Invoicing & Collections · Pricing
Customer Billing Portal Administration
Starting at$250a month
What the price covers
Up to 3 customer portals; 20 submissions total
What we do
- Confirm portal access, requirements and submission queue
- Prepare required attachments; submit invoices to the customer portals and record status
- Resolve routine portal rejections or missing submission details
- Review unresolved submissions and retained confirmation evidence
What you get
Portal submission register and outstanding-action list.
Not included
Portal development and the initial customer cutover (Customer Communications & Remittance Cutover).
Every Step. All 13.
- 01Confirm access to the three customer portalsMonthly queue · Operations
- 02Check each portal's required fields and attachmentsMonthly queue · Operations
- 03Build the list of invoices awaiting submissionMonthly queue · Operations
- 04Enter invoice and purchase-order details in the portal20 submissions/mo · Operations
- 05Upload the invoice and required supporting documents20 submissions/mo · Operations
- 06Submit the request using the approved billing information20 submissions/mo · Operations
- 07Save the submission or acceptance number20 submissions/mo · Operations
- 08Update the invoice's portal status20 submissions/mo · Operations
- 09Read the portal rejection reason3 rejected items/mo · Operations
- 10Correct missing administrative fields or attachments3 rejected items/mo · Operations
- 11Resubmit and record the result3 rejected items/mo · Operations
- 12Check invoices still lacking acceptanceMonthly review · Senior accountant
- 13Assign unresolved portal questions to an ownerMonthly review · Senior accountant
More In Invoicing & Collections
All 8 servicesInvoice Preparation & Delivery$300 a month25 standard invoices from approved instructions; up to weekly billingReceivables Follow-Up & Collections Support$450 a month15 overdue B2B accounts; up to 3 contacts per account; aging reportPayment Application & Remittance Matching$300 a monthUp to 40 remittances; up to 5 unapplied-payment exceptionsRecurring Billing & Autopay Administration$150 a month50 recurring billing accounts; up to 10 approved schedule changes