Billing Preferences

You can add or update billing preferences for the people who are associated with a billing account directly in the Customer Dashboard. Previously, users were directed to their customer information system (CIS) to update these preferences. Billing preferences enable you to specify how billing-related communications are handled for a contact and billing account combination.

Using billing preferences, you can specify:

• The contact's relationship to the billing account.
• Whether the contact receives a copy of the bill, and if so, the number of copies, routing, and format of the bill.
• The purchase order ID that displays on the bill. This field is enabled only if the contact receives a copy of the bill.
• Whether the contact receives collections and overdue notices for the billing account.
• Address information.
• Whether notifications are allowed.

By providing access to billing preferences directly from the Customer Dashboard, agents can easily, add, view, and update a customer's billing preferences without having to access a separate system. This enables agents to be more efficient and handle customer billing inquiries faster.

Steps to enable and configure

You don't need to do anything to enable this feature.

Key resources

• For more information about the billing preferences feature, see "Using the Account Header" in the Oracle Utilities Agent Service User Guide.