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Online Invoice Template Free

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					View my bill online
         User guide
Overview
View my bill online

With View My Bill Online, you can monitor          This guide describes how to use the              Getting authorized to use
the conferencing charges to your account           features in View My Bill Online to:              View My Bill Online
anytime from anywhere. It’s easier than            • Export data into a csv (Comma Separated        You can call the help desk or send us an email
ever to get the charge details you need.             Value) file so you can manipulate the          to get your company set up. If your company
You can also conveniently export, filter             data directly in a spreadsheet application     already has an account with us, you will
and sort your billing data to a spreadsheet          like Excel®                                    need approval from your company’s billing
for your own analysis.                                                                              administrator to get access.
                                                   • Access historical data including your
                                                     account balance, payment history, and
The web interface clearly displays charges
                                                     the last six months of activity
from multiple conferencing services, such
as audio, video and web conferences, by            • Get more detailed reports of all your
                                                                                                    For additional assistance, please call the
monthly billing period. You can easily               company’s usage. We have taken our most
                                                                                                    BT Conferencing Help Desk:
download your current invoice or click to see        popular reports and loaded the templates
the next level of charge details. If you are         into the Reports section
                                                                                                    US toll free 1 866 766 8777
responsible for many accounts, you can view        • Manage your account including activities       International direct +1 617 801 6700
all invoices in your corporate hierarchy to see      such as changing your password and             Email billing@btci.com
the breakdown of costs.                              updating/adding your credit card
                                                     information
View My Bill Online allows you to view
                                                   • Change your method of payment to credit
current and past invoices. With 24x7x365
                                                     card in a self-service environment
access to your account you will be able to                                                                                                           Navigation menu
answer routine billing questions.                  • Get conference details easily. See the next
                                                                                                                                                       Overview
                                                     level of detail by simply clicking on the
                                                                                                                                                       Navigation	
The easy-to-use navigation allows you to             blue text within the data table. If you want
                                                                                                                                                     	 Passwords
move through multiple levels of transactions         to see more, click on the blue text again.
                                                     Then print or export to a spreadsheet                                                             Payments
and find the details you are looking for quickly
                                                     application.                                                                                      Invoices
and easily. You can also maintain and update
                                                                                                                                                       Recent usage
your own account information, including the
ability to add or update credit card                                                                                                                   Reports
information securely over the Internet using                                                                                                           Payment history
the latest encryption technologies.                                                                                                                    Hints & tips
                                                                                                                                                       Contact details




 1
Navigation
View my bill online




Home:                                            Recent usage:                                       Payments history:
• displays the name and address of where         • displays usage that has not yet                   • displays all invoices and payments towards
  invoices are sent                                been invoiced                                       an account over the last 12 months
• includes links to add or modify credit card    • displays recent usage broken-out into             • displays total balance due
  information, download the most recent            product and service types                         • includes links to download pdf versions
  invoice, look at recent usage that is in the   • supports drill down into the product and            of invoices.
  current month, and view payments.                service usage down to the call level
                                                 • includes links to export a csv version of the     How do I… :
Invoices:
                                                   invoice for use in a spreadsheet application      • provides instructions on how to use
• displays any invoice within the last                                                                 View My Bill Online
                                                 • quick search allows user to find a specific
  12 months
                                                   conference quickly.                               • includes step by step instructions for
• displays each invoices broken-out into                                                               popular uses of the tool.
  product and service types                      Reports:
• supports drill down into the product and       • search up to 12 months of usage                   Hints & tips:                                  Navigation menu
  service usage down to the call level                                                               • identifies usage conventions                   Overview
                                                 • search criteria includes popular billing fields
• includes links to download pdf versions          such as: user name, date range, product             and definitions.                               Navigation	
  of invoices and links to export a                type, passcode, and flex-fields                                                                  	 Passwords
  csv version of the invoice for use in                                                                                                               Payments
                                                 • detail reports show call-level detail as well
  a spreadsheet application                                                                                                                           Invoices
                                                   as connection-level detail
• quick search to find a specific conference.                                                                                                         Recent usage
                                                 • summary reports show usage grouped by
                                                                                                                                                      Reports
                                                   products, users, and cost centers
                                                                                                                                                      Payment history
                                                 • reports can be saved to your desktop or
                                                                                                                                                      Hints & tips
                                                   modified using a spreadsheet application
                                                                                                                                                      Contact details
                                                   such as Excel.



 2
Passwords
How do I resend my password?




                                                             On the login page, send yourself a
                                                             reminder by clicking on Forgot My
                                                             Password, entering your email address,
                                                             and clicking the Submit button.

                                                             You will receive an email with your
                                                             password shortly.




                                                                                                      Navigation menu
                                                                                                        Overview
                                                                                                        Navigation	
                                                                                                      	 Passwords
                                                                                                        Payments
                                                                                                        Invoices
                                                                                                        Recent usage
How do I change my email address?                                                                       Reports
To change your email address, please contact the help desk                                              Payment history
by calling 1 866 766 8777 or emailing billing@btci.com.                                                 Hints & tips
                                                                                                        Contact details




 3
Passwords
How do I change my password?




                                                             After you log in, click on Change My
                                                             Password, which is located on the login
                                                             or home page.

                                                             You will then be prompted to enter your
                                                             old password, your new password, and
                                                             retype your new password to confirm it.
                                                             Then click the Submit button.




                                                                                                       Navigation menu
                                                                                                         Overview
                                                                                                         Navigation	
                                                                                                       	 Passwords
                                                                                                         Payments
                                                                                                         Invoices
                                                                                                         Recent usage
How do I change my email address?                                                                        Reports
To change your email address, please contact the help desk                                               Payment history
by calling 1 866 766 8777 or emailing billing@btci.com.                                                  Hints & tips
                                                                                                         Contact details




 4
Payment
How do I add or update my credit card?




                                         After you log in, click on the credit card
                                         link and add your account details.

                                         By adding your credit card information,
                                         you are authorizing BT Conferencing
                                         to automatically charge future invoice
                                         amounts to your credit card.

                                         If your credit card will expire soon or if you
                                         need to change credit card accounts, click
                                         on the credit card link and update your
                                         account details.                                 Navigation menu
                                                                                            Overview
                                                                                            Navigation	
                                                                                          	 Passwords
                                                                                            Payments
                                                                                            Invoices
                                                                                            Recent usage
                                                                                            Reports
                                                                                            Payment history
                                                                                            Hints & tips
                                                                                            Contact details




5
Payment
How do I pay my bill?



                        There are two ways to pay your invoice:

                        1. By credit card.
                           On the home page, click on Add a
                           Credit Card or Update My Credit Card
                           if you have one on file. By adding
                           your credit card information, you
                           are authorizing BT Conferencing to
                           automatically charge future invoice
                           amounts to your credit card.

                          OR

                        2. By check.
                        • Download your most recent invoice.
                           See pages 7 or 8 for instructions on
                           “How do I get my most recent invoice”
                        • Print the first page of your invoice     Navigation menu
                        • Cut off the remittance slip
                                                                     Overview
                        • Mail the slip with your check to:
                                                                     Navigation	
                                BT Conferencing Inc.               	 Passwords
                                PO Box 7247-6051                     Payments
                                Philadelphia, PA 19170-6051          Invoices
                                                                     Recent usage
                                                                     Reports
                                                                     Payment history
                                                                     Hints & tips
                                                                     Contact details




6
Invoices
How do I get my most recent invoice?
If you manage only one account:




                                       1. Right after you log in, click on the
                                          Download My Most Recent Invoice link
                                          under Your Quick Links.




                                                                                 Navigation menu
                                                                                   Overview
                                                                                   Navigation	
                                                                                 	 Passwords
                                                                                   Payments
                                                                                   Invoices
                                                                                   Recent usage
                                                                                   Reports
                                                                                   Payment history
                                                                                   Hints & tips
                                                                                   Contact details




 7
Invoices
How do I get my most recent invoice?
If you manage multiple accounts:




                                       1. Click Invoices.




                                       2. View All Invoices in
                                          My Corporate Hierarchy.




                                                                         Navigation menu
                                                                           Overview
                                       3. Click the folder icon of the     Navigation	
                                          Account Number.                	 Passwords
                                                                           Payments
                                                                           Invoices
                                                                           Recent usage
                                                                           Reports
                                       4. Click the Invoice Number         Payment history
                                          you wish to view.
                                                                           Hints & tips
                                                                           Contact details




 8
Invoices
How do I get a past invoice?
If you manage only one account:




                                  1. In the horizontal navigation along
                                     the top, click on Invoices.




                                  2. Then select the Billing Period you
                                     need to view. You will see an Invoice
                                     Summary of that billing period.




                                  3. If you need to view that invoice, click
                                     on the PDF icon next to the Invoice
                                     Number. You may look at historical
                                     billing data, 12 months before the
                                     current month. For any invoices prior
                                     to 12 months, please call or email the    Navigation menu
                                     help desk.                                  Overview
                                                                                 Navigation	
                                                                               	 Passwords
                                                                                 Payments
                                                                                 Invoices
                                                                                 Recent usage
                                                                                 Reports
                                                                                 Payment history
                                                                                 Hints & tips
                                                                                 Contact details




 9
Invoices


How do I get a paper invoice if I pay by credit card?
You will not receive a paper invoice if you pay your bill by credit card.
However, you will receive an email informing you that your current invoice
is available for download. This PDF version of the invoice is the same as
our paper invoice. It can be printed or saved to your computer. See pages
7 or 8 for instructions on “How do I get my most recent invoice”.



How do I change the hierarchy of my accounts?
To manage how your accounts are organized, please contact the help desk
by calling 1 866 766 8777 or emailing billing@btci.com.




                                                                             Navigation menu
                                                                               Overview
                                                                               Navigation	
                                                                             	 Passwords
                                                                               Payments
                                                                               Invoices
                                                                               Recent usage
                                                                               Reports
                                                                               Payment history
                                                                               Hints & tips
                                                                               Contact details




 10
Recent usage
How do I view the most recent usage and charges since my last invoice?
If you manage only one account:




                                                        1. Log in, then click on Recent Usage.
                                                           You will see charges since your last
                                                           billing period ended.




                                                                                                  Navigation menu
                                                                                                    Overview
                                                                                                    Navigation	
                                                                                                  	 Passwords
                                                                                                    Payments
                                                                                                    Invoices
                                                                                                    Recent usage
                                                                                                    Reports
                                                                                                    Payment history
                                                                                                    Hints & tips
                                                                                                    Contact details




 11
Recent usage
How do I view the most recent usage and charges since my last invoice?
If you manage multiple accounts:




                                                        1. Click on Recent Usage.




                                                        2. View All Invoices in
                                                           My Corporate Hierarchy.




                                                                                                Navigation menu
                                                                                                  Overview
                                                                                                  Navigation	
                                                                                                	 Passwords
                                                                                                  Payments
                                                                                                  Invoices
                                                        3. Select your EB Account Number.
                                                                                                  Recent usage
                                                           You will then see the recent usage
                                                                                                  Reports
                                                           for that account.
                                                                                                  Payment history
                                                                                                  Hints & tips
                                                                                                  Contact details




 12
Reports
How do I get a report for my account




                                       1. Click on Reports.




                                       2. Choose the month for your report.




                                       3. Select the report template that
                                          addresses your interest.




                                       4. Click Confirm again and your report will
                                          be generated in a csv format.
                                                                                     Navigation menu

                                       If your report contains more than               Overview
                                       10,000 rows, your report will be run            Navigation	
                                       and then posted to the “Generated             	 Passwords
                                       reports section. Please see page                Payments
                                       17 for instructions on how to access            Invoices
                                       generated reports.                              Recent usage
                                                                                       Reports
                                                                                       Payment history
                                                                                       Hints & tips
                                                                                       Contact details




13
Reports
How do I generate a report for specific sub accounts,
users, or billing periods?


                                                        1. Click on Reports.

                                                        2. Click on Advanced Search.




                                                        3. Select the account(s) you wish
                                                           to include.




                                                        Tip: Select      or a folder icon to show
                                                                                                    Navigation menu
                                                        sub-accounts in a folder.
                                                                                                      Overview
                                                                                                      Navigation	
                                                        Tip: Selecting a folder at the top of a     	 Passwords
                                                        hierarchy tree will automatically             Payments
                                                        include all the sub-accounts attached to      Invoices
                                                        that folder.                                  Recent usage
                                                                                                      Reports
                                                                                                      Payment history
                                                        4. Click Next.                                Hints & tips
                                                                                                      Contact details




14
Reports
How do I generate a report for specific sub accounts,
users, or billing periods?




                                                        5. Select the report template that best
                                                           suits your inquiry.

                                                        6. Click Next.




                                                        7. Choose either a billing period
                                                                                                  Navigation menu
                                                           or a date range.
                                                                                                    Overview
                                                        8. Specify the billing period or the        Navigation	
                                                           date range.                            	 Passwords
                                                                                                    Payments
                                                        9. Select the products that should          Invoices
                                                           be included in your report.              Recent usage
                                                                                                    Reports
                                                        10. Click Next.                             Payment history
                                                                                                    Hints & tips
                                                                                                    Contact details




15
Reports
How do I generate a report for specific sub accounts,
users, or billing periods?
                                                        11. You have the option to make your
                                                            report even more specific; use the
                                                            available fields to search and match
                                                            additional parameters.

                                                        Tip: Blank fields are interpreted to mean
                                                        that all possible data will be included.
                                                        Also, you can use an asterisk “*” as a wild
                                                        card. For example, specifying “*Smith”
                                                        as a Chair Name will include all accounts
                                                        where Smith occurs as the final part of the
                                                        name (e.g. John Smith, Ann Goldsmith,
                                                        Lori Jones-Smith). Whereas specifying
                                                        “* Smith” will include all accounts where
                                                        “Smith” occurs as the final name preceded
                                                        by a space (e.g. John Smith).


                                                        12. Click Confirm.

                                                        13. Review the parameters of your report.
                                                            If you need to make changes, simply
                                                                                                      Navigation menu
                                                            select the corresponding Edit link.
                                                                                                        Overview
                                                        14. Click Generate report.                      Navigation	
                                                                                                      	 Passwords
                                                        15. If your report contains more than           Payments
                                                            10,000 rows, your report will be run        Invoices
                                                            and then posted to the “Generated           Recent usage
                                                            reports” section. Please see page 17        Reports
                                                            for instructions on how to access           Payment history
                                                            generated reports. To proceed, click        Hints & tips
                                                            Confirm and your report will be             Contact details
                                                            generated in csv format.



16
Reports
How do I download a report that I generated?




                                               1. Click on Reports.



                                               2. Click on Generated reports.




                                               3. Click on the report you wish to
                                                  download. Your report will be
                                                  delivered in a csv format that can be
                                                  easily imported to any spreadsheet
                                                  application.
                                                                                          Navigation menu
                                                                                            Overview
                                                                                            Navigation	
                                                                                          	 Passwords
                                                                                            Payments
                                                                                            Invoices
                                                                                            Recent usage
                                                                                            Reports
                                                                                            Payment history
                                                                                            Hints & tips
                                                                                            Contact details




17
Payment history
How do I see if my payment has been received?




                                                After you log in, click on Payment History,
                                                which displays your payment history for
                                                up to the last 12 months. If your payment
                                                has been received, it will appear in the
                                                Payments column.
                                                Your balance due appears in the last line
                                                labeled Balance Due.




                                                                                              Navigation menu
                                                                                                Overview
                                                                                                Navigation	
                                                                                              	 Passwords
                                                                                                Payments
                                                                                                Invoices
                                                                                                Recent usage
                                                                                                Reports
                                                                                                Payment history
                                                                                                Hints & tips
                                                                                                Contact details




18
Hints & tips
....when using view my bill online

Tips on using View my bill online               How we define billing periods                      Tax status
• Any item with an arrow means there is         • A billing period begins on the first day         • If your organization is tax-exempt, please
  another level of detail to view                 of the month and ends on the last day of           call or email us to change your tax status.
• Data columns can be sorted in ascending         the month for all calls completed before
  or descending order by clicking on the          midnight UTC (Coordinated Universal Time,
  column header                                   also known as Greenwich Mean Time)

• When you export to Excel, you will            • The standard terms of payment is 30 days.
  get a spreadsheet version of what you
  are viewing                                   How some data is defined

• If BT Conferencing maintains multiple         • Start time displays in Eastern Time (Eastern
  custom data fields for your company, you        Standard Time / UTC -5 hours or Eastern
  will see all of them when you export to         Daylight Time / UTC -4 hours)
  Excel. Currently, View my bill online can     • Duration is the length of time from the time
  only display two of your custom data fields     the first person joins the call until the last
  on the web pages                                person leaves
• If you need to bill back departments within   • Billable minutes is the sum of all minutes
  your organization, see the Cost Center          for all participants. For example, if you
  column for your custom billing codes            have 2 participants on a conference for 30
• Payment history sums up all payments            minutes, 1 participant and a chairperson on
                                                                                                                                                   Navigation menu
  within a given month. If you need to see a      a conference for 35 minutes and another
                                                  participant on for 25 minutes, the total                                                           Overview
  breakdown of individual payments, call or
                                                  billable minutes would be 155.                                                                     Navigation	
  email the help desk
                                                                                                                                                   	 Passwords
• You can view up to the past 12 months of
                                                                                                                                                     Payments
  activity, including your account balance
                                                                                                                                                     Invoices
  and payment history
                                                                                                                                                     Recent usage
• Your session times out after 30 minutes.
                                                                                                                                                     Reports
                                                                                                                                                     Payment history
                                                                                                                                                     Hints & tips
                                                                                                                                                     Contact details




 19
Contact details
For further information



For more information please call
BT Conferencing at: 1 866 766 8777
or visit: www.btconferencing.com




                                                                                                                                                                      Navigation menu
                                                                                                                                                                        Overview
                                                                                                                                                                        Navigation	
                                                                                                                                                                      	 Passwords
                                                                                                                                                                        Payments
                                                                                                                                                                        Invoices
Offices worldwide                                                                                                                                                       Recent usage
BT Group plc is one of the world’s leading telecommunications companies and the #1 source of conferencing services in the UK and Europe. BT conferencing Inc. is        Reports
the US subsidiary of BT Group, offering end-to-end conferencing solutions to meet all of your remote meeting needs. BT Conferencing provides a clear advantage to
                                                                                                                                                                        Payment history
other services you may have used: quality of service, technological innovation, one-step global solutions and the cost-advantage of using a single source provider.
                                                                                                                                                                        Hints & tips
                                                                                                                                                                        Contact details

				
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Description: Online Invoice Template Free document sample