Features

Integribill
- Postpaid
- Transaction-based and/or a % of Billed Revenue
- $500 Deposit / Set-up Fee
- $250/month SaaS Fee for Integribill and IntegriClient
- 3-year contract
IB5
- Prepaid
- Starting at $685
- $75/month for IntegriClient Subscriber Billing Portal
- $325 monthly minimum
Invoice
Multi-Location Billing
- 4 invoice options
- Combined bill sent to parent organization
- Combined bill sent to parent organization – Child accounts receive courtesy copy w/o remittance
- Child accounts receive invoice w/ remittance – parent receives courtesy copy of all child accounts
- Each child account receives their invoice w/ remittance
- Free Minute plans can be assigned for the entire group.
Multi-Location Billing
Invoice Delivery
- Email Invoice
- Email Invoice Notification w/ Link
- IntegriClient – End User Portal
- Print and Mail (Handled by SBS or your print shop)
- PDF format invoices
- 3 format options:
Yukon Format
Yukon Format
Prague Format
Prague Format
Tuttle Format
Tuttle Format
White Label/Affinity
- Customize Invoice Logo
- Customize Invoice Backer
- Customize Invoice Marketing Message
- Customize Remittance Address
- Separate Reporting
- Definable Late Payment Fees
- Definable Commissions
Affinity
Marketing Messages/Invoice Backers
- Define Terms & Conditions of Service
- Define late fees
- Provide contact info for technical support and/or billing support
- Meet PUC requirements
- User Defined Criteria assigns Message/Backer to each account (Different criteria for Marketing Messages and Invoice Backers)
- Different message for Past Due Accounts
- Tags to customize the Marketing Message to a specific account
Marketing Message
Invoice Auto Pay
- Customized invoice wording for Autopay Subscribers
- Apply a Convenience fee for Credit Card payments
Customized Inserts
- Include up to 3 Customized Inserts in any Subscriber’s invoice
- Inserts are available in emailed or USPS delivered invoices
- Define Insert as full page, ½ page and if created double-sided
- Submit as a PDF file
Insert
FCC Truth-in-Billing
Invoice Format Customization
- Modify all verbiage on Invoice
- Define all Section Headers
- Subscriber service contact can be linked to the Subscriber’s Sales Rep.
Print Format
Taxation
U.S. Regulatory and Tax Calculation
- 911 Fees
- Right-of-Way fees
- MTA
- Sales & Use taxes
- State Universal Service Funds
- PUC fees
- Federal Universal Service Fund
- Federal Cost Recovery fees
- Reset Federal Universal Service Fund (FUSF) Percentage Interstate Usage (PIU) quarterly
- Real time tax calculation of any charge through integration with Wolters Kluwer Suretax
Tax Calculation
Tax Exemption Integration
- Assign Tax Exemption(s)
- Apply an end date to an exemption
- Report on exemptions assigned to customers
Tax Exemption
Tax Mapping Assistance
- Our staff will offer guidance for questions regarding the tax pairing for a specified service Realtime Tax Calculation.
- For any MRC, NRC, Local Service Charge, Bundled Service or line charge
- Invoice preview with Calculated Taxes
Form 499Q Block Classification
- Assign 499Q Block Line numbers to all invoice line items.
Traffic Studies
- Traffic Studies can be included with 499Q reports to replace Federal USF Safe Harbor.
- Safe Harbor utilizes a Percentage of Interstate Usage rate of 64.9% (provided that 64.9% of a VoIP charge is for Interstate services and subject to the Federal USF fee).
- Typically, traffic studies allow Federal USF collections to be cut by 50% or more.
- User selects services to be included in the traffic study.
Traffic Studies
Subscriber
ANI/DID Maintenance
- Track all DIDs/ANIs
- Storage of unassigned DIDs/ANIs
- Control of Call Duration Rounding (Minimum Duration and Call Increment Control)
- Attach MRCs/NRCs
- Apply FCC, PICC, LNP or EUCL fees
- Suppress Printing Call Detail on Invoice
- Calculation of 911 fees
- Status Code of number
- Soft Disconnect, Hard Disconnect, Reconnect Service APIs
- Billing Number lookup can be a Phone Number, Circuit ID, IP address, or Name
- Redefine the Billing Number lookup on the invoice
ANI Maintenance
CDR Rating, Jurisdictionalization and Storage
- Rate and jurisdictionalize all completed Outbound, Inbound, Toll Free, and Local calls.
- Bad Call reporting
- More than 700 different CDR formats in our library
- Multiple options for including processed CDRs on Subscriber invoice
- Auto loading of International Rates
- No charge for rating or storage of Processed CDRs for 7 years
Free Minute, Fax Pages, Text Messages, or Bytes of Data Plans
- Assign to a Group, Subscriber or ANI/DID
- Multiple plans can be assigned at any level.
- Define Free Minutes by Service Type and Call Jurisdiction
- Dashboard for Tracking Free Minutes used
- History of Free Minute Utilization by Account
Finance/Late Fee Calculation
- Set a percentage and/or a flat fee
- Set a Minimum Finance Charge to be applied
- Set a Minimum Balance before Late Fees are applied
- Apply different fees in different states
- Apply different fees to different Resellers/Affinity Groups
Finance
Contract Tracking
- Track Contract status
- Commission Plan
- Start Date
- End Date
- Contract terms/amount
- Early Termination Penalty
- % price increase after contract expiration
- User defined fields
Contract
Invoice Customization
- Marketing Message
- Invoice Backer
- Custom Message
- Apply Discount
- Minimum Monthly Contract Obligation
- Waive Finance Fee
- Suppress Free Calls
- Rated Call Rounding
- Waive Custom Fees
- Control Invoice Reports
- Frequently Called City
- Long Duration Call
- Area Code
- International
- Frequently Called Numbers
- Billing Number
Invoice Customization
Credit Card/ACH Integration
- Works with any Merchant that tokenizes the Account Number
- Convenience fee Calculation
- Subscriber Self-Care through End User Portal
- Accept One-Time Payments via Credit Card or ACH
- Multiple Auto Pay Days can be defined for Auto Pay Subscribers
- When signing a Merchant Agreement, think About including a clause that allows you to receive a list of your subscribers, Account Numbers and matching tokens
Product Catalog
- Controls which New Subscriber Wizards are utilized
- Simplified new Subscriber data entry
- Reduces data entry mistakes
- Unlimited number of defined Subscriber templates
- Specific plan(s) can be made inactive.
- Allows choice of MRC’s/NRCs/Local Service Charges from a drop-down list for data entry
- Includes Equipment entry & Free Minute defaults
- Can be assigned to Sales Reps to create quotes
Product Catalog
Collections Module
- Aging Report Dashboard
- Current, 30 Days, 60 Days, 90 Days Past Due with Count by Subscriber Status Code
- Select Grid Element and See Subscribers
- Select Subscriber to retrieve their master record
- Take real-time ACH or Credit Card payment
- Open Collection Event
- Send Email notifications/Disconnect notices
- Generate Disconnect Letters for mailing
- Remember, there are rules for disconnecting Subscriber Voice Services.
- Both Federal and State PUC.
- Remember, there are rules for disconnecting Subscriber Voice Services.
- Automatic logging of all correspondence.
- CSV dump of all Transactions, Logs and Notes for specified Subscriber
Aging
Document Storage
- Store any document in any format (Contracts, Work Orders, etc.)
- Document is saved in a Database Field – Not Linked
- Deleting or modifying the original file outside of IntegriBill has no impact on the IntegriBill-stored document
Equipment Tracking/Reporting
- Define the equipment utilized to service your Subscribers.
- Track if you own the equipment or the Subscriber owns the equipment.
- Allow Subscriber to purchase the equipment over time.
- Build a Plan/Criteria to upgrade deployed equipment.
Address Verification
- Verify every Subscribers physical and billing address w/ the USPS.
- Update Census Tract/Block Data on each Subscriber.
- Taxes determined by Physical Address and Zip Code+4
International Rate Override
- Override a Subscriber’s Rate to specified countries
- Minimizes the number of International Rate Decks
- Allows for reporting of Subscribers with International Rate Overrides
Subscriber Contacts
- Multiple contacts can receive the invoice via Email
- Allows text messages to be sent for Collections or Service Outage
Contacts
Notes
- Notes can be added to Subscribers or Billing Phone Numbers (BTN).
- Notes are updated when Letters or Emails are generated by IntegriBill.
- Notes can be exported.
- Once entered, Notes cannot be edited.
3-Click Dashboard
- From the Subscriber Information Screen, any Subscriber data point can be accessed within 3 mouse clicks.
- More than 500 data points are available on each Subscriber account.
Recurring/Non-Recurring Charges
MRC Bundled Elements Taxing & Reporting
- Elements of a Bundled Charge can be defined and taxed individually.
- Invoice options to hide the Bundled Elements, display with or without price
- Reports include Bundled Elements.
Custom Fees
- Tax Reversal function
- Regulatory Cost Recovery fee
- Paper Bill fee
- Property Tax fee
- Help w/ Taxing/Regulatory fees and reporting
- Unlimited Custom Fees can be defined.
MRC Maintenance
- Create a working list of MRCs to be updated
- Update Base Price, Cost, Tax Pair, Product Code, GL Item #, Bill Section, 499 Code, Carrier or Type Charge
Charge Maintenance
Flexible Prorated MRCs
- Break out any prorated charge as a separate line item in a Bill Section titled, “Prorated Charges”
- Display the date range for the prorated charge
- Place the full month MRC in the Recurring Charges section with the date range
- All completed automatically
Proration
IntegriClient - Subscriber Portal
Payment Integration
- Subscriber may pay w/ Credit Card or by ACH.
- Subscriber can sign up for Auto Payment via ACH or Credit Card.
- Subscriber can update their Credit Card or ACH info.
Call Detail Record Reporting
- Subscriber can view Invoiced CDR.
- CDR reporting available to the Subscriber
Invoice Retrieval
- PDF Invoices are available to the Subscriber.
- HTML billing data w/ Drill Down capability
Agent/Sales Reps
Commission Calculation
- Commission calculated as a % of the Gross, % of the Net, Fixed Amount
- Automatic Commission Adjustments after specified time periods
- Variable Commission by Type of Charge, Agent and/or Subscriber
- Option to withhold commission payment until the subscriber invoice has been paid in full
Commission Dashboard
- Overview of all Agents and their earned, owed, & paid Commissions
- Drill down to Individual Subscriber Commissions
- Commission editing
Agent Portal
- Agent login
- View earned, owed and paid Commissions
- Reporting by Subscriber or Product
Agent Portal
Other Features
Quarterly NPA/NXX Updates
- Quarterly Update of all NPA-NXX 1000 Block data
- Includes Rate Center, State, LATA, V&H, NXX Type, OCN, Time Zone, Block begin/end.
NPA/NXX
RESTful API
- Allows IntegriBill to integrate with other software (Accounting, Soft Switch, PBX, etc)
- New API functionality can be created within 2 Weeks.
RESTful API
Quickbooks Online (QBO) Integration
- When a new Subscriber is added in IntegriBill, the account is created in QBO.
- Every invoice created in IntegriBill is duplicated in QBO – Each line item and every tax.
- Each payment or credit posted to IntegriBill is posted to QBO.
FCC CALEA Compliance
- Communications assistance for Law Enforcement Act
- CALEA Compliance was extended to Facilities-Based Broadband Internet Access Providers and Providers of Interconnected Voice of Internet Protocol on July 5, 2006.
- SBS will provide the Call Detail Records for any CALEA Request within 3 working days.
Integrated Email
- IntegriBill integrates with your email service.
- Email Invoices, Welcome Letters, Collection Letters, upcoming Credit Card Expiration, Area Code Split info, etc.
Logging
- Log of changes made to Subscriber data
- Records the User who made the change, along with the date and time.
- Log entries are created when Emails or Letters are generated by IntegriBill.
- Dashboard feature to review Log entries that meet query
Log
Onboarding
- Free Onboarding support (up to 4 hours)
- 12 hours of training per year for free
- Unlimited email and telephone support after you begin billing
- Onboarding spreadsheet to simplify (still a government regulated industry) the process
- Be fully onboarded in less than 3 Weeks.
Conversion
- SBS can Migrate your Billing Data (provided as CSV files) including Subscriber, Billing Phone Numbers, Historical Transactions, MRCs, NRCs, Equipment, Notes. and PDF Invoice Files to IntegriBill.
*Available for Integribill users for an additional $8000.