Siebel Energy Guide > Profiles in Siebel Energy > About Billing Profiles in Siebel Energy >

Creating Billing Profiles for Bill Recipients

To create a billing profile for a bill recipient, follow this procedure.

To create a billing profile for a bill recipient

1. Follow the steps of Creating and Updating a Profile in Siebel Energy (End User).
2. In the link bar of the Profiles view, click Billing Profile.
3. In the Billing Profile list, add a record, and complete the necessary fields.

   Some fields in are described in the following table.

   Field	Comments
   Name	Type a name for the billing account.
   Primary	Select this check box to identify the billing account and billing account address as the primary bill recipient.
   Payment Method	Select the payment method. The payment method determines additional fields to update.
   Contact Last Name	Select a contact to associate with the billing profile. It is not required to associate a contact with a billing profile.
   Address	Select an address to associate with the billing profile. This address is generally used as the primary address to which bills are sent under the billing profile. This address is used in the integration of Siebel Energy and Oracle Utilities Customer Care and Billing. For more information, see Customer Data Mapping from Oracle Utilities Customer Care and Billing to Siebel Energy.
   Email Bill To	Type the email address to which the customer bill is sent electronically.
   External Billing Account #	Displays the number for the external billing account. This field is populated when Siebel Energy sends a preconfigured call to the back-office application to request an account number. The account number then serves as a reference for the external application.
   Budget Billing Flag	Select this check box to indicate that budget billing collection is required.

4. Using the value you select in the Payment Method field, add further information as follows:
   • For a Credit Card value, go to Step 5.
   • For non-credit card values such as Automatic Debit, Check, or Monthly Statement, go to Step 6.
5. Scroll down to the Credit Card Payment form, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Blocked	Displays a check in the check box to indicate that a card is blocked. This field value is determined when you run the credit card through a check using an external application.
   Blocked Reason	Displays the reason for a payment card blockage. This blockage applies only to one particular payment card. If the client has several payment cards, then the client can use another card.

6. Scroll down to the Automatic Debit form, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Bank Routing #	Type the routing number used for direct debit from the bank branch.
   Bank Name	Select the name of a bank from which automatic debits are withdrawn.
   Bank Branch	Type a bank branch from which automatic debits are withdrawn.

   You can enter bank information manually, or select bank records from the list maintained in the Administration - Data screen, Banks view. For more information, see Entering Bank Information in Siebel Energy.

   NOTE:  Some utility companies might maintain a master list of verified, valid bank information in the Administration - Data screen and configure the Siebel application to constrain the lists of values in this view, thus preventing users from capturing invalid bank information. Other utility companies might maintain valid bank information in an external application and integrate the information into the Siebel application.