One of the hardest tasks for Service Providers is ensuring that Clients are paying their required fees for all of the Services they are provided. From one-time fees to recurring fees that are compounded daily, using the Services module can automate nearly every aspect of your collection process.

Partner Customizable Settings & Features:

  • Services database to allow you to create and modify Services globally or for each agency
  • Delinquency time frames for warning, critical and shut off (editable at Agency level)
  • Client mobile app and portal access for Clients
  • Payment types accepted and refund reasons
  • Client notification types (editable for each Client)
  • Client notification times (editable for each Client)
  • Client past due notification frequency
  • Client notification time of day

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