Send a Bill Copy to Energy & Utilities Customers

Your support agents can send a copy of a past bill to a customer upon request. An email containing the link to the PDF bill is sent to the default email address of the caller. The customer can also ask for the bill to be sent to additional email addresses which are added to the CC list of the email.

1. Use the Identity Verification feature to verify the identity of the caller and launch the customer's accounts page.
2. On the customer's account page, under the Billing tab, click Request Bill Copy.
3. In the Statement Details page, select the billing Statement from the picklist.

   This statement is sent as a PDF link to the customer's default email address.

4. Optionally, enter an Additional Email Recipient to whom the customer wants to send the bill copy. You can also specify an Additional Note which will be added to the email.
5. Click Send Copy.
6. Click Finish.