Billing Summary

The Billing InfoPanel provides a quick run-down of billing information.

From here you can:

• view balance information

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• view the last invoice in Adobe Acrobat Reader/PDF

• Go to the Invoice page

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• Go to details for the last payment

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• Go to the  

  Usage page

  

• Toggle the paperless billing setting for the account to opt in or out

  (More)

  The charge or discount status (applicable or not) is based how the incentive options are configured for the environment and the status of the Paperless Bill setting on the account.

  • First, if the account type is selected to be omitted, all other incentive criteria for the environment and the Paperless Bill setting on the account are ignored. Neither a charge nor a discount will apply.

  • If the account type is not omitted, whether a charge or discount applies is determined by evaluating the other incentive criteria for the environment and Paperless Bill setting on the account as indicated below:

    Incentive and Paperless Bill Settings	Charge or Discount Status
    Incentive option = Charge Paperless Bill for account = Off (opt out)	Charge is applicable
    Incentive option = Charge Paperless Bill for account = On (opt in)	Charge is not applicable
    Incentive option = Discount Require Autopay not checked OR Require Autopay checked and account set up for Autopay Paperless Bill for account = On (opt in)	Discount is applicable
    Incentive option = Discount Require Autopay checked and account not set up for Autopay Paperless Bill for account = On (opt in)	Discount is not applicable
    Incentive option = Discount Paperless Bill for account = Off (opt out) (Require Autopay setting not used in this case)	Discount is not applicable

  The information icon lets you see the reason for applying or not applying a discount or charge. Examples:

  • In this example, the environment is set to apply a charge and the account has opted out of paperless billing:

    

  • In this example, the environment is set up to apply a discount and the account has opted in; however, the environment is also set up to require Autopay but the account is not on Autopay.