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
- Late Fees
- Download PDF version of current & previous statements
- 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.