Self-Service Application Guide for Oracle Billing Insight > Making and Managing Payments >
Use Case: Creating a Recurring Payment
This use case lets a user set up recurring payments for one or more billing accounts using a saved payment account. A recurring payment is an automatic payment made on a chosen transfer date, for a chosen amount type (total, total with threshold, or a fixed amount), and for a selected effective period. Main Path for Creating a Recurring Payment
The main path occurs when a user clicks Add Recurring Payment on the Recurring Payment page. Alternate Paths for Creating a Recurring Payment
No alternate paths occur in this use case. Create Recurring Payment Page Elements
Table 93 describes the elements of this page.
Table 93. Create Recurring Payment Page Elements
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Page Title |
Create Recurring 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.
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Select Billing Accounts Module |
This module displays the following elements:
- Module title text and data: Select Billing Accounts (Number items)
- Column titles:
- Column selection radio button
- 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
- Column content:
- Radio button
- Data: Account number
- Data: Statement date
- Data: Statement amount due
- Data: Statement due date
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Select Payment Account Module |
This module displays the following elements:
- Module title text: Select Payment Account
- Radio button and text: Button Use Saved Payment Account
- Drop-down list: Payment account list
- Text and link: Create New Payment Account
Link target: Displays the Create Payment Account page. For details, see Create Payment Account Page Elements.
- Button: Next
Action: Displays the Select Payment Amount Type, Select Payment Transfer Date, and Select Effective Period modules.
- Button: Back
Action: Displays the Search Billing Accounts module.
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Message Module |
This module displays the following elements:
- Text: Warning Message
Recurring Payment setup will be effective only from the next billing cycle. Please take a moment to pay the total amount due for your current bill by making a One-Time Payment.
- Button: Next
Action: Displays the Confirm Recurring Payment page. For details, see Confirm Recurring Payment Page Elements.
- Button: Back
Action: Displays the Search Billing Accounts module.
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Select Payment Amount Type Module |
This module displays the following elements:
- Radio button and text: Button Total Account Due
- Radio button, text, data, and blank field for data entry: Button Total Amount Due With a Threshold of Currency Field
- Text: (You will be notified by e-mail if Amount Due exceeds the desired threshold.)
- Radio button, text, data, and blank field for data entry: Button Fixed Amount Currency Field
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Select Payment Transfer Date Module |
This module displays the following elements:
- Radio button, text, and blank field for data entry: Button Field Days Before Due Date
- Text: (Please enter a valid number of days between 0 and 30)
- Radio button, text, and drop-down list: Button On The List Of Every Month
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Select Effective Period |
This module displays the following elements:
- Radio button and text: Button Until Canceled
- Radio button, text, and blank field for data entry: Button For Field payments
- Radio button, text, and blank field for data entry: Button Until Date Field
- Icon and link: Calendar
Link target: Popup Calendar Selector
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Confirm Recurring Payment Page Elements
Table 94 describes the elements of this page.
Table 94. Confirm Recurring Payment Page Elements
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Page Title |
Confirm Recurring Payment |
Selected Billing Accounts Module |
This module displays the following elements:
- Module title text: Select Billing Accounts
- Text and data: Account Number Account number
- Button: Submit
Action: Displays the Recurring Payment page with a success message. For details, see Recurring Payment Page Elements.
- Button: Cancel
Action: Cancels the action.
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Recurring Payment Summary Module |
This module displays the following elements:
- Module title text: Select Billing Accounts
- Text and data: From Payment Account Account name
- Text and data: Account Type Type
- Text and data: Payment Interval Payment interval
- Text and data: Effective Period Effective period
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Confirm Recurring Payment Module (After editing an existing recurring payment) |
This module displays the following elements:
- Module title text: Confirm Recurring Payment
- Text and data: Billing Account Billing account From Payment Account Payment account
- Text and data: Account Type Type Payment Date Option Payment date option
- Text and data: Effective Period Effective period
- Button: Submit
Action: Displays the Recurring Payment page. For details, see Recurring Payment Page Elements.
- Button: Cancel
Action: Cancels the action.
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