SoftBill Application Family

1. Telephone Accounts Receivable
2. Customer Service and Database
3. Credit Management
4. Telephone Call Accounting (optional)
5. Customer Service Website (optional)

SoftBill combines call records with account transactions such as payments-fees-adjustments [including Fed-State-USC taxes] for account balance generation, for summary reports, generation of monthly bills, for history lookup and, most significantly, provides options for printing-emailing bills. Importing of calls can be automated.  Transactions can be generated in batches, as needed.  Printing bills is efficient with standard folding and postage machines. Emailing bills offers even bigger savings over the supplies-printing-stuffing-postage costs and time associated with mailing.

Customer Service functions are provided through SoftBill and Act![database]. SoftBill provides customer account-history lookup of current and past billing periods plus detail call and transaction information for each period. Account information can be sent to customers immediately. In addition, customer conversations can be noted, actions scheduled correspondence with customers made robust and simple, and activity logs maintained.

SoftBill's Credit Management facility allows formula based scanning and reporting of accounts that exceed their credit limits and need to be deactivated, and for accounts that have paid up and need to be reactivated.  The results can be posted into the accounts and action notices emailed.

SoftBill can work with any Call Accounting program to collect and price calls before exporting the call file to SoftBill. Tapit (Trisys Telecom) is included as the default package. Call Accounting collects call data (SMDR) via direct PBX connection or buffer box modem, and can price calls by V&H tables or custom pricing tables

SoftBill's Customer Service Website, called SoftServe, [optional] provides direct customer self-service via internet connection.  Customers can; lookup their current and past invoices with full call and transaction detail; lookup site policy and rate information; and pay electroincally by electronic checks or credit cards.  Administrators can access to all accounts.

SoftCopy Technologies is a full service telephone Rebiller and uses this software every day. SoftBill is a stable, functional and efficient application. Many small process issues have been addressed for efficient operation, such as; batching application of common payments and fees, creating bank deposit slips, creating frequent printed MTD account summaries, printing-faxing-emailing a past bill during account lookup while the customer is on the phone, and even sending duplicate monthly bills to second destinations when warranted (ie: students and parents, or maybe Email and print).

SoftBill Features: A/R

Single Site system
Single State-Fed-USC-tax rate, unique extensions-passcodes
Call Accounting interface

• Call Accounting program included, or other CA program interface(optional)
• Collect and price Call Data Records (CDR/SMDR) from the PBX
• Import call file and assign to customers by extension or passcode
• Automate call import
• Define multiple rate plans and apply per account
Customer Service information

• Customer name, address, phones, fax, email, customer ID, custom fields
• Customer contact notes; enter and display
• Customer correspondence; creation and distribution (print-fax-email)
• Action/activity/reminder scheduling
Customer Account information

• Maintain account balance
• Enter payments, deposits, fees, adjustments
• Monthly Fees and Finance charges applied
• Payments by check, credit card, cash, other
• Batch and print deposit slips for checks
• Lookup customer history; past bills, MTD totals
• Print, fax, email past bill copy from history screen
• Generate interim (MTD) trial balances with call and payment/fee records
• Print MDT summary of account totals and grand totals
• Archive monthly bill/account information
Customer Billing

• State, federal, USC tax applied
• Add monthly announcements to bills
• Print, Email bills by customer
• Print, Email second bill copy by customer
• Printed bills are dual-window-envelope ready

• MS-Windows'98, MS-Access97, MS-Word97, MS-Exchange Client(Outlook97)
• min. Pentium 100Mhz (or better)
• min. 16 MB memory (recc 24-32MB)
• min 50MB disk space free (recc >100MB free)
• min. VGA display (recc 600x800)