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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Using eConsumer Goods Handheld > Business Scenario >

Reviewing Billings

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A common activity at retail outlets is reviewing billings. The sales representative reviews all outstanding invoices, collects payment, and records the payments in his handheld.

To review outstanding invoices, collect payments, and record payments

From the Visit Activities view of the Outlet Visits screen, select the Review Billings activity and tap Start Activity.

The Invoices view in the Accounts screen appears, displaying all outstanding invoices for the current account.

Select the invoice record and drill down on the Invoice # hyperlink.

The Invoice Line Items view in the Billings screen appears.

Tap Pay.

The Invoice Payments view in the Billings screen appears.

Select the Payments list.
Create a new payment record using one of the following methods:
Choose File > New Record.
Tap the Add Record button on the toolbar.

Both actions create a blank record in the Payments list.

Tap the select button in the Payment # field.

This launches the Pick Payment dialog box in which all residual payments or credits that may be applied to the current invoice appear. The records show the balance in the Remaining Amount field.

To pay an invoice, the sales representative may either collect a new payment from the customer, or use existing credit to pay the invoice.

To collect a new payment from the customer, do the following:

In the Pick Payment dialog box, tap New to create a new record.
Enter the payment amount in the Amount field.

NOTE:  The New Amount cannot exceed the values in either the Remaining Amount field on the invoice, or the Remaining Amount on the Payment record. If it does, an error message appears, prompting you to enter a different amount.

Select a value from the Method drop-down list.
Tap OK.

The payment record details are auto-populated in the Payments list.

To use an existing credit to pay off the invoice, do the following:
Select an existing record in the Pick Payment dialog box.

NOTE:  This is an open credit memo or residual payment credited to the customer.

Enter the amount to apply to the invoice in the New Amount field.
Tap OK.
Tap Visit Home to return to the Visit Activities view for the current visit.
Tap End Activity to record the actual end time and to change the activity status to Done.

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