1. Biller Direct Getting Started
Definitions, Enrollment, and Navigation User Guide

2. Definitions Customer User Roles
Customer Admin: each Customer has at least one Biller Direct Customer Admin user. This person manages all other Biller Direct users for that Customer and has access to full functionality of Biller Direct screen transactions, including paying invoices, disputing invoices and viewing all Biller Direct activity for that Customer’s account(s).
The first user to access the Avaya Biller Direct site for a given Customer becomes a Customer Admin user. Customer Admin users may assign other Customer Admin users, Customer Users, and Customer Viewers to accounts within their Company.

3. Customer User Roles
Customer Admin: manages all other Biller Direct users for that Customer and has access to full functionality of Biller Direct screen transactions, including paying invoices, disputing invoices and viewing all Biller Direct activity for that Customer’s account(s). Customer Admin users may restrict Customer Viewers and Customer Users to access specific accounts within their Company’s overall business structure.
Customer Users: have full transaction access to customer screens except for managing other users and accounts for their Company.
Customer Viewer: system access is limited to viewing summary invoices, invoices and payment history and creating disputes only for the specific accounts to which they have been assigned by a Customer.
A customer Viewer who makes a payment or prints a remittance document (for an offline payment) becomes a Customer User.

4. Enrollment and User Roles
Customers may enroll in Biller Direct in one of two ways after obtaining an Avaya Single Sign On (SSO) ID:
Self enrollment: you must have an account number, invoice number, invoice date and invoice amount (invoice must be dated within the last 30 days).
User role assignment: an enrolled Customer Admin user or an Avaya Superuser within the customer care center may enroll another user with a valid Avaya User ID and Biller Direct account number. User role assignment is part of this transaction.
A user may be enrolled in multiple accounts, but may only hold one type of user role at any time.
To reach Avaya Customer Care, use the telephone number listed on your printed invoice. You will be asked to provide your account number.

5. Definitions Accounts, Payers
Account: The unit of accounting that corresponds to the division or bill-paying organization within your Company. There are one or more accounts that may be assigned to a Customer. An account is also known as a Payer because invoices are paid at the Account level.
This account has 9 payer numbers assigned to this customer
The account number on your invoice is the same as your Biller Direct Account.

6. Signup for Avaya Support Account

7. Contact the Customer Care Center to create Biller Direct logon
User Requests SSO ID/Password
Avaya Grants User SSO Request
SSO Admin Approves and Provisions User
Avaya System Admin Provisions User in BD Application
Customer Signon to System
Contact the Customer Care Center to create Biller Direct logon

8. Once an ID is established, logon to ebilldirect.avaya.com
SSO ID
SSO Password

9. General Navigation
If you have more than one account, select the account that you wish to look at. You can always come back to this screen to select another account

10. General Navigation Open Statements
Open Statements: Displays all open (unpaid) statements for the account selected. Allows for payment of a full statement – regardless of the number of invoices from this screen

11. General Navigation Open Statements
Any individual statement must be paid in full. To pay a portion of a statement, pay from the Open Bills section
Select statement(s) to be paid
Select payment method or add new bank or credit card
Click Continue to confirm payment

12. General Navigation Open Statements
Click to open statement as a pdf document

13. General Navigation Open Bills
Open Bills: Displays all open (unpaid) invoices for the account selected – even those that have not converted to a statement at the time of viewing. May pay single or multiple invoices from this screen.

14. General Navigation Open Bills
Need to see only specific invoices instead of all invoices? Click on Extend Search
Select search criteria and click Find

15. General Navigation Open Bills
Only invoices and credits that meet the criteria selected will appear

16. General Navigation Open Bills
Select invoice(s) to be paid
Select any credit(s) to be used
Select payment method or add new bank or credit card
Click Continue to confirm payment

17. General Navigation Open Bills
Click to open invoice as a pdf document

18. General Navigation Open Bills
To open more than one invoice as a pdf document, select the invoices.
To select all invoices, click on Select all invoices and/or Select all credits
If there are more than one page of invoice, repeat for each page

19. General Navigation Open Bills
Once invoices are selected, click on Download Selected Entries

20. General Navigation Open Bills
Select type of format to download.

21. General Navigation Open Bills
If you select more than 200 invoices, a message will come up for you to enter an address. Because it can take time to download more than 200 invoices, this will allow you to perform other functions while the download is taking place. You will receive an when the download is ready – or you can select fewer than 200 invoices to download

22. General Navigation Open Bills

23. General Navigation Open Bills
As invoices are selected for payment, the full unpaid open amount will show up in the Payment amount
Use scroll bar at bottom of screen to see full information to the far right of the screen

24. General Navigation Open Bills – Entering inquiry or dispute
Click on note icon under action to create an inquiry or dispute
Use scroll bar at bottom of screen to see full information to the far right of the screen

25. General Navigation Open Bills – Entering inquiry or dispute
First, select the drop down reason that closest matches your inquiry or dispute.

26. General Navigation Open Bills – Entering inquiry or dispute
Second, enter as much of an explanation as possible in the Comment section to assist us in working on the inquiry.
Once you have identified and explained the issue click “Send” to send the inquiry to the Customer Care Center. You will receive a Case ID and should receive a communication back from the Customer Care Center within 15 business days

27. General Navigation Paid Bills
Paid Bills: Displays all paid invoices for the account selected.

28. General Navigation Paid Bills
Need to see only specific invoices instead of all invoices? Click on Extend Search
Select search criteria and click Find

29. General Navigation Paid Bills
Only payments and credits applied that meet the criteria selected will appear

30. General Navigation Payments
Payments: Displays all payments for the account selected.

31. General Navigation Payments
Default is “Last 12 months”. Use drop down to select another range
Click on payment amount to view details of payment
Default is “in process”, for payments that are currently being processed. Change to “Processed” to see payments made

32. General Navigation Payments
Detail of payment selected to view invoice paid and original invoiced amount
Click Back to return to prior screen

33. General Navigation Display Open Items
Display Open Items: Displays all payments and credits on one side of the screen and all Bills on the other side of the screen for quick analysis of what credits and debits are open on an account for the account selected.

34. General Navigation Display Open Items
Click Detail View to see detailed information on the payments and credits.

35. General Navigation Display Open Items
The information can now be printed or downloaded as an Excel or CSV document.

36. General Navigation Display Open Items
Downloaded as an Excel document
General Navigation Display Open Items

37. General Navigation Balances and Line Items
Balances and Line items: Displays all total debits by month, credits by month, balance by month and a balance brought forward from the prior month.

38. General Navigation Balances and Line Items
Drop down selection of Year
Total balance for the month
Balance brought forward from prior month plus/minus new credits and debits
Month of the Year
Total credits for the month
Total debits for the month

39. General Navigation Company Admin
Company Admin: Displays all users for the account(s) and the role available in Biller Direct. The Customer Admin role is able to see all users, and can edit roles as needed.

40. General Navigation Company Admin
Click on the edit action button next to the user that you wish to change

41. General Navigation Company Admin
Select the new role from the drop down selection
Admin
User
viewer
Add or remove accounts user can view/manage
When finished with changes, select “submit” to save the changes. Select “Back” if no changes made

42. General Navigation Dispute Cases
Dispute Cases: Displays all disputes logged on the account through Biller Direct. Disputes called into the Customer Care Center will not be listed here, only those disputes logged directly in Biller Direct.

43. General Navigation Dispute Cases
Select period to view – default is Last 12 Months
Click to expand to see invoices disputed
Select the status to view
Open (default)
All

44. General Navigation Address Data
Address Data: Change mailing address or address from this screen for the selected account.

45. General Navigation Address Data
Displays existing mailing address and phone number
To change mailing address, click “Edit”

46. General Navigation Address Data
Make changes as needed
Click Save to save the changes or back if no changes made

47. General Navigation Bank Data
Bank Data: Displays any default Bank account(s) saved to the account to make payments on the account selected.

48. General Navigation Bank Data
Displays existing bank account information to pay invoices on account
Click Edit to add or change bank information

49. General Navigation Bank Data
Make changes as needed
Click Save to save the added or changed bank information

50. General Navigation Credit Cards
Credit Cards: Displays any default Credit Card account(s) saved to the account to make payments on the account selected.

51. General Navigation Credit Cards
Displays existing credit card information to pay invoices on account
Click Edit to add or change credit card information

52. General Navigation Credit Cards
Make changes as needed – including setting as default payment type
Use dropdown to select type of credit card
Click Save to save the added or changed credit card information

53. General Navigation Automatic Debit Authorization
Automatic Debit Authorization: Displays any default Credit Card account(s) saved to the account to make automatic payments on the account selected.

54. General Navigation Automatic Debit Authorization
Displays existing automatic payment information to pay invoices on account
Click Grant to add or change automatic payment information on the account

55. General Navigation Automatic Debit Authorization
Make changes as needed to automatically pay invoices
Click Save to save the added or changed information

56. General Navigation Down Payment
Down Payment: Make a payment without an invoice. Do you have funds you need to spend but invoice has not generated yet? Or do you have a project in which a down payment is required to start the project? This is where you can pay that payment without reference to an invoice number.

57. General Navigation Down Payment
Enter payment amount and payment method for the down payment
Click Continue to save the confirm the down payment

58. General Navigation Switch Account
Switch Account: More than one Payer? You can switch from one account to another quickly and easily from this link.

59. General Navigation Switch Account
Click hyperlink to change Payer account
Payers that have past due amounts will display the past due amount here

60. General Navigation FAQ
FAQ: Quick answers and help from the FAQ.

61. General Navigation FAQ
FAQ will open into a new window so you can read the instructions for help needed without logging out of your account.

62. General Navigation Log Off
Log Off: Log Off Avaya Biller Direct.