Customer Service Screen - Auto Pay and Site Details Improvements (16285) [Enhancement]

Auto Pay Improvements

Auto-Pay requirements have been updated on the customer service screen. Enhancements include additional information about the payment type for both At Billing and Scheduled Day auto-pay methods, as well as red text expiration notices when the credit card being used for auto-pay is expiring soon, or has expired.



Site Details Improvements

The following changes have been applied to Site Details:

  • Access and Note labels are hidden if the values are blank.
  • Details such as Surcharge Group and Tax Region will display even when Site Details is collapsed.


Pathway: Accounts > Customer Service screen