Full Name	—
User Code	—
Title	—
Created	—

CUS Admin Dashboard

Manage customer accounts and billing

Billing Workspace

Manage customer accounts, payments, bills, and settings from the navigation at left.

Billing

How would you like to bill

Add New Client

Account Info

Full Name

Phone Number

Deposit Amount

CPUC Deposit

Property Location

Entity Type

Identification Info

Social Security Number

ID Type

ID Number

Secondary Contact Name

Secondary Contact Number

Mailing Address

Street Address

City

State

ZIP Code

Tax Codes

Factor

Drawer Configuration

Manage cash register drawers. POS users will be prompted to select a drawer when they log in.

Drawer Name	Fund Value	SOD Status	EOD Status	Availability	Created	Actions

Settings & Management

Customer Accounts

Showing 0 of 0 customers

Account	Customer	Property	Status	Amount Due	Codes	Actions

Property Locations

Premise ID	Property	Owner & Resident	Status	Actions

Sewer Charge

Set the default sewer service charge amount

Amount ($)

Late Fee

One late fee per bill when the per-bill timer reaches the day set in System Toggles (default 21; if amount owed is not $0): flat, percent of past due, or combination. The 30-60-90 delinquency timer is separate (search / deposit auto-withdraw threshold is also in Toggles).

Type: Flat ($) Percent of past due (%) Combination (max of flat vs %)

Flat amount per bill late event ($)

Percent of past due (%)

PUC Surcharge

Set the PUC surcharge percentage (applied to all customers)

Percentage (%)

Tax Codes

Code Name	Type	Amount	Description	Requirements	Actions

Payment Application Hierarchy

Define the order in which partial payments are applied to different charges. Drag items to reorder.

How it works: When a customer makes a partial payment, the payment will be applied in the order shown below. For example, if the order is "Late fees, Past due amount, Current amount due, Puc surcharge, Tax Codes", the payment will first go toward late fees, then past due, and so on.

System Users

Full Name	User Code	Title	Created	Actions

Data Cleanup

Tools to clean up and fix data issues in customer records

Version Management

Open this tab to load version controls.

Test Date

Set a test date to simulate how the system behaves on different dates (e.g., when the month changes). Changes save automatically. Leave empty to use the real current date.

Today's Date

Using real current date:

Test 30-60-90

Reset every account's deposit to $1,000, past due to $0, clear all payment history and current-month payments, and clear bill-print metadata so you can test 30/60/90-day flows from a clean slate. Full-pay rows use the test date after Fresh start runs (see Set Date below).

Set Date

Apply to only a specific customer

City / state / zip (bill PDF)

Set City (Salinas), State (California), and Zip (93907) on every customer. These fields appear as extra columns in each customer's data profile and feed the address_city_state_zip line on generated bill PDFs.

Data Synchronization

Re-sync past due amounts from imported Excel data

Date Fixes

Fix Excel serial dates that appear as numbers (like 46053) in customer data

Cycle Number Assignment

Split all accounts evenly across cycles 1-10 (for testing purposes)

Credit Management

Reset all accounts with credits so that the credit is removed

Payment History

Reset all customers who have past payments so the data looks like they never paid any past payments

Drawers

Reset all drawers by deleting and recreating them, clearing count history and requiring new SOD counts

Deposit Management

Reset all customers' Deposit and CPUC Deposit amounts back to $1000.00

Add Past Due Amount

Add $50.00 past due amount to account CUS-3000500

System Toggles

Configure system behavior settings

Customer Accounts

Account	Customer	Property	Status	Amount Due	Due Date	Last Payment	Actions

Property Locations

Premise ID	Property	Owner & Resident	Status	Actions

Payment History -

Date	Amount Due	Amount Paid	Remaining Balance

Import Customer Data

Select Excel File (ImportData.xlsx)

Note: All data from the Excel file will be imported and saved to Firebase. The first row should contain column headers. The system will match customers by account number if they already exist, or create new ones.

Preview (first 5 rows)

Sign in

Select Drawer

Select Drawer for SOD Count

Create Drawer

Drawer Count History

Drawer Count Details

Count Does Not Match

Count Error

Drawer Counted Successfully

Payment Processing Session Submitted

Drawer Count Verified Successfully!

Drawer Counted Successfully

Payment Processed Successfully

Billing Workspace

Process Payment

Billing

Generated Bill PDF

Deposit Notice

Notice preview

Add New Client

Account Info

Identification Info

Mailing Address

Tax Codes

Factor

Search Accounts

Drawer Configuration

Cash Register Count

Bills

Coins

Settings & Management

Customer Accounts

Property Locations

Sewer Charge

Late Fee

PUC Surcharge

Tax Codes

Payment Application Hierarchy

System Users

Data Cleanup

Version Management

Test Date

Test 30-60-90

City / state / zip (bill PDF)

Data Synchronization

Date Fixes

Cycle Number Assignment

Credit Management

Payment History

Drawers

Deposit Management

Add Past Due Amount

Drawer Management

System Toggles

Local database mode

Ask for user code for each transaction

Ctrl+Shift / Cmd+Shift test-date shortcut

Automatically apply late fees

Billing timers

Late fee grace amount

Skip POS initial register count

Testing Drawer

After hours log out

POS Doesn't Close Out

Use username instead of user code

Master Tests

OnPrem Master Tests

Customer Accounts

Property Locations

Add New Location

Add tax codes

Add System User

Record Payment

Customer:

Payment History -

Amount Breakdown

Customer:

Edit Field

Import Locations

Import Customer Data