Biller DirectGetting Started
Definitions, Enrollment, and Navigation User Guide
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DefinitionsCustomer User Roles
Customer Admin: each Customer has at least one Biller Direct Customer Admin user. This person manages all other Biller Direct users for that Customer and has access to full functionality of Biller Direct screen transactions, including paying invoices, disputing invoices and viewing all Biller Direct activity for that Customer’s account(s).
The first user to access the Avaya Biller Direct site for a given Customer becomes a Customer Admin user. Customer Admin users may assign other Customer
Admin users, Customer Users, and Customer Viewers to accounts within their Company.
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Customer User Roles
Customer Admin: manages all other Biller Direct users for that Customer and has access to full functionality of Biller Direct screen transactions, including paying invoices, disputing invoices and viewing all Biller Direct activity for that Customer’s account(s). Customer Admin users may restrict Customer Viewers and Customer Users to access specific accounts within their Company’s overall business structure.
Customer Users: have full transaction access to customer screens except for managing other users and accounts for their Company.
Customer Viewer: system access is limited to viewing summary invoices, invoices and payment history and creating disputes only for the specific accounts to which they have been assigned by a Customer. A customer Viewer who makes a payment or prints a remittance
document (for an offline payment) becomes a Customer User.
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Enrollment and User Roles
Self enrollment: you must have an account number, invoice number, invoice date and invoice amount (invoice must be dated within the last 30 days).
User role assignment: an enrolled Customer Admin user or an Avaya Superuser within the customer care center may enroll another user with a valid Avaya User ID and Biller Direct account number. User role assignment is part of this transaction. A user may be enrolled in multiple accounts, but may only
hold one type of user role at any time.
To reach Avaya Customer Care, use the telephone number listed on your printed invoice. You will be
asked to provide your account number.
Customers may enroll in Biller Direct in one of two ways after obtaining an Avaya Single Sign On (SSO) ID:
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DefinitionsAccounts, Payers
Account: The unit of accounting that corresponds to the division or bill-paying organization within your Company. There are one or more accounts that may be assigned to a Customer. An account is also known as a Payer because invoices are paid at the Account level.
The account number on your invoice is the same as your Biller Direct Account.
This account has 9 payer
numbers assigned
to this customer
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Signup for Avaya Support Account
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User Requests SSO ID/Password
Avaya Grants User SSO Request
• SSO Admin Approves and Provisions User
Avaya System Admin Provisions User in BD Application
Customer Signon to SystemContact the
Customer Care Center to create
Biller Direct logon
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Once an ID is established, logon to ebilldirect.avaya.com
SSO ID
SSO Password
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General Navigation
If you have more than one account, select the account that you wish to look at. You can always
come back to this screen to select another account
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General NavigationOpen Statements
Open Statements:
Displays all open (unpaid) statements for the account selected. Allows for payment of a full statement – regardless of the number of invoices from this screen
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General NavigationOpen Statements
Select statement(s) to
be paid
Select payment method or add new bank or credit card
Click Continue to confirm payment
Any individual statement must be paid in full. To pay a portion of a statement,
pay from the Open Bills section
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General NavigationOpen Statements
Click to open statement as a pdf document
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General NavigationOpen Bills
Open Bills:
Displays all open (unpaid) invoices for the account selected – even those that have not converted to a statement at the time of viewing. May pay single or multiple invoices from this screen.
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General NavigationOpen Bills
Need to see only specific invoices
instead of all invoices? Click on
Extend Search
Select search criteria and click
Find
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General NavigationOpen Bills
Only invoices and credits that meet
the criteria selected will appear
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General NavigationOpen Bills
Select invoice(s) to be
paid
Select payment method or add new bank or credit card
Click Continue to confirm payment
Select any credit(s) to be
used
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General NavigationOpen Bills
Click to open invoice as a pdf
document
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General NavigationOpen Bills
To open more than one invoice as a pdf document, select the
invoices.
To select all invoices, click on Select all
invoices and/or Select all credits
If there are more than one page of invoice, repeat for each page
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General NavigationOpen Bills
Once invoices are selected, click on
Download Selected Entries
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General NavigationOpen Bills
Select type of format to download.
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General NavigationOpen Bills
If you select more than 200 invoices, a message will come up for you to enter an email address.
Because it can take time to download more than 200 invoices, this will allow you to perform other
functions while the download is taking place. You will receive an
email when the download is ready – or you can select fewer than 200
invoices to download
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General NavigationOpen Bills
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General NavigationOpen Bills
As invoices are selected for payment, the full unpaid open
amount will show up in the Payment amount
Use scroll bar at bottom of screen to see full information to
the far right of the screen
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General NavigationOpen Bills – Entering inquiry or dispute
Click on note icon under action to create an inquiry or dispute
Use scroll bar at bottom of screen to see full information to
the far right of the screen
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General NavigationOpen Bills – Entering inquiry or dispute
First, select the drop down reason that closest matches
your inquiry or dispute.
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General NavigationOpen Bills – Entering inquiry or dispute
Second, enter as much of an explanation as possible in the Comment section to assist us
in working on the inquiry.
Once you have identified and explained the issue click “Send” to
send the inquiry to the Customer Care Center. You will receive a Case ID and should receive a communication back from the Customer Care Center within
15 business days
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General NavigationPaid Bills
Paid Bills:
Displays all paid invoices for the account selected.
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General NavigationPaid Bills
Need to see only specific invoices
instead of all invoices? Click on
Extend Search
Select search criteria and click
Find
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General NavigationPaid Bills
Only payments and credits applied that
meet the criteria selected will appear
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General NavigationPayments
Payments:
Displays all payments for the account selected.
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General NavigationPayments
Default is “in process”, for
payments that are currently being
processed. Change to “Processed” to see
payments made
Default is “Last 12 months”. Use drop
down to select another range
Click on payment amount to view
details of payment
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General NavigationPayments
Detail of payment selected to view invoice paid and original invoiced
amount
Click Back to return to prior screen
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General NavigationDisplay Open Items
Display Open Items:
Displays all payments and credits on one side of the screen and all Bills on the other side of the screen for quick analysis of what credits and debits are open on an account for the account selected.
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General NavigationDisplay Open Items
Click Detail View to see detailed information on the
payments and credits.
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General NavigationDisplay Open Items
The information can now be printed or downloaded as an
Excel or CSV document.
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General NavigationDisplay Open Items Downloaded as
an Excel document
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General NavigationBalances and Line Items
Balances and Line items:
Displays all total debits by month, credits by month, balance by month and a balance brought forward from the prior month.
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General NavigationBalances and Line Items
Total debits for
the month
Drop down selection of Year
Total credits for the month
Total balance for the month
Balance brought forward
from prior month
plus/minus new
credits and debits
Month of the Year
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General NavigationCompany Admin
Company Admin:
Displays all users for the account(s) and the role available in Biller Direct. The Customer Admin role is able to see all users, and can edit roles as needed.
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General NavigationCompany Admin
Click on the edit action button next to
the user that you wish to change
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General NavigationCompany Admin
Select the new role from the drop
down selection Admin User
viewer
Add or remove accounts user can
view/manage
When finished with changes, select “submit” to save the
changes. Select “Back” if no changes made
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General NavigationDispute Cases
Dispute Cases:
Displays all disputes logged on the account through Biller Direct. Disputes called into the Customer Care Center will not be listed here, only those disputes logged directly in Biller Direct.
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General NavigationDispute Cases
Select the status to view Open (default) All
Select period to view – default is Last 12 Months
Click to expand to see invoices
disputed
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General NavigationAddress Data
Address Data:
Change mailing address or email address from this screen for the selected account.
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General NavigationAddress Data
Displays existing mailing address and phone number
To change mailing address, click “Edit”
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General NavigationAddress Data
Make changes as needed
Click Save to save the changes or back if no changes made
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General NavigationBank Data
Bank Data:
Displays any default Bank account(s) saved to the account to make payments on the account selected.
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General NavigationBank Data
Displays existing bank account information to pay invoices on account
Click Edit to add or change bank information
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General NavigationBank Data
Make changes as needed
Click Save to save the added or changed bank information
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General NavigationCredit Cards
Credit Cards:
Displays any default Credit Card account(s) saved to the account to make payments on the account selected.
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General NavigationCredit Cards
Displays existing credit card information to pay invoices on account
Click Edit to add or change credit card information
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General NavigationCredit Cards
Make changes as needed – including setting as default
payment typeUse dropdown to
select type of credit card
Click Save to save the added or changed credit card
information
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General NavigationAutomatic Debit Authorization
Automatic Debit Authorization:
Displays any default Credit Card account(s) saved to the account to make automatic payments on the account selected.
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General NavigationAutomatic Debit Authorization
Displays existing automatic payment information to pay invoices on account
Click Grant to add or change automatic payment information on the account
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General NavigationAutomatic Debit Authorization
Make changes as needed to
automatically pay invoices
Click Save to save the added or changed information
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General NavigationDown Payment
Down Payment:
Make a payment without an invoice. Do you have funds you need to spend but invoice has not generated yet? Or do you have a project in which a down payment is required to start the project? This is where you can pay that payment without reference to an invoice number.
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General NavigationDown Payment
Enter payment amount and payment method for the down
payment
Click Continue to save the confirm the down payment
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General NavigationSwitch Account
Switch Account:
More than one Payer? You can switch from one account to another quickly and easily from this link.
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General NavigationSwitch Account
Click hyperlink to change Payer account Payers that have
past due amounts will display the past due amount here
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General NavigationFAQ
FAQ:
Quick answers and help from the FAQ.
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General NavigationFAQ
FAQ will open into a new window so you can read the instructions for help needed without logging out of your account.
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General NavigationLog Off
Log Off:
Log Off Avaya Biller Direct.
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