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Account management

Add or edit users for eBilling

Follow these steps to change an address in My Account.
  1. Sign in to the self-service portal, My Account.
  2. From your account’s home page, select
    People
     menu then
    eBilling Users
    .
    If you manage multiple accounts, select
    Manage eBilling Users
     under the
    User Management
     section of the Dashboard.
  3. Select
    Add New eBilling Contact
    .
    Select
    Edit Contact
     if you're updating user information
  4. Enter the Email Address, First Name, and Last Name of your eBilling contact.
  5. Choose the accounts you want to designate for eBilling access, then select
    Submit
    .
Customer Service can Add an eBilling contact via the following:
  1. Go to
    CIC
    , then select the
    Cust
     tab.
  2. Select
    Display Customer Master
    .
  3. Select
    Enter
     on the
    Customer Display: Initial Screen
     window.
  4. Select Display -> Change button.
  5. Select the
    Contact Person
    tab.
  6. Enter the following:
    • Name
       - last name of the person.
    • First name
    • Function
       = 30
  7. Double-click the name of the person you're adding.
  8. Enter the
    E-Mail
     and
    Telephone
     of the person you're adding.
  9. Select
    Back
    .
  10. Select
    Additional Sales Area Data
    .
  11. If the
    eBilling Signup
     field is blank, enter
    EML
    .
  12. Select
    Save
    .
note
An account can have multiple eBilling contacts set up.
Steps for Customer Service to Remove an Account from eBilling:
  1. Go to
    CIC
    , then select the
    Cust
     tab.
  2. Select
    Display Customer Master
    .
  3. Select
    Enter
     on the
    Customer Display: Initial Screen
     window.
  4. Select Display -> Change button.
  5. Select
    Additional Sales Area Data
    .
  6. In the
    eBilling Signup
     field enter
    PRN
    .
  7. Select
    Save
    .
note
When removing an account from eBilling, the eBilling Contact shouldn't be deleted.
Steps for Customer Service to Remove an eBilling Contact:
note
Only follow these steps if the eBilling contact is no longer with the account.  If they're the only eBilling contact, they should be replaced by someone else.  Follow the steps to add the new contact and then the steps below to remove.
  1. Go to
    CIC
    , then select the
    Cust
     tab.
  2. Select
    Display Customer Master
    .
  3. Select
    Enter
     on the
    Customer Display: Initial Screen
     window.
  4. Select Display -> Change button.
  5. Select the
    Contact Person
     tab.
  6. Select the name of the person you're removing.
  7. Select
    Delete Row
    .
  8. Select
    Save
    .

This article applies to:

  • Product: Account management,Westlaw Classic,Westlaw Edge,Westlaw Precision,Westlaw Paralegal,West Publisher,Drafting Assistant,FindLaw,Firm Central
  • Subject: Billing,User account

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