Biller Direct Getting Started

Biller Direct
Getting Started
Definitions, Enrollment, and Navigation

User Guide
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 Customers 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.
2013 Avaya Inc. All rights reserved.
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 Customers account(s).
Customer Admin users may restrict Customer Viewers and
Customer Users to access specific accounts within their Companys
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.
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.
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.
Signup for Avaya Support Account
Customer Signon to System

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
Once an ID is established, logon to

ebilldirect.avaya.com
SSO ID
SSO Password
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
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
10
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
11
General Navigation
Open Statements
Click to open
statement as a
pdf document
12
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.
13
General Navigation
Open Bills
Need to see only

specific invoices
instead of all
invoices? Click on
Extend Search
Select search
criteria and click
Find
14
General Navigation
Open Bills
Only invoices and

credits that meet
the criteria selected
will appear
15
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

16
General Navigation
Open Bills
Click to open
invoice as a pdf
document
17
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
18
General Navigation
Open Bills
Once invoices are

selected, click on
Download Selected
Entries
19
General Navigation
Open Bills
Select type of format

to download.
20
General Navigation
Open Bills
If you select more than 200

invoices, a message will come up
for you to enter an email 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
email when the download is ready
or you can select fewer than 200
invoices to download
21
General Navigation
Open Bills
22
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
23
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
24
General Navigation
First, select the drop down

reason that closest matches
your inquiry or dispute.
25
General Navigation
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
26
General Navigation
Paid Bills
Paid Bills:
Displays all paid
invoices for the
account selected.
27
General Navigation
Paid Bills
Need to see only

specific invoices
instead of all
invoices? Click on
Extend Search
Select search
criteria and click
Find
28
General Navigation
Paid Bills
Only payments and

credits applied that
meet the criteria
selected will appear
29
General Navigation
Payments
Payments:
Displays all
payments for the
account selected.
30
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
31
General Navigation
Payments
Detail of payment
selected to view
invoice paid and
original invoiced
amount
Click Back to return

to prior screen
32
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.
33
General Navigation
Display Open Items
Click Detail View to see

detailed information on the
payments and credits.
34
General Navigation
Display Open Items
The information can now be

printed or downloaded as an
Excel or CSV document.
35
General Navigation
Display Open Items
Downloaded as
an Excel
document
36
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.
37
General Navigation
Balances and Line Items

Drop down
selection
of Year
Total
balance
for the
month
Month
of the
Year
Total
debits for
the
month
Balance
brought
forward
from prior
month
plus/minus
new
credits and
debits
Total
credits
for the
month
38
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.
39
General Navigation
Company Admin
Click on the edit

action button next to
the user that you
wish to change
40
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
41
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.
42
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
43
General Navigation
Address Data
Address Data:
Change mailing address or
email address from this
screen for the selected
account.
44
General Navigation
Address Data
Displays existing mailing address

and phone number
To change mailing
address, click Edit
45
General Navigation
Address Data
Make changes
as needed
Click Save to save the changes or back if no

changes made
46
General Navigation
Bank Data
Bank Data:
Displays any default Bank
account(s) saved to the
account to make payments
on the account selected.
47
General Navigation
Bank Data
Displays existing bank account

information to pay invoices on account
Click Edit to add or change bank information
48
General Navigation
Bank Data
Make changes
as needed
Click Save to save the added

or changed bank information
49
General Navigation
Credit Cards
Credit Cards:
Displays any default Credit
Card account(s) saved to the
account to make payments
on the account selected.
50
General Navigation
Credit Cards
Displays existing credit card information

to pay invoices on account
Click Edit to add or change credit card

information
51
General Navigation
Credit Cards
Make changes as
needed including
setting as default
payment type
Use dropdown to
select type of credit
card

or changed credit card
information
52
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.
53
General Navigation
Displays existing automatic payment

information to pay invoices on account
Click Grant to add or change automatic payment

information on the account
54
General Navigation

Make changes as
needed to
automatically pay
invoices

or changed information
55
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.
56
General Navigation
Down Payment
Enter payment
amount and payment
method for the down
payment
Click Continue to save the

confirm the down payment
57
General Navigation
Switch Account
Switch Account:
More than one Payer? You can
switch from one account to another
quickly and easily from this link.
58
General Navigation
Switch Account
Click hyperlink to
change Payer account
Payers that have

past due amounts
will display the past
due amount here
59
General Navigation
FAQ
FAQ:
Quick answers and
help from the FAQ.
60
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.
61
General Navigation
Log Off
Log Off:
Log Off Avaya Biller Direct.
62
63

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Biller Direct

Definitions, Enrollment, and Navigation

Customer User Roles

Customer has at least one

Customer User Roles

Customer and has access to full functionality of Biller Direct screen

Customer Users: have full transaction access to customer screens

Customer Viewer: system access is limited to viewing summary

2013 Avaya Inc. All rights reserved.

Enrollment and User Roles

User role assignment: an enrolled Customer Admin user or an Avaya

To reach Avaya Customer Care, use the telephone

2013 Avaya Inc. All rights reserved.

accounting that corresponds

The account number on your invoice is the same as

2013 Avaya Inc. All rights reserved.

Signup for Avaya Support Account

2013 Avaya Inc. All rights reserved.

Customer Signon to System

Avaya Grants User

2013 Avaya Inc. All rights reserved.

Once an ID is established, logon to

2013 Avaya Inc. All rights reserved.

If you have more than

2013 Avaya Inc. All rights reserved.

2013 Avaya Inc. All rights reserved.

Any individual statement must be paid

Click Continue to confirm payment

2013 Avaya Inc. All rights reserved.

2013 Avaya Inc. All rights reserved.

2013 Avaya Inc. All rights reserved.

Need to see only

Only invoices and

2013 Avaya Inc. All rights reserved.

Click Continue to confirm payment

2013 Avaya Inc. All rights reserved.

To open more than

To select all invoices,

2013 Avaya Inc. All rights reserved.

Once invoices are

2013 Avaya Inc. All rights reserved.

Select type of format

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If you select more than 200

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2013 Avaya Inc. All rights reserved.

Use scroll bar at bottom of

Open Bills Entering inquiry or dispute

Click on note icon

Use scroll bar at bottom of

Open Bills Entering inquiry or dispute

First, select the drop down

2013 Avaya Inc. All rights reserved.

Open Bills Entering inquiry or dispute

Second, enter as much of an

Once you have identified and

2013 Avaya Inc. All rights reserved.

2013 Avaya Inc. All rights reserved.

Need to see only

Only payments and

2013 Avaya Inc. All rights reserved.

2013 Avaya Inc. All rights reserved.

2013 Avaya Inc. All rights reserved.

Click Back to return