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

Viewing Invoices

Use the procedures in this topic to access and view billing information in invoices.

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

Accessing Invoice Views

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

To access the Invoice views

1. Navigate to the Invoices screen.
2. In the Show drop-down list, select All External Invoices.

   The Invoices list displays the bills that are generated by an external application. The information in the Invoices list (header information) is generally stored in the Siebel database. However, due to the large volume of data, it is not recommended that your company store the Invoice Line Item information in the Siebel database, but instead access that data in real time through integration.

   NOTE:  When you select All Invoices from the Show drop-down list, the Invoices list displays all invoices, including external invoices.

3. In the Invoices list, perform a query in the Bill To Account field for the account name.

   The Invoices list displays all invoices for that account, sorted by invoice number.

4. In the Invoices list, drill down on the invoice number of the invoice you want to view.
5. Click a view tab to access specific information for that invoice.

Viewing Invoice Line Items

To view line items for an invoice, follow this procedure.

To view invoice line items

1. Navigate to the Invoices screen.
2. In the Show drop-down list, select All External Invoices.
3. In the Invoices list, drill down on the invoice number of the invoice.

   The Invoices form appears with the Line Items list beneath it.

Viewing Invoice Images

To view the image of an invoice, follow this procedure.

To view the image of an invoice

1. Navigate to the Invoices screen.
2. In the Show drop-down list, select All External Invoices.
3. In the Invoices list, drill down on the invoice number of the invoice.
4. Click the Invoice Image view tab.

   The invoice appears as a graphic at the URL that the administrator sets up. For more information, see Setting Up the Invoice Image Feature in Siebel Energy.

Viewing Invoice History

To view the invoice history, follow this procedure.

To view the invoice history

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.

   The Invoice History list displays the most current records for the invoice. If the information does not appear in the Invoice History list, then perform a query to access the correct records.

4. Drill down on the invoice number of the invoice.
5. In the Line Items list, click the view tab for the information you want to view.