Client Portal Features 2018-03-16T17:29:24+00:00
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Client Portal Features List

Even if you have multiple variables involved in how you bill customers, the portal can handle it. Whenever you set up Automatic Billing for a new customer, you can add in variables to set up an accurate bill. You no longer need to manually generate individual invoices every month, let our software do the work for you.

In the portal you can configure and automate dunning notifications to send at certain times if a customer is behind on payments. These can be specified to send out after any time-frame or to exclude specific customers.

Our Payment Portal directly connects to your accounting software. Now whenever a customer makes a payment, it is automatically recorded in your accounting software. You can stop wasting time on manual processes and reduce your risk of costly billing mistakes.

Through our payment portal, you can track all your customer agreements. The portal links your agreements, billing, payment processing, and your accounting details into one seamless dashboard. You can generate invoices specific for each of your customers, guaranteeing they are being billed for the correct amount based on their agreement.

Choosing to go through a larger financial institutions tends to cost more for services like credit card processing and ACH. The portal works directly with our parent company, BNG Payments, an internationally registered ISO to give you the best rate possible.

Using our secure Payment Portal encrypts customeru2019s credit card information through the whole payment cycle. Using point-to-point encryption protects sensitive data, but also protects your business in case of a data breach, by making any data useless to a criminal.

Whenever you bill a customer, The Portal can send an email with a detailed account summary of what they were charged and the services they received. These friendly reminders keep your customers in the loop and let them see the bills theyu2019ve paid.

No one wants to deal with manual data entry; it wastes your time and your businesses time. Instead of tracking payments through multiple softwares, the Portal Dashboard allows for you to manage your finances through one convenient portal.

Letting your account receivables balloon out of control can stunt business growth and create cash flow problems. Customers who use The Portal and have their customers on autopay decrease their A/R from thirty-ninety days to zero days.

Billing your customers doesnu2019t have to be a chore. Streamline your process through the Payment Portal. No more chasing down invoices, you can control your business finances.

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