Portal - Billing

Portal - Billing Features

Manage Account Info

  • Access live account information, account hierarchies (departments) and current balance.
  • Access current subscription info – service lines, recurring product subscriptions and discounts.
  • Make changes to billing address & contact info (phone numbers & email addresses).
  • Sign up for Paperless billing (customer receives PDF statements via email notification).

Transaction History & Statements

  • Browse account transaction history
    • Invoices
    • Credits
    • Debits
    • Late Fees
    • Payments
  • Download PDF version of current & previous statements

Manage Payments

  • Browse payment history.
  • Make payments via credit card or ACH.
  • Sign up for Auto-Pay to automate payment processing via credit card or ACH.
  • Setup multiple credit cards for Auto-Pay with a limit on each card and specific order in which the credit cards can be used during Auto-Pay process.


  • Run analytics reports on invoice data to generate graphical and data reports.
  • Export and download interactive flash reports into PDF format.
  • Export and download data reports into CSV format.
  • Enable this feature at the report level for select customers who signed up for this service – additional revenue opportunity.