Online Billing User GuideOctober 2010

General Navigation TipsSome Reporting Sections of the website will contain Search Filters which can be customized, watch out for the

following:

Allows the user to expand and show the search filters

Anywhere this wheel is visible means that you can set up and configure the columns as you wish. You can add or remove columns that appear with data

General Navigation Tips ContinuedSome Reporting Sections of the website will contain Search Filters which can be customized, watch out for the

following:

Allows the user to save a search that can be used again

This areas holds previous saved searches

Home Page

Summary Information

Professional & Modern Appearance

New Chart showing Top 10 Users for the Current

Month Open Interval

Direct Link to Payment Information (From Slide 19)

Direct Link to Current Month Usage (Open Billing

Period)

Link to Bills & Payments Information

Link to Building Usage Reports

Client ID & Company Information

Company Information

Current Charges Details the charges for the current open billing period. By clicking here this will direct you to the details page (on next Slide)

Directs you to the Build Reports Section

Directs you to the Past Invoices & Payments Section

TEST ACCOUNTABCCompany ABCAddress

Chart shows the Top 10 Users for the current month. Users are listed with the spend associated with each user.

12345

TEST ACCOUNT

Current Charges(When you click on the Current Charges Link from Homepage)

CLICK ON COMPANY NAME

TEST ACCOUNT

TEST ACCOUNT

TEST MOD 1TEST MOD 2TEST MOD 3

Click on a Moderator Name

TEST MOD 1

TEST MOD 2

TEST MOD 3

Click on Conference to drill down to conference detail

Current Charges Contd

Click on Expand Button for further Detail

Shows conference Details

Click on Conference Connections for Connection Level Details

Current Charges Contd

All information relating to a conference is available in this section

The Export button allows you to export the full information to a spreadsheet

Scroll across to view all columns/information

Bills & Payments Section

Summary Information

Search for an Invoice

Link to View Current Months Usage

Allows user to drill down into past months Invoices

Access to Payment Information

History Chart which shows usage for the past 12

months

Download your Invoice & Billing Report

Bill & Payments Screen

Click on Arrow for past intervals & Invoice Details

Search for an Invoice

View the usage for the current interval – Slide 6 to 8

Current Open Page

Chart showing past months usage

Link to Register your credit Card

Download your invoice & billing Report

Please see From Slide 19

TEST ACCOUNT

Click company to drill down to usage details for the interval/invoice selected

Invoice Search Search functions allow you to search by multiple criteria. Full invoice details will display in the window below.

By clicking on an individual Invoice number this will bring you the details section which will allow you to drill down into the usage information for that specific invoice

View BillOption is available to pick any invoice from a previous closed Interval

To drill down into the details section click on the company, then the client and finally the conference link. This will bring you to the Details Section as per Slides 7 & 8

Moderator Name

Moderator Name

Billing History - Chart

The chart shows the past usage for the company, if you roll the mouse over the chart points it shows the invoice date & amount.

Downloads

You can pick any past interval from the drop down menu. This will allow you to download the invoice and billing report for that interval.

My ReportsSummary Information

Create Custom Reports

Download Usage by Date

Drill Down into Detail of Usage

Build Usage Report

This allows the user to create a report in 2 ways:

1. Pick a past months invoice using the Drop Down Arrow

Or

2. View usage by date range.

Build Usage Report Continued

Search Filters allow the user to further isolate the required data

Scroll across to view all columns & information

Number of records returned

Click to export full all records to Spreadsheet

Customization of the search filters & columns

Online Billing Payment Training

October 2010

Home PagePayment information

Displays Balance outstanding and due date

Displays most recent payment & date

Only payments received & processed displayed. Pending card payments are not

Most recent received & processed payment

Balance dueDirect link to Make a Payment page

Mr Smith

Mr Smith1 Smith RoadLondon

123465ABC CORP

Make a Payment Click Make a Payment button on Home Page to divert directly to Payment page

Alternatively access payment page via View Payments in Bill & Payment section

Select invoice then Click Here to proceed to Make a Payment page

Alternative payment methods are listed if required

Select invoice to pay (only select oneeven for multiple invoice payments)

Once invoice is selected click here to proceed to credit card payment screen

Alternative payment methods listed

4123465ABC CORP

Make a Payment contd.

Select an invoice. An invoice must be selected to proceed

For payment of multiple amounts select one invoice as a reference

The chosen invoice does not determine the amount to pay

Option to pay overall account balance or other amount

Enter decimals either using a full stop or a comma depending on currency type

Payment must be by credit/debit card and immediate

A scheduled payment is only possible for cards registered in the

system

Registered card may be selected to make payment

Click Next to review payment details

Alternatively enter card details for one off payment

Click Next to enter card details

123465ABC CORP

Select invoice to pay. For multiple invoice payments select one invoice only as reference

Option to pay total balance on account or choose to pay a different amount –check box as required

Payments are immediate.

If card is registered in the system payment may be scheduled

Click Next to continue to...1. Review payment section for existing cards2. Enter card detail for credit/debit cardor Click Cancel to revert to Bill & Payments page

If a credit card is already registered in the system this may be selected, otherwise choose credit/debit card to enter details for one off payment

Decimals entered using full stop or comma depending on currency

Enter card details Name & address field automatically populated. May be

amended if required

Enter card type & details then click OK to proceed to review section

Customer information automatically populates required fields. This may be amended where required

Select card type from drop down list

Enter card details then click OK to proceed to review payment section or Cancel to revert to Bill & Payment page

123465ABC CORP

Review Payment

Check payment details

Click Next to confirm payment

Click Cancel to revert to Bill & Payment page

Confirmation of successful payment

Unsuccessful payment. Please check details entered then retry

from Make a Payment page

Successful payment will not appear on the account until fully

processed

Check payment detail• Click Next to complete payment• Click Cancel to revert to Bill & Payments page

Unsuccessful payment. Please check details and resubmit request from the Make a Payment page.

Successful Payment

123465ABC CORP

Register card details

Register card for automatic payment

Only one credit card may be registered at one time. If a new

card is added it will override the existing one

The card will not immediately appear in the system. It will show

once registration process is complete

A registered card may be selected to make a one off payment if

desired

Card details are not stored in the system. Card identified by a

reference number

Register card for regular payments. Charges will be deducted automatically each month for total of invoice.

Only one card may be registered in the system at a time

Click Add to register card. This directs user to Add Credit Card page

123465ABC CORP

Check / Enter details

Confirmation screen indicates if card accepted or declined

Click OK to confirm or Cancel to exit process

123465ABC CORP

Payment History

Lists previous payments

Only payments that are processed are shown

Invoices & balance due do not display on this page

Customise data field display

Sort data by chosen column

Search payments by date, amount or payment type

Customise search criteria

Export into excel

Lists payments. Only payments that are received and processed will appear

Expand item for more detail

Use the drop down menu to sort data & to add / remove columns

Alternatively use the configure icon to select required columns

123465ABC CORP

Export data to excel where required