View a Bill

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific bill that was issued to the customer. You can access bill history details from the Billing tab.

To view bill details:

1. Access the Customer Information Hub for the billing account you want to review and select the Billing tab.
2. If necessary, use the filters above the table in the Financial History section to locate the bill you want to view.
3. Select the hyperlink in the Transaction Type column for the bill record.
4. The system displays the View Bill Summary drawer on the right side of the screen, which includes:
   • Bill Issued Date and Amount
   • Bill ID
   • Bill Due Date
   • Bill Period
   • Number of Days in Period
   • Bill Summary section, which includes:
     • Previous Balance
     • Total Payments
     • Total Adjustments
     • Total Current Billing Charges
     • Corrections
     • Ending Balance This Period
   • Bill Segments
5. To view details about a bill segment, select a Bill Segment card. Select the X at the top to close the bill segment detail.
6. Optionally, you can navigate to the Bill page by selecting the hyperlinked bill ID at the top of the screen. Use your browser's Back button to return to the View Bill Summary drawer.
7. To close the drawer, select the X at the top.