Billing Accounts on Billing type Foundation
Accounts will not generally have any payment history as the balance due
is transferred to a single invoice at the Foundation Account level.View Payment History for Billing Accounts
For each Billing Account, eBill lets you view previous payments recorded on the account, regardless of the payment source. 12 months of payment history can be viewed online, but you can search up to three months of Billing Account-level payment history at a time. A specific date range can be entered to refine your request. By default eBill pre-populates the previous three months for the date selection range.
The payment details include the payment date, payment method, and payment amount. Also, eBill displays the current balance due and any past due balance for the Billing Account.
Viewing Payment History for Billing Accounts is available for the following user roles:
§ Billing Account Manager
Billing Accounts on Billing type Foundation
Accounts will not generally have any payment history as the balance due
is transferred to a single invoice at the Foundation Account level.
View payment history for a Billing Account
1. From the Menu Options, under Payment, click View Payment History. The Payment History page appears with default values in the Filter Criteria section and no payment history will be displayed.
2. In the Filter Criteria section, select Billing Account Payments.
3. In the box labeled Billing Account Number, enter the Billing Account Number by clicking Select Billing Account and selecting the account you want from the list. See Select Billing Accounts.
4. Enter the Date range to display. The From Date should be the beginning of the period you want to view. The To Date should be the end of the period you want to view. To enter dates, click the calendar icon next to the date field. If you want to see the default three-month date range then you can skip this step. Note that to change the From Date outside of the three months, you must first change the To Date. See Buttons, Links, and Icons.
5. At the bottom right of the Filter Criteria section, click Search. The Current Balance Due summary and Payment History detail appears for the entered Billing Account.
The current balance due Summary includes:
● Total Balance Due
● Total Past Due Balance
● Market
The Payment History detail includes:
● Payment Date
● Payment Method
● Payment Type
● Installment Plan ID
● Amount
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