Self-Service Application Guide for Oracle Billing Insight > Making and Managing Payments >

Use Case: Making a One-Time Payment


This use case lets a user make a one-time bill payment. A user can make a one-time payment on one or more billing accounts and specify the amount to pay on each. Existing payment accounts or a new bank account, debit card, or credit card can be used to make the payment.

Main Path for Making a One-Time Payment

The main path occurs when a user clicks Pay Now on the Dashboard to display the Make a One-Time Payment page.

Alternate Paths for Making a One-Time Payment

The following alternate paths can occur in this use case:

  • The user clicks Payments, and then One Time.
  • The user clicks Pay Now on a statement-related page.
Make a One-Time Payment Page Elements

Table 82 describes the elements of this page.

Table 82. Make a One-Time Payment Page Elements
Page Element
Description

Page Title

Make a One-Time Payment

Search Billing Accounts Module

This module displays the following elements:

  • Module title text: Search Billing Accounts
  • Text: *To filter the list of billing accounts below you can either provide a billing account number (wildcards are accepted), or a statement due by date.
  • Text and blank field for data entry: Billing Accounts Field
  • Text and blank field for data entry: Statement Due By Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Button: Submit
    Action: Searches for the account.

Report Details Module

This module displays the following elements:

  • Module title text and data: Select 1 or More Billing Accounts (Number items)
  • Column titles:
    • Column selection radio button
    • Text and sorting link: Billing Account
    • Text and sorting link: Rec.
    • Text, data, and sorting link: Statement Date
    • Text, data, and sorting link: Statement Amount Due (Currency)
    • Text, data, and sorting link: Statement Due Date
    • Text, data, and sorting link: Latest Payment Date
    • Text, data, and sorting link: Latest Payment Amount (Currency)
    • Text, data, and sorting link: Current Amount Due (Currency)

Report Details Module, continued

  • Column content:
    • Radio button
    • Data: Account Number
    • Data: Recurring payment icon or blank
    • Data: Statement date
    • Data: Statement amount due
    • Data: Statement due date
    • Data: Latest payment date
    • Data: Latest payment amount
    • Data: Current amount due
  • Button: Next
    Action: Displays the Select Payment Options page for the selected billing accounts. For details, see Select Payment Options Page Elements.
  • Button: Reset
    Action: Clears the form fields.
Select Payment Options Page Elements

Table 83 describes the elements of this page.

Table 83. Select Payment Options Page Elements
Page Element
Description

Page Title

Select Payment Options

Selected Billing Accounts Module

This module displays the following elements:

  • Module title text and data: Selected Billing Accounts (Number items)
  • Column titles:
    • Text and sorting link: Billing Account
    • Text, data, and sorting link: Statement Date
    • Text, data, and sorting link: Statement Amount Due (Currency)
    • Text, data, and sorting link: Statement Due Date
    • Text, data, and sorting link: Latest Payment Date
    • Text, data, and sorting link: Latest Payment Amount (Currency)
    • Text, data, and sorting link: Current Amount Due (Currency)
    • Text and data: Payment Amount (Currency)

Selected Billing Accounts Module, continued

  • Column content:
    • Data: Account Number
    • Data: Statement date
    • Data: Statement amount due
    • Data: Statement due date
    • Data: Latest payment date
    • Data: Latest payment amount
    • Data: Current amount due
    • Blank field for data entry
  • Total row:
    • Text: Total
    • Data: Statement amount due
    • Data: Latest payment amount
    • Data: Current amount due
    • Data: Amount entered for payment

Enter Payment Details Module

This module displays the following elements:

  • Module title text and data: Enter Payment Details
  • Text: Please select a payment account and a date for this payment transaction.
  • Radio button and text: Button Use Payment Account
  • Drop-down list: Payment account
  • Radio button and text: Button Enter Payment Account
  • Drop-down list: Payment account type
  • Text and blank field for data entry: Payment Date Field
  • Icon and link: Calendar
    Link target: Popup Calendar Selector
  • Button: Next
    Action: If the users selected the Use Payment Account option, the Confirm One -Time Payment page displays. For details, see Confirm One-Time Payment Page Elements. If the user selected the Enter Payment Account option and account type, then one of the following pages displays:
  • Button: Cancel
    Action: Cancels the action.
Confirm One-Time Payment Page Elements

Table 84 describes the elements of this page.

Table 84. Confirm One-Time Payment Page Elements
Page Element
Description

Page Title

Confirm One-Time Payment

Confirmation Message Module

This module displays the following element:

  • Text: Confirmation
    You are about to make a payment transaction with the selected payment account, for the billing accounts listed below.

Payment Details Module

This module displays the following elements:

  • Module title text: Payment Details
  • Text and data: Payment Account Payment account name
  • Text and data: Payment Date Payment date
  • Text and data: Billing Account Account number
  • Text and data: Total Payment Amount Currency Total payment amount
  • (If configured) Text and data: Convenience Fee Currency Fee
  • Button: Submit
    Action: Submits the payment and displays the Payment Summary page. For details, see Payment Summary Page Elements.
  • Button: Cancel
    Action: Cancels the action.

Payment Summary Page Elements

Table 85 describes the elements of this page.

Table 85. Payment Summary Page Elements
Page Element
Description

Page Title

Payment Summary

Payment Success Message Module

This module displays the following element:

  • Text and data: Thank you for your payment. It is currently being processed and your Payment ID is Payment ID. Please review the Payment Activity screen for an updated status in the next 24 hours. Email notification will be sent to Email Address.
  • Printer-friendly element

Payment Details Module

This module displays the following elements:

  • Module title text: Payment Details
  • Text and data: Payment Account Payment account name
  • Text and data: Payment Date Payment date
  • Text and data: Billing Account Account number
  • Text and data: Total Payment Amount Currency Total payment amount

Enter Bank Account Information Page Elements

Table 86 describes the elements of this page.

Table 86. Enter Bank Account Information Page Elements
Page Element
Description

Page Title

Enter Bank Account Information

Payment Account Type Module

This module displays the following elements:

Bank Account Information Module

This module displays the following elements:

  • Module title text: Enter Bank Account Information
  • Text: Bank Account Information
  • Text and blank field for data entry: *Bank Name Field
  • Text and drop-down list: * Account Type Account type
  • Text and blank field for data entry: *Account Number Field
  • Text and blank field for data entry: *Confirm Acct Number Field
  • Text and blank field for data entry: *Routing Number Field
  • Graphic: Bank check with routing and account number callouts
  • Text: *Required Fields
  • Button: Next
    Action: Displays the Confirm One-Time Payment page. For details, see Confirm One-Time Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.
Enter Credit Card Information Page Elements

Table 87 describes the elements of this page.

Table 87. Enter Credit Card Information Page Elements
Page Element
Description

Page Title

Enter Credit Card Information

Payment Account Type Module

This module displays the following elements:

Credit Card Information Module

This module displays the following elements:

  • Module title text: Enter Credit Card Information
  • Text: Credit Card Information
  • Text and blank field for data entry: *Name on Credit Card Field
  • Text and blank field for data entry: *Street Address Field
  • Text and blank field for data entry: Apt./Suite Number Field
  • Text and blank field for data entry: *City Field
  • Text and drop-down list: *State State
  • Text and blank field for data entry: *Postal Code Field
  • Text and drop-down list: *Country Country

Text and blank field for data entry: *Credit Card Number Field

Credit Card Information Module, continued

  • Text and blank field for data entry: *Confirm Card Number Field
  • Text and drop-down list: *Credit Card Type Credit card type
  • Text and blank field for data entry: *Expiration Date (MM/YYYY) Field
  • Text and blank field for data entry: *CVV Code Field
  • Text: CV Code is used for validation purpose only
  • Text: * Required Fields
  • Graphical logos: Pulse, NYCE, and Star
  • Button: Next
    Action: If you have configured your implementation to charge convenience fees, then the Convenience Fee Confirmation page displays. For details, see Convenience Fee Confirmation Page Elements. Otherwise, the Confirm One-Time Payment page displays. For details, see Confirm One-Time Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.
Enter Debit Card Information Page Elements

Table 88 describes the elements of this page.

Table 88. Enter Debit Card Information Page Elements
Page Element
Description

Page Title

Enter Debit Card Information

Payment Account Type Module

This module displays the following elements:

Debit Card Information Module

This module displays the following elements:

  • Module title text: Enter Debit Card Information
  • Text: Debit Card Information
  • Text and blank field for data entry: *Name on Debit Card Field
  • Text and blank field for data entry: *Street Address Field
  • Text and blank field for data entry: Apt./Suite Number Field
  • Text and blank field for data entry: *City Field
  • Text and drop-down list: *State State
  • Text and blank field for data entry: *Postal Code Field
  • Text and drop-down list: *Country Country

Debit Card Information Module, continued

  • Text and blank field for data entry: *Debit Card Number Field
  • Text and blank field for data entry: *Confirm Card Number Field
  • Text and blank field for data entry: *Expiration Date (MM/YYYY) Field
  • Text and blank field for data entry: *CVV Code Field
  • Text: CVV Code is used for validation purpose only
  • Text: *Required Fields
  • Graphical logos: Pulse, NYCE, and Star
  • Button: Next
    Action: If you have configured your implementation to charge convenience fees, then the Convenience Fee Confirmation page displays. For details, see Convenience Fee Confirmation Page Elements. Otherwise, the Confirm One-Time Payment page displays. For details, see Confirm One-Time Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.
Convenience Fee Confirmation Page Elements

Table 89 describes the elements of this page.

Table 89. Convenience Fee Confirmation Page Elements
Page Element
Description

Page Title

Convenience Fee Confirmation

Convenience Fee Module

This module displays the following elements:

  • Module title text: Convenience Fee
  • Text and data: Payment Account Payment account name
  • Text and data: Payment Date Date
  • Text and data: Payment Amount Amount
  • (If configured) Text and data: Card type Convenience Fee Currency Amount
  • Text and data: Total Payment Amount Currency Amount
  • Text and data: There is a Currency Amount convenience fee to process this payment. If you understand and accept this fee and wish to continue, please check the box below and continue. Otherwise, select the Cancel button and no charges will be made to your account.
  • Radio button, text, and data: Button I understand and accept the Currency Amount convenience fee and wish to proceed with my payment.
  • Button: Next
    Action: Displays the Confirm One-Time Payment page. For details, see Confirm One-Time Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.
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