eStatements & Online Bill Pay

First, the service provides an easy way for you to share the document with your customer and get his approval if necessary for processing. A number of people also use this during the development stage to share how the document will look and provide PDFs of those documents for their clients.

Second, this service provides a convenient archive of the documents for your customers and the customers of your customers. Your customer can have a sign on that lets him see all of his documents and do searches on specific dates, names, or account numbers. Their customer will be given access only to documents that are specific for his account. In either case, they can save those documents to a file, print them, or email them in the form of a PDF.

Third, this is a payment processing service where the customer can make payments either with a credit card or as an ACH payment. This is a quick convenient way to pay an invoice that reduces the lag time for payment to your customer.

In order for you to evaluate how you could sell these services, I have included some pricing and marketing material. These are examples of what we have seen in the marketplace. If you have any questions, please call me.

Marketing Material

Document Storage
The Storage and viewing of documents on the Internet is quickly becoming the accepted way of archiving invoices, statements, financial notifications, and other normal documents that are handled on a daily basis by consumers and businesses. With the introduction of these services, we are offering you a one stop solution for all of your document needs. We do not view this offering as merely an alternative to providing print/mail services, but as a complementary service that both enhances your ability to effectively communicate with your customers and provide them easy access to their important documents when dealing with your company. In addition, you have the capability of using Promotional Marketing ads on the system. You will have the capability to change your ads on your schedule and provide links to other websites from those active links.

Payment Processing
Additionally, we are able to provide you with a payment processing platform that views those same documents and allows you to reference those while making a payment. With the addition of payment processing, your customers can easily make payments either immediately or schedule them for a future payment. You will have the convenience of receiving your payments directly into your bank account and receiving a detailed file of what your customers paid. With that file, you can easily do cash application into your Accounts Receivables, and eliminate many hours of tedious work in cash application. In addition to saving time in your accounting of payments, studies have shown that the Days Sales Outstanding (DSO) is significantly reduced with using this type of system.

Alternative Processing
Each customer can have a profile in the database to select the preferred method of document presentation. The customer can select to have the document printed and mailed, email notification that their document is ready to view, email with a PDF of the document attached, FAX of the document or any combination that you choose.

Features
Data is received one time for processing. You will be able to send your data one time to receive the following services for your customers:

• Printing
• Mailing
• Secure Document Repository
• Emailing of document availability
• Document Viewing
• PDF preparation of the document
• Payment Processing

In addition to these services for your customers, you will also have two additional consoles that you can use internally:

Administrative
The Administrator has the control of the website. They can choose in a hierarchal format to give viewing capabilities to the people in their organization. The Administrator can limit viewing permissions by job, by region, or other organizational criteria. Typical scenarios that we have seen are Corporate, Region, District, and local Facility for viewing permission. In other instances we have seen permission given by job grouping such as Administrator, Manager, and Customer Service Representative (CSR).

The Administrator can also view submissions, check on processing status, view payments history, and manage the marketing material that is displayed on the websites for a customer.

Customer Service Representative (CSR)
The CSR sign on is provided so that your representatives can conveniently view the documents that your customer is viewing. This is very helpful in resolution of problems with statements or invoices and generally increases the satisfaction level of your customer. The CSR sign-on goes directly to a search screen where they can select an account number, a name, and a date range for document selection. They can also select multiple documents for viewing in a PDF format which they can store or forward to the customer.


Email us or call 866-348-9791 for more information or get a quote.