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Step‐by‐Step Guide to eBill for Non‐Student Customers
How to See and Pay UC Berkeley BFS Account Information Online
Introduction
• Many Customers have questions concerning the billing process at UC Berkeley.
• In response, we have developed this online presentation designed to provide helpful information that is available to you when you want it.
• This presentation is a step‐by step guide to show you how to access and navigate the online billing system.
UC Berkeley BFS eBill for Non‐Student Customers 2
Outline
• Getting Access• Initial Login• Viewing Account Information – eBill Menu
– Bills – Summary ‐ Search– Account Balance– Balance Detail– Payment History– Preferences– Profile– Contact Us
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Getting Access
• To request a User ID and temporary password, submit the Request Form at http://ebill.berkeley.edu
• Account‐holder name• Account number• Email address
• Allow 3‐5 business days for activation.
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Getting Access ‐ Login
• Customers login through the eBill Customer Portal:– Go to: http://ebill.berkeley.edu
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Getting Access ‐ Login
Enter your User ID and Temporary Password
Your User ID and password were provided to you via email.
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Initial Login: Create a New Password
The first time you login you will be prompted to change your password.
Once you have entered and confirmed in your new password, click the submit button.
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Initial Login: Password Rules
Passwords must conform to the following rules:– Be at least eight characters– Have at least one upper case character– Have at least one lower case character– Have at least one number– Have at least one punctuation/special character (e.g. ~,!,@,#,$,%,^,&,*)
– Cannot contain spaces
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Initial Login: Using Your New Password
To confirm that the password change was successful, sign‐on using your User ID and the new password:
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Viewing Account Information
eBill Menu Options
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eBill Menu Overview
• Select eBill Payment:
An overview of the information found on each page can be found on the next few slides.
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eBill Menu Overview• Bills: All invoices created for this account in the default timeframe specified in My Preferences and drill down to request a copy of a particular invoice.
• Account Balance: Summary of account balance information at the top of the page and listing of balance by billing department and aging category.
• Balance Detail: Invoices that make up the current open balance.
• Payment History: All payments received within the default timeframe specified in My Preferences.
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eBill Menu Overview ‐ Continued
• My Preferences: Allows you to specify the default search parameters for the Bills, Payment History and Balance Detail pages as well as specifying their preferred display currency, exchange rate type and payment method.
• Profile: Allows you to edit your contact name, your email address and how you would like to have your invoices delivered. It also provides a link for the contact to view the customer address information UC Berkeley has on file.
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eBill Menu Overview ‐ Continued
• Contact Us: Use this page to contact us on any questions you may have. Please allow 1‐2 business days for a response.
• Customers: If your login allows you to view multiple customer’s information, you can select to access a different account.
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eBill Menu ‐ BillsBills: All invoices created for this customer’s account in the default timeframe specified in My Preferences. On the Bills page you can:
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• Change the search criteria for the invoices shown by clicking on the Bill Search link
• Click on invoice number to see more information and to request a copy
eBill Menu ‐ Bills – Bill SummaryOn the Bill Summary page you can:• See how the current balance changed from the original invoice amount
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• View any additional line information, if provided
• View details on any taxes accessed• Return to the
Bill List
• Request an invoice copy
• View any supporting documents, if provided
• View details on any discounts or surcharges accessed
eBill Menu ‐ Bills ‐ Bill Search
On the Bill Search page you can:• Search for a specific invoice (you can use the wildcard % to search for all
invoices which contain certain characters, for example, you can search for all invoices that begin with a UK by entering in UK% in the invoice field)
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• Search for invoices within a specific date range
• Search for invoices within a specified amount range
• Determine the order the invoices are listed in
• Clicking the Search button will return your updated search results
eBill Menu ‐ Account BalanceAccount Balance: Summary of current account balance information at the top of the page and a listing of the balance by billing department and aging category.
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• See account summary information
• See the most recent transactions posted to the account
• See the account information by aging buckets
NOTE: Any information in the grids can be resorted simply by clicking on the column titles.
• Select billing department
eBill Menu ‐ Balance Detail
Balance Detail: Invoices that make up the current open balance. From the Balance Detail page, you can:
• Change the search criteria for the invoices shown by clicking on the Item Search link
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• Click on any invoice number to see the invoice details
eBill Menu ‐ Balance Detail ‐ Item SearchOn the Item Search page you can:• Search for a specific item (you can use the wildcard % to search for all items
which contain certain characters)
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• Search for On Account Items (payments which have not yet been applied to open invoices ) or Invoices
• Search for Open Items or Closed Items • Search for Items in Dispute, Collections or
Deductions• Search for items within a specific date
range• Search for items within a specific amount
range• Search for items by currency• Determine the order the items are listed in • Clicking the Search button will
return updated search results
eBill Menu ‐ Payment HistoryPayment History: All payments received within the default timeframe specified in My Preferences. You can change the payment search criteria if the payment you are searching for does not appear in the list.
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• NOTE: If “Payment Applied” = No, the payment has been received, but not yet posted to the account.
eBill Menu ‐ Payment History –Payment Search
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On the Payment Search page you can:• Search for a specific payment (you can use the wildcard % to search for all
payments which contain certain characters, for example, you can search for all checks that begin with a 2 by entering in 2% in the Payment ID field)
• Search for payments which have been received but have not yet applied or vice versa
• Search for payments within a specific date range
• Search for payments within a specific amount range
• Determine the order the payments are listed
• Search by payment method• Clicking the Search button will return
your updated search results
eBill Menu ‐My Preferences
My Preferences: Allows you to specify the default search parameters for the Bills, Payment History and Balance Detail pages, as well as specify their preferred display currency, exchange rate type and payment method.
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eBill Menu ‐ Profile – Contact Information
• Change your email address• View your contact phone
numbers• Change your invoice delivery
method• View your Billing Address
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On the Profile – Contact Information page you can:• Change your contact name
NOTE: Be sure to save any changes
eBill Menu ‐ Contact Us
Contact Us: Use this page to contact us on any questions you may have. Please allow 1‐2 business days for a response.
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Thanks!
Thank you for taking the time to view this presentation.
We realize the needs and interests of our Customers vary considerably when it comes to financial matters. We hope we anticipated and addressed many of your questions.
Written comments about this presentation may be sent via email to [email protected].
Your feedback is greatly appreciated.
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Copyright Notice and Disclaimer
Presentation content
Copyright 2013 UC Regents
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