Downloading Billing and Payment Information

As a CSR, you can download billing and payment information for a customer's account.

Downloading a Customer's Current Bill

Complete the following steps to download a customer's current bill.

To download a customer's current bill:

1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
2. While masquerading as the customer, from Billing and Payment, select View Bill. The customer's current bill is displayed.
3. Select View bill (PDF) to download a PDF version of the customer's bill.

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Downloading Billing and Payment History

Complete the following steps to download billing and payment history for a customer.

To download billing and payment history:

1. Sign in to the Digital Self Service - Transactions Web Portal with CSR user account and password.
2. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
3. While masquerading as the customer, from Billing and Payment, select View Bill. The customer's billing and payment history is displayed.
4. Select Download History to download the customer's billing and payment history as a comma separated value (CSV) file.

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