Updated Multi-Level Agent / Partner Portal
We've Released a New Version of Our Already "Best-in-Class" Partner Portal:
TimelyBill's multi-level agent / partner web portal has gotten even better. The latest release includes some great new features including a fully mobile-optimized interface!
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| Our cloud billing platform supports multi-level channel partner management |
Simplify Your Channel Management!
Our updated portal enables agents to view their commissions, disbursements, compensation and more. Our portal is a powerful tool designed to streamline partner and commissions management. Here are some new feature highlights.
Easily Switch Views Between Agent, Sub-Agent and End Users
Our portal redesign has a new interactive multi-level partner drop-down which dynamically updates the screens. This gives partners full visibility of both their sub-agent as well as the end customer's accounts below them.
Customize How Your Data is Displayed
Another new feature is the ability to display custom data to better fit your organization. For example, you could change a column name from "NRC" to "One-Time", if that makes more sense to your agents.
We also allow users to customize column displays, sort and group data and export to CSV, PDF, or XLSX files.
Track Your Commissions with Greater Accuracy and Transparency
SUMMARY SCREEN: The account summary is an overview page which can be viewed by an agent, sub-agent or as an "end customer".
- Customer Count
- Active Service / Recurring Amount
- Pending Service / Recurring Amount
- Pending Approval
- Pending Payment
- YTD Revenue and Compensation
- Account # and Account Name
- Current Balance Due with Due Date
- Last Payment Amount and Date
- Payment History
- Pending Usage
- Overall Invoice Charges
COMPENSATION HISTORY SCREEN: The compensation history page can be viewed as an agent or sub-agent. The presentation of compensation data can be customized based on organizational needs.
- Compensations Status with Date Paid
- Invoice ID, Date and Total
- Comp Basis and Amount
DISBURSEMENT HISTORY SCREEN: The disbursement history page can be viewed as an agent or sub-agent. The presentation of disbursement data can be customized based on organizational needs.
- Disbursement ID and Description
- Agent ID
- Reference and Comments
- Disbursement Date and Amount
USER MANAGEMENT SCREEN: The user management page can be viewed as an agent or sub-agent.
- Set individual login permissions per portal user.
VIEW SERVICES SCREEN: The services page lists all services associated with an account. It can be viewed as "end customer".
- Service ID
- Product Name and Status
- Bill Cycle
- Periodic and One-Time Charges
- Start Date and Term Date
- Phone Number
- Service Address / Invoice Group
- Comments
PAYMENT HISTORY SCREEN: The payment history page allows agents to view the payments that their end customers have made.
- Payment ID, Payment Method, Amount and Date
- Reference
INVOICE HISTORY SCREEN: The invoice history page allows agents to view their end customer's invoices.
- Invoice ID, Invoice Method, Total and Date
- Recurring Charges, One-Time Charges and Usage Charges
- Late Fees
- Due Date and Balance Forward
- PDF Download
USAGE REPORTS SCREEN: The usage reports page allows agents to view their end customer's usage data and search by date.
- Usage Record ID and Type
- From and To Phone Numbers
- Billing Telephone Number (BTN)
- Date/Time
- Invoice ID
- Minutes and Cost
- Area and Region
TROUBLE TICKETS SCREEN: The trouble ticket page enables agents to view their end customer's ticket history as well as create tickets on their behalf.
- Ticket ID, Subject and Status
- Category / Subcategory / Priority
- Reported Date and Last Modified Date
In summary, TimelyBill enables service providers to manage sales performance and commission plans with our built-in channel management tools. You can create a hierarchy of agents and partners with one-time payouts, residuals and charge-backs.
