You can use a starting block configured for this purpose or choose to tender a bill payment in the assembly phase of an eligible transaction. Access to tendering bill payments is restricted by the Bill Payment permission in Security.
Using a Tender Bill Payment Starting Block
When initiated from Customer Care, the account is provided. When initiated from Orders, use the New Transaction page to select an account. Once the customer is specified, the New Transaction page displays the following account details related to bill payment for the selected account:
Account Number
Account Status
Billing Status
Total Amount Due
Days Past Due
Aging Group
Account Balance Information, including a breakdown of aged balances.
Enter the amount to be tendered. A description can be entered on an optional basis.
Saving the bill payment information skips the details page and takes you directly to the Summary page, if the starting block’s Skip Transaction Details Page option is selected.
Notes:
This is selected by default on the system-provided (seed) Bill Payment starting block, and when you create a new starting block and select Bill Payment as the starting action.
You can configure a starting block with starting = Bill Payment that DOES NOT skip the transaction details page, if so desired.
On proceeding to checkout, the finalize page is displayed. From here, you can either finalize the bill payment as is or add more tendering specifications (+NEW).
Tendering a Bill Payment from an Eligible Transaction
During order assembly, the Details page provides a new button for adding a bill payment to an eligible transaction.
Clicking this button displays bill payment details for the account in the right side assembly pane.
