Gestión de cuentas

Gestión de cuentas

Build Long-Term Customer Relationships with a 360° Customer View

BillingPlatform equips you with essential tools to manage customer relationships and deliver a frictionless customer experience. Gain a unified view of key customer information, supporting n-tier account hierarchies, complex contract management and partner settlements to ensure account health.

Additionally, our self-service customer portal empowers your customers to quickly see invoices, review outstanding balances, make payments and more, enhancing overall satisfaction and efficiency

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Capacidades básicas

Account Overview

Get a complete view of your customer accounts and activities

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Account Hierarchies

Model complex account hierarchies to support consolidated invoicing

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Contract Management

Manage contract rates and terms and set rules to automate future changes

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Partner Settlements

Streamline partner management with automated revenue allocation

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Customer Self-Service Portal

Give customers the power to help themselves with a self-service portal

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«Otava se compromete a crear un entorno propicio para el éxito de nuestros clientes, y BillingPlatform nos permite ofrecerles las opciones que necesitan. La escala en la nube de la plataforma, su configurabilidad sin código, sus integraciones y su capacidad para satisfacer nuestros complejos requisitos de facturación se ajustan a nuestro enfoque y, en última instancia, contribuirán a nuestro crecimiento».

Austin Cook, Otava

Vicepresidente de Finanzas y Contralor

pagos móviles
Logotipo de JP Morgan Payments

«Nuestra asociación con BillingPlatform nos proporciona una solución configurable que se adapta a nuestro ecosistema más amplio de ciclo de vida de los ingresos para ayudarnos a satisfacer nuestras complejas necesidades de facturación, inicialmente para nuestros servicios de tesorería y nuestro negocio de financiación comercial. BillingPlatform será una parte integral de nuestra transformación para optimizar la experiencia del cliente».

Jill Jensen, Tecnología de Pagos de J.P. Morgan

Director general

ccc plataforma de facturación
logotipo de ccc

«Elegimos BillingPlatform porque es una solución de nivel empresarial que puede satisfacer de manera fluida y eficiente nuestros diversos requisitos de facturación. La funcionalidad de BillingPlatform, incluida su capacidad para diferir los ingresos con el reconocimiento automatizado de ingresos y la escalabilidad, favorece la eficiencia operativa, lo que nos permite centrarnos en ofrecer nuevas soluciones a toda nuestra base de clientes».

Brian Herb, CCC Soluciones Inteligentes

Director financiero

Confirmación de pago sin tarjeta
Logotipo de GoCardless 2022

«Estamos deseando colaborar con BillingPlatform para ampliar nuestro alcance a más empresas y ofrecer la mejor tecnología de facturación y pago a nuestros clientes comunes».

Andrew Gilboy, GoCardless

Director general, Norteamérica

Account Overview

Robust and Flexible Functionality to Empower Account Managers, Enabling Them to Effectively Oversee Accounts and Deliver Exceptional Customer Service

With comprehensive account details and real-time customer activity insights, your team has immediate access to data that aids in identifying aging accounts, tracking payment trends, reviewing payment history, adjusting billing terms and more. This ensures they can consistently deliver an outstanding customer experience.

Account Hierarchies

Empowering Account Management with Flexible Functionality for Exceptional Customer Service

BillingPlatform provides powerful account hierarchy capabilities tailored for managing complex enterprise structures. Enjoy complete flexibility in defining hierarchies, setting default rates and managing the entire rating process. Easily integrate smaller business units as sub-accounts under larger parent companies.

Additionally, you can define default rates and manage diverse rating scenarios for sub-accounts. Effortlessly configure wholesale and retail rates for end customers, independently managing retail rates regardless of the charging method.

Contract Management

Streamlined Contract Management with Flexible Rates, Multi-Currency Support and Automated Invoicing

Enjoy flexible contract management capabilities for effortless handling of contract rates and payment terms. Easily set customer-specific pricing, define rules and categorize rate classes by currency within a unified system that manages billing, invoicing and payments.

Manage multiple contracts and terms within accounts, including the ability to apply multiple currencies within the same contract. Streamline invoicing with consolidated invoices based on configurable rules.

Ensure compliance with future contract terms by scheduling rate changes in advance, preventing missed deadlines and unmet terms.

Partner Settlements

Simplify Enterprise Partnership Calculations with Automated Settlements

We recognize partnerships as vital strategies for enterprise growth, facilitating market expansion and revenue diversification.

BillingPlatform simplifies this process by automating partner settlements through precise tracking of transaction details and calculating revenue shares based on predefined agreements.

Customer Self-Service Portal

Customer Self-Service Portal

Empower customers with convenient 24/7 access to view account information, invoices and make payments from any computer, tablet or mobile device. Customize the portal at the user level to offer a personalized experience, enhancing customer satisfaction and engagement.