Configuring Billing

Self-service options are available to the customer to view a bill, review bill trends, and review payment history.

Configuring Financial History Messaging and Behavior

Note: This documentation provides steps to complete configuration tasks using the Opower Configuration Tool. For more information on using the Opower Configuration Tool, refer to the Oracle Utilities Opower Configuration Tool User Guide.

Customer billing and payment history is displayed which allows customers to select transaction types and dates to view and based on these selections, applicable historical actions are displayed such as posted bills and payments received

To configure Financial History messaging and behavior:

  1. From the Opower Configuration Tool, select Widgets, and then select Financial History. The configurations for Financial History are displayed.
  2. To configure text and messages of the Financial History feature:
    1. Select Text (locale), where locale is the language locale you are configuring.
    2. Text and messages are included for the text used throughout the various experiences of the Financial History features. For example, the Title configuration within the Billing History area allows for the definition of the top title for the Financial History area.
    3. Select Save Changes to save any changes to the default text and messages. Text and messages that are directly available are updated in the preview, while text and messages in secondary locations may not be directly highlighted in the preview.
  3. To configure the behavior of the Financial History feature:
    1. Select Functionality.
    2. Make any required configuration changes. For example, the Download File Fields option allows you to define the fields included and their order in the financial history files when a customer selects to download the information. The help text provided with configurations can provide additional explanation of each available option, including the available fields for the Download File Fields option.
    3. Select Save Changes to save any changes to the default configurations. Certain configurations that are directly available are updated in the preview, while some configurations may not be directly highlighted in the preview.
  4. Refer to the Oracle Utilities Opower Configuration Tool User Guide for steps to publish configuration changes.

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