Sending Bill Notifications

Customer Portal uses the OnlineBill Mailer wizard in IDI Desktop Client BackOffice Management to send notices informing customers that invoices are ready to view online.

The wizard uses an OnlineBill Mailer template which is managed via the ManageTemplates option in the above menu.

Note:

You’ll need to modify the OnlineBill Mailer template to reflect your branding and email format, subject, and message body.

Customer Portal subscribers who want to receive billing notifications must ensure the Send Bill Notifications is checked in their user profile. Customer Portal subscribers can do this for themselves via the Portal Settings > Notifications > Billing Notifications menu option.

Or service representatives can enable the setting on a subscriber’s behalf via the Customer Portal Users view in Customer Care.

With the above setup in place, you can use the OnlineBill Mailer wizard as needed to send bill notifications as follows:

• Select Applications > BackOffice Management > Customer Notifications > OnlineBill Mailer.

• Select the OnlineBill Mailer Template and Email for the Delivery Method.

  

• Select the appropriate Market (if applicable) and Invoice Group(s).

  Note:

  If you select multiple Invoice Groups the system will alert you that subscribers may be sent duplicate notifications.

• Click Next to display the Invoices grid listing subscribers in the selected market and invoice group(s). You can use the context menu filtering option to filter the list as needed.

  

  Note:

  Invoices that have already used the selected template to send notifications for the selected Bill Period will not appear in the list.

• Click Finish to display a confirmation window and submit the request to the Customer Notification service.

• Click Yes to send notifications for the selected invoices. This displays a confirmation window.

• Click OK to close the wizard.

  Note:

  The BackOffice Management > Customer Notifications menu in CostGuard Client also provides options for managing billing (and other) notifications. The Notification Search form is shown below.