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Updating a Billing Profile in Siebel Energy (End User)
When billing a customer, Siebel Energy integrates information, such as exemption information or discounts, that is stored in profiles.
To update a billing profile
- Navigate to the Accounts screen.
- In the Accounts list, click the name of an account.
- Click the Billing Portal view tab.
- Scroll down to the Additional Info form.
- Drill down on the Billing Profile hyperlink.
- In the Billing Profile form, update the information.
For further information about profiles, see Profiles in Siebel Energy.