Using the Billing Tab
To answer customer inquiries or determine how to best serve a customer, you might need to view information about their utility bills. After accessing a billing account in the Customer Intelligence Hub, you can use the Billing tab to view and analyze billing history, data, and trends. The scorecard in the header includes the amount of the last bill to give you a quick view of how much the customer owes.
Billing account information is displayed in the following sections:
- Financial History: This section of the Billing tab displays a record for each bill, payment, and adjustment associated with the billing account over the selected time period. You can view all financial history records, or filter the list to display only bills, payments, or adjustments. You can also specify a time period to display. When you select the Transaction Type link for a record in this list, the system displays detailed information about the transaction.
- Billing Highlights: This section of the Billing tab provides important information about whether the customer is enrolled in billing programs such as auto pay, budget billing, and e-bill enrollment.
- Billing History: This section of the Billing tab displays a chart that represents the billing history for the last six months for the selected account. For each bill period, the chart displays two bars. The first bar can include multiple sections, which represent the amounts associated with each service type included on the bill. The second bar represents the ending balance for that bill. You can select a bar in the chart to view bill details, or select the View more details link to view additional billing history.