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Online billing and payment system

Overview Features Benefits Requirements Costs


Features

General Features
  • Secure transaction processing and secure access
  • Real-time credit card processing for bulk and individual settlements
  • Automated email receipts for renewals, declined payments and individual payments
  • Instant email notification of new charges and credits
  • Configurable menu and interface options
  • Easily exportable to Quickbooks
  • Built-in mass email capability to existing customer base


Customer Interface Features
Customer interface presents an overview of the account holder on login such as bills due with a direct link for payment, services subscribed with next payment date and other useful features. The following are the menu options:

Account info
  • Edit info
  • Edit password
  • Expired credit card reminders
Service activity
  • List existing service accounts
  • Display other service info with sign up option
  • Place a new order
  • Invite a customer
Billing Activity
  • Edit credit card info
  • Display billing status
  • Account Statement
  • Payment History
  • Make Single Payments
  • Make Group Payments
Customer service
  • Contact forms
  • Help area
  • Legal contracts
  • and more...


Operator Interface Features
Operator interface presents an overview of the general billing and payment status, which incorporate the following information:

Management indicators: (Presented on login)
  • # of customers on file
  • # of reps/resellers on file
  • Total # of accounts on file
  • Current month sales
  • Current month commissions
  • Current sales pending payment
  • Monthly tasks status
  • Live account breakdown/sales volume by service type
The following are the menu options available in the operator's console:

Customer Management Menu
  • Create invoice
  • Create journal trax
  • Edit customer record
  • Post renewals
  • Process payments
  • Receive payment
  • View customer profile

    Reports:
  • Account List (All)
  • Active accounts
  • Cashflow Statement
  • Customer statement
  • Payment report
  • Sales report
  • Settlement Report
  • Unpaid sales
Service Management Menu
  • Create service group
  • Create service record
  • Edit service group
  • Edit service record
User management menu
  • Create User
  • Assign Privileges
  • Edit User
Preferences menu
  • Add menu items
  • Edit legal contracts
  • Edit menu items
  • Item content entry
  • Site Settings



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