Account Management

Account Management

A 360° view of your customers to help build long-term customer relationships

BillingPlatform provides the tools you need to manage your customer relationships to achieve a frictionless customer experience. With a unified view of all key customer information to support n-tier account hierarchies, complex contract management and partner settlements, you can ensure the health of your accounts.

With our self-service customer portal, your customers can quickly see invoices, view outstanding balances, make payments and more.

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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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Account Overview

BillingPlatform offers extensive, yet flexible, functionality that helps your account managers stay on top of their accounts and provide excellent customer service.

With a complete view of account detail and customer activities your team has the data at their fingertips to help identify aging accounts, payment trends, examine payment history, make changes to billing terms and more so they can provide an outstanding customer experience.

Account Hierarchies

BillingPlatform provides powerful account hierarchy capabilities to manage the most complex enterprise business with complete flexibility in how you define hierarchies, set default rates and manage the entire rating process. We allow your smaller business units to easily exist as separate sub-accounts of their larger, parent companies.

Additionally, BillingPlatform lets you define default rates and manage different rating scenarios for sub-accounts. Set up wholesale and retail rates with ease for end customers and manage the retail rate independently of how it was charged.

Contract Management

BillingPlatform offers the flexibility to easily manage contract rates and payment terms. Set customer-specific pricing, define rules, define rate classes by currency and create account hierarchies all in the same system that manages billing, invoicing and payments.

Not only can you manage multiple contracts and terms within an account you can apply multiple currencies within the same contract and send consolidated invoices based on configurable rules.

BillingPlatform also lets you schedule rate changes according to future contract terms to avoid missed deadlines and terms that go unfulfilled.

Partner Settlements

We understand that partnerships are a critical strategy used by many enterprise businesses as a way to extend your reach into new markets or increase revenue with additional products and services.

Along with these partnerships comes the task of calculating how much the partner should be paid. To help simplify this task, BillingPlatform automates partner settlements by tracking transaction details and calculating the revenue due to each partner based on predefined agreements.

Customer Self-Service Portal

Give customers online and real-time access to view account information and invoices and make payments with 24/7 access from a computer, tablet or mobile device and give customers the power to help themselves.

With the ability to brand the portal at the user level, you can offer a personalized experience for your most important asset, your customers.

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