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Entering Payment Information

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, select 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.

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

  6. Complete the necessary fields.

    7. 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.


 Siebel eEnergy Guide 
 Published: 23 June 2003