required.

   • Click the Plus Sign if you want to add new tax details. Fill in the tax details fields and click Save.

   Field Name	Description
   Tax Exemption Type	Customer Exemption type: Exempt Non-exempt
   Exemption Percentage	Percentage of tax exemption allowed for the customer during tax calculation.
   Tax Exemption Start and End Date	Specifies the start and End date for Tax exemption.

7. Click Submit.
8. Click Finish.