To order Electronic Billing Solutions:
On the main menu bar, from the Electronic Billing Solutions menu, select Order Media Subscription. The Order Media Subscription page is displayed.
In the Subscription Information section:
Account Selection
o The Account Number field will initially display either the word “None” as a link or an account number that is not a link.
– If an account number is displayed, that is the only account available for Electronic Billing Solutions.
– If the word “None” is displayed as a link, then more than one account is available for Electronic Billing Solutions.
o To select accounts, click on the link “None.” This will display the Electronic Billing Solutions Selected Accounts page.
o Find the accounts you would like to be included in the Electronic Billing Solutions subscription and mark the checkbox in the Select column in the same row as the desired account number(s). Marking a checked box will de-select the account.
o Only one account can be selected for one-time subscriptions (Bill Image or CSR Image only). If you select more than one account, you will not be able to order a one-time subscription.
o To find account(s) quickly type the first few digits in the Enter Prefix to Locate Account Number field and click Find.
o To Select all accounts, click Select All.
o To Clear all checkboxes, click Clear All.
o When all desired accounts have been selected, click Submit. The Order Media Subscription page will be re-displayed.
In the Type dropdown list, select the subscription type: Monthly Subscription or One-Time Subscription. One-Time subscriptions for future dates are available for Bill Image, CSR Image and eFile; One-Time subscriptions for historical dates are available for EDI811 and D-BDF.
If you would like the Electronic Billing Solutions subscription to start on a date other than as soon as possible, then click the Start Date calendar button and select a future date on the calendar.
For monthly subscriptions, an end date can be selected for when the Electronic Billing Solutions subscription will end. To select an end date, click the End Date calendar button and select a date on the calendar that is after the start date. End Date is an optional field. Leaving it blank will allow a subscription to continue until it is cancelled.
Check the Historical Subscription checkbox for a previous invoice month one-time subscription, up to 16 historical invoice months. Multiple accounts can be selected for this option. The selected Start Date will be used to generate the extract based on data loaded for the invoice month.
Note: If you choose 3 accounts, and select 8/8/20xx as Start Date, then all invoices created in period 8/1/xx-8/31/xx will be provided.
In the Media Product Information section:
From the Product
dropdown list, select the desired Electronic Billing Solutions.Historical subscriptions are available for the following products: EDI811 and D-BDF (domestic and international).
Note: If
VoIP Exchange Call Detail is selected, but the account selection has
not already been specified, then an Account Selection pop-up
screen will open with only the VoIP Exchange accounts listed for selection;
or if the Accounts have already been specified and then the product's
VoIP Exchange Call Detail, the accounts will be validated before continuing.
If any of the selected accounts are not eligible, they will be deselected
and an informational message will be displayed.
If the Product Option dropdown list is available, select the desired product option. Currently, only the Billing Data File (BDF) and the EDI 811 have product options available.
The Media Create Day of Month dropdown list will be displayed for eligible monthly subscriptions. The Media Create Day of the Month is the day of month (1st through 28th inclusive) on which the Electronic Billing Solutions will be processed each month. A Media Create Day of Month must be selected for all monthly subscriptions of the Bill Image and CSR Image when there is more than one account included in the subscription. The OneNet, VTNS, Midwest, West, and Southeast Call Detail File products and eFile are processed as soon as they are available; Media Create Day of Month is not an option.
Complete the Subscriber Contact Information section, if not pre-populated. Pre-populated information can be overwritten.
In the First Name field, type the contact person’s first name (required)
In the Last Name field, type the contact person’s last name (required).
In the Phone Number field, type the contact person’s phone number (required).
In the E-mail Address field, type the contact person’s email address (required).
Enter the contact address information in the appropriate Address subsection field:
o Line 1 (required)
o Line 2 (optional)
o Line 3 (optional)
o City (required)
o State/Province (required)
o Zip Code (required)
o Country (required)
If you want to include contact availability information, select the earliest and latest times from the Start Time and End Time dropdown lists, and select the time zone from the Time Zone dropdown list.
In the Recipient Information section, click the Add Recipient button to select how the Electronic Billing Solutions will be delivered and who the recipients will be for CD ROM and DVD delivery.
Use the Media Delivery Option dropdown list to select the media delivery option
o Available Media Delivery Options will depend on the Electronic Billing Solutions product ordered.
– All Electronic Billing Solutions products can be delivered on CD ROM or DVD.
– Bill Image and CSR Image subscriptions can only be delivered on CD ROM or DVD.
– The EDI 811 and EDI 810 can be delivered with all available delivery methods.
– The Billing Data File (BDF), DFAS 145, OneNet Call Detail File (CDF), VTNS CDF, Midwest CDF, West CDF, Southeast CDF, and the e-File products can be delivered with all available methods.
Electronic Billing Solutions delivered on CD ROM or DVD.
o At least one recipient must be listed for each subscription when delivery is CD ROM or DVD.
o A maximum of five (5) recipients can be identified for all products except the EDI 811 and EDI 810. Only a single recipient can be identified for the EDI 811 and EDI 810 products.
o Clicking the Add Recipient button will display the Update Electronic Billing Solutions Recipient Information page.
– Enter the recipient’s full name in the Name field (required).
– Enter the recipient’s phone number in the Phone Number field (required).
– Enter the recipient’s e-mail address in the E-mail Address field (required).
– Select CD-ROM or DVD on the Media Delivery Option dropdown list.
– Select 1 or 2 for the Media Quantity. Up to 2 CD ROMs or DVDs can be sent to each recipient.
– Select the desired Postal Delivery Option from dropdown list. If you select Expedited Delivery, then:
Select a Shipping Carrier from the dropdown list.
Select the type of expedited shipping delivery that you would like from the Shipping Method dropdown list.
Note: The available shipping delivery options will depend on which shipping carrier is selected.
Enter your shipping account number in the Shipping Account Number field (up to 10 characters).
Note: Expedited shipping charges are the responsibility of the customer.
– Enter your shipping address in the following address fields:
Address Line 1 (required)
Address Line 2 (optional)
Address Line 3 (optional)
City (required)
State/Province (required)
Zip Code (required)
Country (required)
Electronic Billing Solutions delivered by electronic transmission
o The electronic transmission delivery methods available are:
– Internet connection secured by AS2
– Dedicated circuit using Connect:Direct
– Business-to-Business VPN using Connect:Direct
– Secure FTP
o Select one of the electronic transmission delivery options from the Media Delivery Option dropdown list on the Update Electronic Billing Solutions Recipient Information page.
o The Update Electronic Billing Solutions Recipient Information page will refresh and display the selected transmission delivery option with a Media Quantity of 1.
o Click Submit.
At any time prior to submitting the order, you can change the information you entered for an Electronic Billing Solutions delivery or CD/DVD recipient.
o To modify recipient information, click on the link of the recipient’s name in the Recipient Information section of the Order Media Subscription page. This will display the Update Electronic Billing Solutions Recipient Information page. Changes can be made on this page.
o You can delete recipients you have added by marking the checkbox next to the recipient’s name that you would like to delete, and then clicking the Delete button.
o To change the delivery method, click either the link of a recipient’s name or the link labeled Delivery Information in the Recipient Name column of the Recipient Information section of the Order Media Subscription page. This will display the Update Electronic Billing Solutions Recipient Information page. The delivery method can be changed using the Media Delivery Option dropdown list.
o If an electronic transmission method was initially selected and you would like to change the delivery method to CD ROM or DVD, mark the checkbox next to Delivery Information and click the Delete button. Click the Add Recipient button to display the Update Electronic Billing Solutions Recipient Information page and complete for CD ROM or DVD delivery.
When all of the information for a new subscription order has been completed, click the Submit button. A confirmation message will display.
Click OK. The Order Media Subscription Confirmation page is displayed.
Click Next. The View Media Subscription page will display with the subscription ID number.
Subscriptions to be delivered using electronic transmission methods will have a “Pending” status until the transmission connection has been implemented and successfully tested.
Related Topics
Viewing Electronic Billing Solutions Subscription Information