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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. For more information about profiles, see Profiles in Siebel Energy.

To update a billing profile

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the name of the account.
3. Click the Billing Portal view tab.
4. Scroll down to the Additional Info form.
5. Drill down on the billing profile of a record.
6. In the Billing Profile form, update the fields as necessary.