Siebel Energy Guide > Billing in Siebel Energy > Process of Entering Payment Against an Outstanding Balance in Siebel Energy (End User) >
Recording Account-Level Payments
To associate the payment against the account when the company's accounting method applies the payment against the account balance (Balance Forward), perform this task. This task is a step in Process of Entering Payment Against an Outstanding Balance in Siebel Energy (End User). To record a payment at the account level
- Navigate to the Accounts screen, then the Accounts List view.
- Drill down on the name of the account.
- Click the Billing Portal view tab.
- In the Account Balance form, click Pay.
The Payments list appears with the account information for the new record.
- In the field, select a method for payment.
- In the Payments list, complete the necessary fields.
Some fields are described in the following table.
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Payment # |
Displays a payment number that is automatically generated. |
Payment Date |
Displays a payment date that is automatically generated. |
Payment Amount |
Displays the payment amount by using the account and account balance. The Status field must be Open to enter the amount. Otherwise, this field is read-only. |
Status |
Displays a status value of Open. You can change this value to a value other than Submitted. |
- In the More Info form, complete additional fields, if necessary.
The available fields depend on the Payment Method selection you make as follows:
- EFT. Deducts payment from the customer's bank account.
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Bank Account # |
Type the customer's bank account number. |
Account Holder Name |
Type the name under which the customer's bank account is registered. |
Bank Branch |
Type the reference number of the specific branch of the customer's bank. |
- Credit Card. Charges payment to the customer's credit card.
- Reference. Captures payment details at a third-party location, such as post offices or banks.
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Location |
Type the location where the payment is made. |
Reference # |
Type the reference number of the payment. |
- Click Submit.
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