University of California, Berkeley How to Navigate UC Berkeley s ebill System Step-by-Step Guide for Non-Student Customers 2014
Table of Contents Overview... 2 Getting Access... 2 Initial Login... 2 Log into ebill... 4 Invoices Page... 5 Account Balance Page... 8 My Preferences Page... 10 Profile Page... 11 Contact Us Page... 13 Customers Page... 14 1
Overview How to Navigate UC Berkeley s ebill System This document is a step-by-step guide for accessing and navigating UC Berkeley s online ebill system for non-students. Topics in this document include: Getting Access Initial Login Logging into ebill Viewing Account Information - ebill Menu o Invoices o Account Balance o My Preferences o Profile o Contact Us o Customers Visit http://ebill.berkeley.edu to view step-by-step guides on making online echeck payments or changing a password. Getting Access To request a User ID and a temporary password, sign up for ebill at http://ebill.berkeley.edu. You will need the following to sign up: 1) Account-holder name 2) Account number 3) Email address Allow 3-5 business days for account activation. Initial Login A User ID and temporary password will be emailed to you once your ebill account has been activated. The first time you login you will be prompted to change the temporary password. 1) Go to http://ebill.berkeley.edu/ and click the Login to ebill link: 2) Enter your User ID and temporary Password. (User ID = the contact email address provided when access to ebill was requested) 3) Click the Sign On Button. 4) You will be prompted to enter and confirm a new password in the appropriate fields. Passwords must conform to the following rules: 2
Be at least 8 characters Have at least one upper case character Have at least one lower case character Have at least one number Have at least one punctuation/special character (i.e., ~,!,@,#,$,%,^,&,*) Cannot contain spaces 5) Click Submit. 6) If the password change was successful, you will be returned to the log in screen with a message stating Password successfully changed; signon with user ID and new password. You may proceed with logging in with your User ID and new password. 3
Log into ebill Existing users may log into ebill by following the steps below. 1) Go to http://ebill.berkeley.edu/ and click the Login to ebill link: 2) Enter your User ID and Password. (User ID = the contact email address provided when access to ebill was requested) 3) Click the Sign On Button. 4
Invoices Page The Invoices page displays all invoices created for an account in the default timeframe specified in My Preferences and allows a user to drill down to request a copy of a particular invoice. 1) At the top of the screen, select Main Menu, ebill Payment and click on Invoices. 2) The Invoices page will display. All outstanding invoices along with balance amounts will appear. 3) Use the Invoice Search function to expand or reduce the list of invoices displayed. 4) The icon should appear under the View Invoice Image section for invoices created after April 1, 2014. Clicking on the image icon will open a PDF copy of the Invoice Image. Note: Viewing the PDF is only possible for invoices with an Image icon. 5) To email a copy of an invoice, check the invoice you would like to email, and click on Email Selected Invoices. Note: Emailing an invoice is only possible for invoices with an Image icon. 5
6) On the Email Invoice Copy screen confirm that the email address is correct. 7) Click Send. 8) To view Supporting Documentation, go back to the Invoices page and click on the link for an Invoice to go to the Invoice Summary page. 9) If the invoice selected has Supporting Documentation attached, then the link will appear. Note: The link only appears for invoices with attached Supporting Documentation. Not all invoices will have supporting documentation. 6
10) A pop-up View Supporting Documentation page will appear. Click on the icon to view the document. 7
Account Balance Page How to Navigate UC Berkeley s ebill System The Account Balance page summarizes account balance, recent activity and aging information. 1) At the top of the screen, select Main Menu, ebill Payment and click on Account Balance. 2) The Account Balance page will display. 8
3) In the Summary section, click the Balance or Overdue Balance amounts to navigate to the Account Balance Detail page where invoices can be added to the Payment Cart. 4) In the Recent Activity section under Transaction, click on the invoice number to navigate to the Invoice Detail page which displays additional invoice information. 5) In the Aging Information section, click any column titles to sort by that column. 6) In the Aging Information section, click any of the amounts to navigate to the Account Balance Detail page where invoices can be added to the Payment Cart. 9
My Preferences Page The My Preferences page allows users to specify the default search parameters for the Invoices, Payments and Balance Detail pages. Users may also specify their preferred currency, exchange rate type and payment method. 1) At the top of the screen, select Main Menu, ebill Payment and click on My Preferences. 2) The My Preferences page will display and default search options can be defined. The Default payment Method is also selected here. UCB currently only accepts Electronic Checks. If the Default Payment method is set to any other value, please change it to Electronic Check. 10
Profile Page How to Navigate UC Berkeley s ebill System The Profile page allows users to edit the contact name, email address, phone number, and specify invoice delivery options. Users can also view the customer address on file at UC Berkeley. 1) At the top of the screen, select Main Menu, ebill Payment and click on Profile. 1) The Profile page will display. 11
2) If the contact information displaying is incorrect, enter new Name, Email Address or Phone information in the appropriate fields. Click Save. 3) View your current Invoice Delivery Option. If desired, update delivery option and click Save. Print Copy = paper invoice(s) will be mailed to you. Email Notification = an email will be sent to you once your invoice has been created. Users must log into the ebill website to view invoice details. A PDF copy of the invoice will not be emailed. A PDF copy of the invoice will not be available on the ebill website. Email Notification with Attachment = a PDF copy of the invoice will be emailed to you. This option is currently not available from this page. Send an email to nonstu_ar@berkeley.edu to request this option and include your Customer ID in your request. 4) Click Maintain Billing Address to view the current billing address on file. The option for users to edit and/or add a billing address is currently unavailable. Send an email to nonstu_ar@berkeley.edu to request for an address to be updated. Please include your Customer ID in your request. 5) The Maintain Credit Card Data page is unavailable as only echeck payments are currently accepted. 12
Contact Us Page How to Navigate UC Berkeley s ebill System The Contact Us page allows users to send account inquiries via email to UC Berkeley. 1) At the top of the screen, select Main Menu, ebill Payment and click on Contact Us. 2) The Contact Us page will display. 3) Complete the form to send questions, comments or concerns to UC Berkeley. A specific invoice may be specified on this page. However, for a more prompt response, we recommend sending an email to nonstu_ar@berkeley.edu. 13
Customers Page How to Navigate UC Berkeley s ebill System The Customers page displays the Customer ID, Customer Name, Phone Number and Address on file at UC Berkeley. 1) At the top of the screen, select Main Menu, ebill Payment and click on Customers. 2) The Customers page will display. You may view the Customer ID, Customer Name, Phone Number and Address associated with the ebill account. 14