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.
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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 This
organization within your account
Company. There are one has 9
or more accounts that payer
may be assigned to a
Customer. An account is numbers
also known as a Payer assigned
because invoices are to this
paid at the Account customer
level.
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 Avaya Grants User Avaya System Admin

ID/Password SSO Request Provisions User in BD
Application
SSO Admin
Approves and
Provisions User

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

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

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

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.

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

General Navigation
Open Bills
Only invoices and

credits that meet the
criteria selected will
appear

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

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

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

General Navigation
Open Bills
Once invoices are

selected, click on
Download Selected
Entries

General Navigation
Open Bills
Select type of format

to download.

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

General Navigation
Open Bills

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
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
General Navigation
First, select the drop down

reason that closest matches
your inquiry or dispute.

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

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

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

credits applied that
meet the criteria
selected will appear

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

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

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

to prior screen

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.

General Navigation
Display Open Items
Click Detail View to see

detailed information on the
payments and credits.

General Navigation
Display Open Items
The information can now be

printed or downloaded as an
Excel or CSV document.

General Navigation
Display Open Items Downloaded as
an Excel
document

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.

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

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.

General Navigation
Company Admin
Click on the edit

action button next to
the user that you
wish to change

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

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.

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

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

General Navigation
Address Data
Displays existing mailing address

and phone number
To change mailing
address, click Edit

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

changes made

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

General Navigation
Bank Data
Displays existing bank account

information to pay invoices on account
Click Edit to add or change bank information

General Navigation
Bank Data
Make changes
as needed
Click Save to save the added

or changed bank information

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

General Navigation
Credit Cards
Displays existing credit card information

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

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

General Navigation
Displays existing automatic payment

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

information on the account

General Navigation
Make changes as
needed to
automatically pay
invoices

or changed information
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.

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

confirm the down payment

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

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

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

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.

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


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Definitions, Enrollment, and Navigation

2013 Avaya Inc. All rights reserved. 2

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Self enrollment: you must have an account number,

To reach Avaya Customer Care, use the telephone

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Account: The unit of

The account number on your invoice is the same as

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User Requests SSO Avaya Grants User Avaya System Admin

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If you have more than

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Click Continue to confirm payment

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Only invoices and

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Click Continue to confirm payment

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To open more than

To select all invoices,

If there are more than

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Once invoices are

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Select type of format

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If you select more than 200

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Use scroll bar at bottom of

Click on note icon

Use scroll bar at bottom of

First, select the drop down

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Second, enter as much of an

Once you have identified and

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Only payments and

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Click Back to return

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Click Detail View to see

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The information can now be

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Click on the edit

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