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 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 79 describes the elements of this page.

Table 79. 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.

Select Billing Accounts Module

This module displays the following elements:

  • Module title text and data: Select one or More Billing Accounts (Number Item(s))
  • Column titles:
    • Column selection radio button
    • Text and sorting link: Billing Account
    • Text and sorting link: Recurring
    • 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)

Select Billing Accounts 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 a Payment Option page for the selected billing accounts. For details, see Select a Payment Option Page Elements.
  • Button: Reset
    Action: Clears the form fields.
Select a Payment Option Page Elements

Table 80 describes the elements of this page.

Table 80. Select a Payment Option Page Elements
Page Element
Description

Page Title

Select a Payment Option

Selected Billing Accounts Module

This module displays the following elements:

  • Module title text and data: Selected Billing Accounts (Number Item(s))
  • 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: Select a payment account and a date for this payment transaction.
  • Radio button and text: Button Use Payment Account
  • Drop-down list: Payment account list
  • Radio button and text: Button Enter a 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 you have configured your implementation to charge convenience fees, then the Convenience Fee Confirmation page displays. For details, see Use Case: Editing a One-Time Payment Transaction. Otherwise, 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.
Enter Bank Account Information Page Elements

Table 81 describes the elements of this page.

Table 81. 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:

  • Text: Select Payment Account Type:
  • Radio button (selected) and text: Button Bank Account
  • Radio button and text: Button Credit Card
    Action: Displays the Enter Credit Card Information Page. For details, see Enter Credit Card Information Page 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 the Account 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 82 describes the elements of this page.

Table 82. Enter Credit Card Information Page Elements
Page Element
Description

Page Title

Enter Credit Card Information

Selection Module

This module displays the following elements:

  • Text: Select a Payment Account Type:
  • Radio button and text: Button Bank Account
    Action: Displays the Enter Bank Account Information Page. For details, see Enter Credit Card Information Page Elements.
  • Radio button (selected) and text: Button Credit Card

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: *First Name on Credit Card Field
  • Text and blank field for data entry: *Last 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: Email Address Field
  • Text and blank field for data entry: *City Field
  • Text and drop-down list: *State List
  • Text and blank field for data entry: *Postal Code Field
  • Text and drop-down list: *Country List
  • Text and drop-down list: *Credit Card Type List
  • Text: *Required Fields
  • Button: Next
    Action: If you have configured your implementation to charge convenience fees, then the Convenience Fee Confirmation page displays. For details, see Use Case: Editing a One-Time Payment Transaction. Otherwise, the Confirm One-Time Payment page appears. For details, see Confirm One-Time Payment Page Elements.
  • Button: Cancel
    Action: Cancels the action.
Convenience Fee Confirmation Page Elements

Table 83 describes the elements of this page.

Table 83. 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
  • One of the following selections:
    • Text and data: Payment Account Payment account name
    • Text and data: Name on Credit Card Name
  • Text and data: Payment Date Date
  • Text and data: Payment Amount Amount
  • 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 want to continue, check the box below. Otherwise, click Cancel 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.
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

If selecting an existing bank account:

  • Text and data: Payment Account Account name
  • Text and data: Payment Date Payment date
  • Text and data: Billing Account Account number
  • Text and data: Total Payment Amount Currency and Total payment amount

If selecting an existing credit card account:

  • 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: Payment Amount Currency and Payment amount
  • (If a convenience fee is configured) Text and data: Convenience Fee Currency and Fee
  • (If a convenience fee is configured) Text and data: Total Payment Amount Currency and Total payment amount

When entering bank account information:

  • Text and data: Bank Name Name
  • Text and data: Account Type Account type
  • Text and data: Payment Date Payment date
  • Text and data: Billing Account Account number
  • Text and data: Total Payment Amount Currency and Total payment amount

Payment Details Module (continued)

When entering credit card information:

  • Text and data: Name on Credit Card Name
  • Text and data: Account Type Account type
  • Text and data: Payment Date Payment date
  • Text and data: Billing Account Account number
  • Text and data: Payment Amount Currency and Payment amount
  • (If a convenience fee is configured) Text and data: Convenience Fee Currency and Fee
  • (If a convenience fee is configured) Text and data: Total Payment Amount Currency and Total payment amount

Enter Security Information Module

This module displays the following elements:

  • Module title text: Enter Security Information
  • Text and blank field: *Credit Card Number Field
  • Text and blank field: *Expiration Date Field
  • Text and blank field: *CVV Code Field
  • Text: CVV Code is used for validation purpose only
  • Text: *Required Fields
  • 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 Transaction Module (Displays after editing a one-time payment only)

This module displays the following elements:

  • Module title text: Payment Transaction
  • Text and data: Payment Date Payment date
  • Text and data: Total Payment Amount Currency and Total payment amount
  • 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.

Account Selected for Payment Module (Displays after editing a one-time payment only)

This module displays the following elements:

  • Module title text: Account Selected for Payment (Number Item(s))
  • Column titles:
    • Text: Account Number
    • Text: Payment Account
    • Text: Due Date
    • Text and data: Amount Due (Currency)
    • Text and data: *Payment Amount (Currency)
  • Column content:
    • Data: Account number
    • Data: Payment account
    • Data: Due date
    • Data: Amount due
    • Data: Payment amount
  • Content of total row:
    • Text: Total
    • Data: Total payment amount

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: Success Message
  • Text and data: Thank you for your payment. It is currently being processed. Your Payment ID is Payment ID. Review the Payment Activity screen for an updated status in the next 24 hours.
  • Printer-friendly element

Payment Details Module

This module displays the following elements:

  • Module title text: Payment Details
  • (For a bank account payment only) Text and data: Bank Name Bank name
  • (For a bank account payment only) Text and data: Account Type Account type
  • (When selecting an existing payment account) 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: Payment Amount Currency and Payment amount
  • (If a convenience fee is configured) Text and data: Convenience Fee Currency and Fee
  • (If a convenience fee is configured) Text and data: Total Payment Amount Currency and Total payment amount
  • (When entering new bank or credit card information) Text and link: Save Payment Account for Future Use
    Link target: Displays the Create a Payment Account page with the payment account information already entered. For details, see Create a Payment Account Page Elements.

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