BILLING

• A modern engine for mass generation of billing and invoicing documents with a friendly and flexible interface.
• Extensive user and permission administration module with configurable permission templates. Integration with Active Directory, option to use Windows corporate domain for SSO login.
• A modern engine for mass generation of billing documents and invoicing with a friendly and flexible interface.
• Extensive user and permission administration module with configurable permission templates. Integration with Active Directory, option to use Windows corporate domain for SSO login.
• Tight integration with the SALIX module in terms of transferring volumetric data on electricity and gas consumption.

• Tight integration with the Salesforce CRM module in terms of handling contractors, contracts and their parameters.

• Bundle settlements for electricity, gas and additional products on one settlement as standard with multi-currency settlements.

• Definable product templates specifying: the method of settlements and adjustments with the determination of the method of aggregation of measurement data on the invoice and the type of comprehensive or separate contract.

• Tariff and individual price lists, implementation of tariff settlements and possible definition of other settlement schemes.

• Support for many invoice formats, including paper and e-invoice. Possibility of using any number of templates for generating invoices for printing or in the form of PDF files. Automatic use of historical templates when adjusting billing in the past. Support for original, copy and duplicate.

• Dedicated interface for FK systems for quick integration in the field of posting settlements and payments.

• Versioning of the most important objects in the system for recording and handling the full history of billing and contract parameters.

• An extensive contractor object including all typical data with field validations. Support for multiple addresses, bank accounts, representatives and subcontractors, and dedicated fields for easy integration with SAP.

• The agreement as the central object of settlement with the parameters of simultaneous handling of electricity, high-methane gas, coke oven gas and LNG. Possibility of TOP settlements for gas and additional products, e.g. insurance. Full service of contract history and annexation functionality. Configurable discounts.

• The functionality of generating settlements with verification and approval of correct settlements for posting. Possibility of correcting measurement data for settlement. Support for different units of measurement.

• Schemes for generating corrections depending on the cause, supporting as standard, among others, a change in: the amount of consumption, consumption points for billing, contractor, etc. Option to generate technical corrections.

• Receivables handling offering, among others, the functions of: automatic or manual settlement of payments with the possibility of assigning “many to many”, calculating interest, generating contractor balances.

• Soft and hard debt collection with a process including dunning, payment extension, litigation, collection and bankruptcy proceedings. Storing case attachments directly in the system.

• Reminder system capturing cases of contracts ending and upcoming tasks to support the work of salespeople.

• Operational and control reporting module including statements from the area of ​​contractors, contracts, delivery points as well as settlements and receivables.

• Generating statements for other external systems such as accounting, controlling and analytical systems.

• Soon, more functionalities for more efficient operation in the area of ​​​​sale of energy products in terms of upcoming changes in the energy industry in Poland.

  Ask for a roadmap of our system.