Siebel Communications Guide > Billing in Siebel Communications > Process of Accessing or Updating Billing Information in Siebel Communications (End User) >

Accessing Billing Information

To resolve customer inquiries, end users first find the billing account. In this account, they generally record payments. For most other transactions, end users record information at the invoice level.

End users can access the most recent invoice or retrieve past invoices. They can view invoice details, such as line items, after selecting the invoice. In addition, they can view the image of an already-sent invoice bill in HTML format.

End users can navigate to the billing profile portal to view details about a billing profile. These details include balance groups, unbilled usage, bills, payments, and adjustments. You can return to the billing profile portal from the views accessed through the portal by clicking the Billing Profile link at the top of the view.

NOTE:  Some customers have a consolidated billing account for a number of service items. Siebel Communications allows end users to view charges associated with a billing account, service account, or parent account. For more information about accounts and subaccounts, see Accounts in Siebel Communications.

To access billing information through the Billing Portal view, follow this procedure.

This task is a step in Process of Accessing or Updating Billing Information in Siebel Communications (End User).

To access the billing profile portal

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, click the Name field for the account.
3. In the Account Summary view, do one of the following:
   • Scroll to the Billing Profile list, and click the link in the Name field of the appropriate billing profile.

     The service account is set to the paying account. The Profile Portal view shows all ordered usage of the assets of the paying account, along with rolled-up amounts for usage by nonpaying child accounts of the paying account, if any, for that billing profile.

   • Scroll to the Installed Assets list, and click the link in the Billing Profile field of the appropriate asset.

     The service account is set to the paying account. The Profile Portal view shows all ordered usage of the assets of the paying account, along with rolled-up amounts for usage by nonpaying child accounts of the paying account, if any, for that billing profile.

   • Scroll to the Billing Items list, and click the link in the Billing Profile field of the appropriate billing item.

     The service account is set to the account for which the current billing item was ordered, which might be either a paying account or a nonpaying child account. Consequently, if you want to display usage for the account currently displayed in the Account Summary view, then make sure to drill down on the Billing Profile field of a billing item ordered for that current account.

     • For a paying account, the Profile Portal view shows all ordered usage of the assets of the paying account, along with rolled-up amounts for usage by nonpaying child accounts of the paying account, if any, for that billing profile.
     • For a nonpaying child account, the Profile Portal view shows all ordered usage of the assets of the nonpaying child account only, for that billing profile.

       The billing Profile Portal view displays forms for the billing profile details and the billing profile balance summary. View tabs for Balance Group, Unbilled Usage, Bills, Payments, and Adjustments appear below the forms. The Balance Group view tab displays a list of balance groups for the billing profile. Except for the Adjustments view, these views use virtual business components to bring real-time data from the external Billing and Revenue Management application.

4. In the Balance Summary form, click Refresh to retrieve up-to-date data from the billing application.