Billing Demo

• The Login screen accepts both admin and regular users.

• First, we login as the administrator

• The Welcome screen gives an overview of the system and what it generates monthly.

• By clicking on Accout Status, the admins can see exactly who owes what, how much and if they are overdue.

• As time passes, unpaid accounts are moved into the Overdue category.

• As soon as balances are updated (manually by the admin or the user) or automatically (for pre-authorized users), the account status page is also updated.

• The invoices screen shows all invoices generated by the system.

• Individual invoices can be printed in batch.

• Different layouts are available for each user.

• The admin can search for customers using many different criteria.

• New customers can be added to the system by any administrator.

• The Customer screen is simple and ituitive.

• Customer information can be updated at any time.

• Parameters such as the invoice layout are set in this screen.

• Comments can be added to any customer's account by any of the administrator.

• The comments are kept with a date and user stamp.

• Payment history is available for each customer.

• Invoice history is also available.

• Custom invoices can be made for any given user. Taxes (if applicable) are calculated on the fly.

• If a credit card is present on the client's account, it can be charged on-the-fly by the administrator.

• Transaction results are available as soon as they are processed by the bank and the balance is updated automaticaly.

• A customer's balance can be updated at any time.

• Overpaid accounts will show a negative balance (a credit).

• Customer services are color coded for quick identification.

• Admins can easilly edit services.

• By clicking on "Message" in the client's information screen, an admin can send messages to a customer.

• The customer is notified by email.

• Login information is provided in the message and the message is sent in the customer's prefered language.

• Whenever action is required on behalf of the administrator of the customer, notifications are sent via email.
• Customers are asked by the system to perform as much as possible on their own to reduce overhead.
  (such as updating their credit card when it is about to expire, etc.)

• Customers can view their invoice without having to login, using an encrypted URL sent with email notifications.

• Customers can login to their account

• A welcome screen in the customer's selected language advises him of unread messages and gives basic navigation instructions.

• Summary screen of a particular client's account.

• Clients can access a history of all current and previous invoices.

• They can also get a history of all payments.

• If a customer is setup with a credit card, he can make live payments on his account.

• The client's inbox shows read, unread messages, etc.

• Messages are displayed just like email.

• When replying to a message, the original message is quoted in the body.

• Indivitual statistics are available.

• Clients can edit account fields, as allowed by the administrator.

• Back to the Administrative account...

• Administrators can get statistics for all customers in the system.

• The admin screen is only for the system's super-administrator

• The super-administrator's information can be customized.

• Additional administrators can be assigned to the system.

• Additional customer fields can be customized by the super-administrator.

• Additional user fields must be specified in each of the system's languages.

• Pull-down services can also be specified and must be coded in each of the system's languages.

• General system information such as tax rates, etc. is also specified by the super-administrator.

• Various system currencies can be specified. Each currency is updated automatically by the system.

• An automated "cron" runs daily to update all accounts, currencies and processes automatic credit card payments.
• Its output can be viewed on the web or emailed to an administrator daily.

• The cron logs are also stored in the system's database and can be viewed in the adminstrative section by the super-administrator.

• Administrators can generate reports about payments received on the fly.

• Adminstrators can also generate reports about invoices created by the system (for tax reporting purposes).

• If desired, interest can be billed on overdue accounts. The interest rate is specified by the super-administrator

• When an account is closed permanently, it can be deleted

• Invoices of deleted accounts remain active in the system (invoices can also be deleted manually)

• When a customer or an adminstrator logs out, no activity can be extracted from the browser's cache.

To login our live demo, please use the following information:

URL: http://milou.chost.ca

As an admin:

• User = admin
• Password = admin

As an end user:

• User = abc
• Password = abc

(feel free to modify the database as much as you want, it is re-loaded to its original status at 00:10, 06:10, 12:10 and 18:10 EST)