Billing
& Collections Management
PortalProdigy makes it easy to automate your billing and manage your
collection process. Billing options are flexible and easy to configure.
Automatically generate invoices for all transaction types including
product orders, service work orders, event registration, memberships,
maintenance contracts, etc. Option to generate electronic invoices and
automatically email to customers or print and sent by postal mail. Print
monthly statements and activity reports. See Membership Registration,
and Billing features for detailed information about membership billing.
Option to generate electronic statements and automatically email to
customers or print and send by postal mail. Print a variety of summary
and detail reports.
Payment Billing and Collections Management features and benefits
include:
- Universal invoicing for all
transaction types.
- Automatically generate invoices.
- Automates billing of customers for
on account orders.
- Ability to automatically generate
electronic invoices and email to customers.
- Ability to automatically generate
printed invoices.
- Invoices for partial fulfillment of
orders.
- Automatically updates orders with
invoice date.
- User definable criteria for
selecting orders to invoice.
- Ability to batch process invoices
and save for future posting.
- Ability to reprint previously
printed and posted invoices.
- Fully integrated with Order
Management and Payment Processing.
- Export invoices to third party
accounting systems including QuickBooks.
- Print statements and customer
activity reports.
- Print detail and summary payments,
collections, receivables, chargeback and other accounting reports.
- Automated creation of GL Entries.
GL entries are in GAP format.
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