Client Administration Tool

Bill2Pay's Client Administration Tool is a simple-to-use Online System that you will have access to for managing your customers' credit/debit and e-check payment transactions. You will be provided with a secure web link. Based on the login rights of the individual users, our system will recognize the user's security access level and therefore only allow certain functions. The Client Administration Tool is a self-managed application that puts the control of transaction information into your hands. The Client Administration Tool has the following Solutions built in:

Real-Time Reports All payment transactions are recorded real-time into our reports. The payments report and transaction reconciliation report are two ad hoc reports which can be filtered based on a variety of search criteria. The payment report is used for managing the transaction and can be filtered by a variety of search criteria like: Date Range, Time, Payment Type, and Payment Channel, by user, and by office. The transaction reconciliation report will match, to the penny, to your bank deposits and will make your reconciliation a breeze. Both reports can be exported into XML, CSV and PDF formats. Custom reports are available upon request.

Point-Of-Sale (POS) Solution The POS Solutions gives you the ability to take credit/debit and       e-check payments for walk-in or phone in payments.

User Level and Office Manager The Client Administration Tool lets you set up different user level rights. It is also possible to set up different offices/payment locations within the system. This is helpful since the payments will be recorded in that office/payment location where the transaction took place.

Payments Search Bill2Pay's Payment Search function lets you specify different search criteria, which make it very simple to find a particular transaction.

Other Functions You will have the ability to void/return payments, print duplicate receipts, and send e-mails. The payment receipt can be customized by you.

For more information Contact Bill2Pay today.