Siebel Communications Guide Addendum > Billing Management >

Creating and Updating Billing Profiles (End User)

End users create billing profiles to bill the customer for products and services. They can associate more than one billing profile with an account, but they must choose one billing profile as the primary billing profile.

A billing profile record is successfully passed to the billing application if the contact and address fields for the record contain data and if the payment method field for the record is Credit Card, Automatic Debit, or Bill Me. Additionally, if the payment method is Credit Card, the billing profile record is successfully passed to the billing application only if the Name, Credit Card #, and Exp fields in the Credit Card Payment form contain data. If the payment method is Automatic Debit, the billing profile record is successfully passed to the billing application only if the Account # and Routing # fields in the Automatic Debit form contain data.

After billing profiles are created, end users can select any billing profile for the account that is associated with an order, an order line item, a quote, a quote line item, and an asset.

To create or update a billing profile

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, click the Name field for the account.
3. Click the Profiles view tab.
4. In the link bar of the Profiles view, click Billing Profile.

   The Billing Profile list displays.

   Alternatively, you can display the Billing Profile list if you navigate to the Billing Data Administration screen > Profiles view, select an account in the Billing Accounts list, and click the Billing Profile view tab.

5. Enter data about the profile for the account in the Billing Profile list fields. Some fields are described in the following table.

   Field	Comments
   Name	The name of the billing profile.
   Primary	Select this field to indicate that this profile is the most commonly applicable profile for the customer. Each account can have only one primary profile.
   Frequency	The interval in which you bill the customer for service. All of the billing profiles for an account must have the same value in the this field. If you create a billing profile with a different value in this field than the other billing profiles for the account, the billing profile is not successfully passed to the billing application.
   Payment Method	The value in this field determines the fields available in the form for payment details. If you select a payment method of Credit Card, the Credit Card Payment form displays below the Billing Profile list. See Step 6. If you select another payment method, the Automatic Debit form displays below the Billing Profile list. See Step 7.
   Email Bill To	The email address to which the customer bill is sent.

6. If you select Credit Card in the Payment Method field, enter credit card details for the account in the Credit Card Payment form that displays below the Billing Profile list. Some fields are described in the following table.

   Field	Comments
   Category	Category of the payment card, such as Debit, Procurement, or Credit card.
   Blocked	After you use an external system to verify a card, select this field if you discover that the card is blocked.
   Blocked Reason	The reason the card is blocked. This reason applies only to the card in the Payment Details view, not to other customer cards.

7. If you select a payment method other than Credit Card in the Payment Method field, enter payment method details for the account in the Automatic Debt form that displays below the Billing Profile list.