Accessing Billing Information

To resolve customer inquiries, end users first find the billing account. In this account, they generally record payments. For most other transactions, end users record information at the invoice level.

End users can access the most recent invoice or retrieve past invoices. They can view invoice details, such as line items, after selecting the invoice. In addition, they can view the image of an already-sent invoice bill in HTML format.

Note: Some customers have a consolidated billing account for a number of service items.Siebel Energy allows end users to view charges associated with a billing account, service account, or parent account. For more information about accounts and subaccounts, see Accounts in Siebel Energy.

To access billing information through the Billing Portal view, follow this procedure.

This task is a step in Process of Accessing or Updating Billing Information in Siebel Energy (End User).

To access the Billing Portal view

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the name of the account.

3. Click the Billing Portal view tab.

   The Billing Portal view appears with several lists and forms summarizing the billing information for that account.