BillPointe®.

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Presentation transcript:

BillPointe®

What is BillPointe®? FIS hosted bill presentment and payment application Designed to address mid-market gaps in product functionality Web and CSR payment interfaces ACH and Card payments Summary or Thick Invoice Presentment (PDF) Single or multiple invoice payment Branded Administration Module Multiple levels of hierarchy

BillPointe® Benefits Configurable vs. Customizable Application fills functional gap in the mid-markets New features are available to the existing customer base Quick deployment Minimal technical implementation skills are required Streamlined user support Single application to learn and be trained on Cost Effective

Consumer Website

Search for Invoices Key Features Up to 5 Search Fields on each side Optional “OR” search Finds unique consumer or unique invoice. Open search capability Up to 100 Biller defined fields Required / Not Required Display / Do Not Display Searchable

Search Results Key Features Option for multiple invoices in a single Biller account Select all or some for payment Configurable Results Table Account Holder fields Standard Payment fields with configurable labels Refine Search

Bill Presentment Key Features Option to display invoice on PDF format or Invoice Summary.

Invoice Review Key Features Option to review all invoices Include / Exclude invoice for payment Proceed to Payment link

Payment Key Features Select tender Edit or remove invoices for payment

Verification Page Key Features Final review Legal Terms & Conditions. Print Option.

Registration

Login Consumers can register on the website, store their account information, view payment history, manage their profile and schedule recurring payments. Registration can be optional or required.

Home Page All Accounts offered by the Biller can be enrolled and managed from a single page. Consumers decide what accounts to enroll in the program (Multiple products).

Payment History No need to call the biller to reconcile payments; Payment History allows consumers to view their complete online payment history.

Manage Recurring Payments Consumers can view and cancel their recurring payments without contacting the biller. The Recurring Payments chart shows consumers the next payment date and amount to ensure funds are available for the payment.

Digital Wallet Consumers can store an unlimited number of payment methods in their wallet to expedite payments.

Payments: Pay Now One Time Future Recurring

Pay Now Consumers can make a one-time payment. Payment gets processed immediately.

One Time Future Dated Payment Consumers can select making the payment at a alter time.

Recurring Payments Multiple frequencies available: Weekly, Monthly, Quarterly, Yearly or on Due Date. Consumers can schedule when to finish the payment based on the following: Consumers can set up a ceiling for payment values to have peace of mind Indefinitely until they cancel On a given date After a specific number of payments Full Amount Minimum Amount Specific set up Amount

Admin Interface

Overview The Admin Interface is used by Call Center Reps (CSR), Biller’s employees and FIS’ employees. From the admin interface and based on permissions users can: Process and manage payments (Virtual Terminal). Manually upload small invoice files. Create, View and Manage Reports. Set up and mange users. Set up and mange Billers. FIS employees can admin the system.

Virtual Terminal – Process Payment Key Features Process one time payments or schedule one time future dated payments.

Virtual Terminal – Transaction Search Key Features Find payments using generic all detailed search options. Multiple filter available. Custom Search available

Reports Key Features Ad Hoc Reports Templates Delivery via FTP or Admin Interface Schedule reports in advance Multiple Filters Transaction details or Paid Invoices Details Any field any order Single or grouped by accounts CSV, Excel, HTML Email when ready notification Private report option

Biller Tab – Emails & Letters Key Features On / Off per event Biller defined subject line. Biller customizable top and bottom sections. BCC option Multiple email events (confirmation, declines, new invoice available, upcoming payments, etc) ACH NACHA Confirmation Letter

Biller Tab - Style Sheet Web Key Features Easy customization of consumers’ website using the tool. Logo / Banner Upload. Custom Page Titles. Custom Page Tex.t Gradient or solid themes. Wall color. Configurable wall color. Configurable font type, color, size & style 5 custom footer links. Preview.

Biller Tab - Style Sheet Biller Key Features Logo / Banner Upload for custom look of the Admin Interface.

Financial Software Innovations, Inc.

FSI with BillPointe Style Sheet

Thank You! Angela Adams angela.adams@fisglobal.com 877-298-9463