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.

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

Prague 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

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

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

FCC Truth-in-Billing

Federal Statute § 64.2401 defines requirements for telephone invoices.

Requires that charges contained on telephone bills be “accompanied by a brief, clear, non-misleading, plain language description of the service or services rendered.”

Invoice Format Customization

Modify all verbiage on Invoice
Define all Section Headers
Subscriber service contact can be linked to the Subscriber’s Sales Rep.

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 Exemption Integration

Assign Tax Exemption(s)
Apply an end date to an exemption
Report on exemptions assigned to customers

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.

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

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

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

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

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

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.
Automatic logging of all correspondence.
CSV dump of all Transactions, Logs and Notes for specified Subscriber

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

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

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

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

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.

RESTful API

Allows IntegriBill to integrate with other software (Accounting, Soft Switch, PBX, etc)
New API functionality can be created within 2 Weeks.

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

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.