Viewing Bill and Bill Segment Details

To answer customer inquiries, or determine how to best serve a customer, you might need to view detailed information about a specific utility bill. You can use the following methods to access bill and bill segment details from the Billing tab:

  • Click on a bar in the Billing History chart.
  • Click on a bill record in the Financial History section.
  • Click the View button on the Last Bill option in the Billing Highlights section.

After you select a bill, you can see detailed information about the bill as a whole, open a PDF of the bill (if it is available in your CIS), or you can select individual bill segments to view more granular detail. If there are fewer than 10 bill segments on a bill, each segment is listed. If there are 10 or more segments, the system groups the segments by service type. You can click on a segment or group of segments to see the detailed information.

To view bill and bill segment details:

  1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
  2. Complete one of these actions to access bill details:
    • Click on a bar in the Billing History chart.
    • Click on a bill record in the Financial History section.
    • Click the View button on the Last Bill option in the Billing Highlights section.
  3. The system displays the Bill drawer on the right side of the screen, which includes:
    • Bill Issued Date
    • Bill ID
    • Bill Due Date
    • Bill Period
    • Number of Days in Period
    • A PDF icon that you can click on to view the bill. This option is only available if the PDF URL is available in your CIS.
    • Previous Balance
    • Total Payments
    • Total Adjustments
    • Total Current Billing Charges
    • Ending Balance for This Period
    • A card for each bill segment, or group of bill segments, included in the bill.
  4. To view details about the bill segments included in the bill, click on a bill segment or bill segment group card. If there are more than 10 bill segments in the selected bill, the system groups the bill segments by service type, and displays segment group card instead of individual bill segment cards.
  5. The system displays the Bill Segment drawer, which includes a search bar and a card for each of the selected bill segments. Information on the cards includes:
    • Bill Segment Name
    • Bill Segment ID
    • Status
    • Premise Address
    • Current Amount
    • Rate Plan Code
    • Service Quantity
    • A detailed list of the bill segment calculations
  6. Use the search bar to locate and view other bill segments. Note that if you selected a bill segment group to access the Bill Segment drawer, you can only search for bill segments associated with that service type. You can search by address, rate plan, or amount.
  7. Click the bill segment to open the bill segment detail. The system displays:
    • Segment Name
    • Segment ID
    • Premise Address
    • Status
    • Current Amount
    • Rate Plan Code
    • Service Quantity
    • Bill Segment Calculations
  8. To return to the Bill Segment drawer, click the < button at the top.
  9. To return to the Bill drawer, click the < button at the top again.
  10. To close the drawer at any time, click the X at the top.

Parent topic: Viewing Financial History Details