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Entering Payment Information in Siebel Communications (End User)

The Payment Information view allows end users to submit a record of payment received from a customer in response to a credit alert. One possible resolution for a credit alert involves the customer's immediate payment of the amount outstanding. End users can enter multiple instances of payment information for a single credit alert.

The Credit Alert Detail form displays a selected credit alert. The Payment Information form changes dynamically depending on the payment method end users select in the Method field.

To create a payment record

1. Navigate to the Credit Management screen.
2. In the Credit Alerts list, click the Alert # of a credit alert record.
3. Click the Payments view tab.
4. Scroll down to the Payment Detail form and add a record.
5. In the Payment Method field, select the type of payment method used by the customer to make a payment.

   When you select a payment method from the Method drop-down list, additional fields appear in the form.

6. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Card # (Credit Card only)	The number on the front of the credit card.
   Reference Location (Reference only)	The name of the third-party business (for example, bank or post office name).
   Reference # (Reference Only)	The purchase order or receipt number.

For more information about entering payment information, see Entering Payment Against an Outstanding Balance in Siebel Communications (End User).