Siebel Energy Guide > Billing in Siebel Energy >
Entering Payment Against an Outstanding Balance in Siebel Energy (End User)
End users can enter a payment for a customer at either the account level or the invoice level, according to the accounting system used at their company:
- Account-Level Payments. Associate the payment against the account when the company's accounting method applies the payment against the account balance (Balance Forward).
- Invoice-Level Payments. Associate the payment against one or more invoices when the company's accounting method applies the payment against the bill balance (Open Item).
To record a payment at the account level
- Navigate to the Accounts screen.
- In the Accounts list, click the name of an account.
- Click the Billing Portal view tab.
- In the Account Balance form, click Pay.
The Payments list appears with the account information already filled in for the new record.
- In the field, select a method for payment.
- In the Payments list, complete the necessary fields.
Some fields are described in the following table.
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Payment # |
System-generated number. |
Payment Date |
Automatically populated. |
Payment Amount |
Automatically populated based on the account and account balance. Status must be set to Open to enter the amount. Otherwise, it is read-only. |
Status |
Set automatically to Open. End users can edit this record as long as the Status is not Submitted. |
- In the More Info form, complete additional fields, if necessary. The fields displayed depend on the Payment Method selection you made.
- EFT. Deducts payment from the customer's bank account.
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|
Bank Account # |
Customer's bank account number. |
Account Holder Name |
Name under which the customer's bank account is registered. |
Bank Branch |
Reference number of the specific branch of the customer's bank. |
- Credit Card. Charges payment to the customer's credit card.
- Reference. Captures payment details that were made at a third-party location, such as post offices or banks.
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|
Location |
Location where the payment was made. |
Reference # |
Reference number of the payment. |
- Click Submit.
To record a payment against one invoice
- Navigate to the Invoices screen.
- From the Show drop-down list, select All External Invoices.
- In the Invoices list, click Pay.
A new record is created with the payment number, amount, date, and status already populated.
- Continue with Step 5 of To record a payment at the account level, and perform the remaining steps in the procedure.
To record a payment against multiple invoices
- Navigate to the Accounts screen.
- In the Accounts list, click the name of the account.
NOTE: End users can also begin this procedure from the Billing Portal view. For information, see Table 15.
- Click the Payments view tab.
- In the Payments list, add a payment.
- Drill down on the Payments # hyperlink.
The Payment Detail form appears with view tabs beneath it.
- Click the Invoices view tab.
- In the Invoices list, enter the amount that you want to apply to each invoice in the Payment Amount field.
- In the Payment Detail form, enter the total amount.
To view the payment history
- Navigate to the Accounts screen.
- In the Accounts list, click the name of an account.
- Click the Billing Portal view tab.
The Payment History list displays the most current records for the account.
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