OneBill

Contact Database

OneBill’s Contact Database serves as a centralized repository that efficiently stores and manages all client and customer information essential for billing and invoicing activities. It captures comprehensive details such as contact names, addresses, payment terms, tax identification numbers, and communication preferences. This organized data facilitates faster invoice generation, reduces errors in client information, and improves customer relationship management by providing easy access to accurate contact details throughout the billing lifecycle.

Contingency Billing

OneBill supports Contingency Billing, a flexible invoicing model where charges are billed only upon achieving specific project milestones or client-approved deliverables. This feature is particularly beneficial for service providers who work on performance-based contracts, allowing billing to align with outcomes rather than fixed fees. By automating this billing method, OneBill ensures transparency, improves client trust, and streamlines revenue recognition based on actual results delivered.

Customer Portal

The Customer Portal in OneBill provides clients with secure, real-time access to their invoices, payment history, subscriptions, and account details. This self-service platform empowers customers to view and manage their billing information, make payments, approve quotes, and communicate with the business without direct intervention. The portal enhances customer satisfaction by offering convenience, transparency, and control, while simultaneously reducing administrative overhead for the business.

Customizable Invoices

OneBill enables businesses to create Customizable Invoices that reflect their brand identity and meet diverse client requirements. Users can modify invoice templates by adjusting layout, colors, fonts, and including logos or personalized messages. This customization ensures professionalism and clarity in communication. Additionally, the platform supports various tax structures and payment terms, allowing invoices to comply with regional regulations and client preferences, ultimately fostering stronger business relationships.

Dunning Management

Dunning Management in OneBill automates the process of managing overdue payments by sending scheduled reminders and escalation notices to customers. Users can define reminder intervals, customize messaging, and track client responses, helping to reduce late payments effectively. This automated follow-up system enhances cash flow management, minimizes manual collection efforts, and maintains a professional tone throughout the payment recovery process.

Hourly Billing

OneBill’s Hourly Billing feature allows businesses to accurately track and invoice clients based on the number of hours worked on projects or services. By logging billable hours and associating them with specific tasks or clients, users can generate precise invoices that reflect actual work performed. This functionality is particularly useful for freelancers, consultants, and agencies seeking transparency and accountability in time-based billing.

Invoice History

The Invoice History feature in OneBill maintains a detailed, chronological record of all invoice-related activities, including creation, edits, payment status, and communication logs. This comprehensive archive enables users to audit billing transactions easily, monitor payment trends, and resolve disputes efficiently. Maintaining accurate invoice history supports compliance and financial transparency, fostering trust between businesses and their clients.

Mobile Payments

OneBill supports Mobile Payments by enabling customers to settle their invoices conveniently through mobile devices using integrated payment gateways. This feature ensures that invoices are accessible and payable anytime, anywhere, providing a seamless payment experience. By facilitating quick and secure mobile transactions, OneBill accelerates cash flow and enhances customer convenience, critical for today’s increasingly mobile-centric business environment.

Multi-Currency

OneBill’s Multi-Currency functionality allows businesses to invoice and receive payments in various international currencies, accommodating global client bases. Users can set default currencies for customers and benefit from real-time exchange rate integration, ensuring accurate conversions. This capability simplifies cross-border transactions, enhances billing flexibility, and supports compliance with diverse financial regulations across countries.

Online Invoicing

Online Invoicing in OneBill streamlines the process of creating, sending, and managing invoices electronically via a cloud-based platform. This feature eliminates the need for paper invoices and manual handling, enabling instant delivery and real-time tracking of invoice status. Online invoicing accelerates payment cycles, reduces errors, and improves overall billing efficiency, making it an essential tool for modern businesses.

Online Payments

OneBill integrates Online Payments to facilitate fast, secure payment processing through various digital channels such as credit cards, e-wallets, and bank transfers. This feature allows customers to pay invoices directly from the invoice interface, reducing friction and promoting timely settlements. The automatic update of payment status within the system ensures accurate financial tracking and enhances cash flow management.

Payment Processing

Payment Processing in OneBill handles the end-to-end management of incoming payments by connecting with multiple payment gateways and financial institutions. It securely authorizes, captures, and reconciles payments, ensuring accuracy and compliance. This automated workflow reduces manual bookkeeping efforts, accelerates transaction times, and provides businesses with real-time visibility into their revenue streams, enhancing financial control and operational efficiency.