Types of Customer Account Portals
Basic Customer Account Portal:
- Ability for customers to log in (using their own selected user id and password – no account number required)
- Functionality for customer to change user id and password
- Functionality to display previous invoices
- Functionality to pay more than invoices at a time as one transaction
- Display current balance due as a sum of unpaid invoices plus late fees
Standard Customer Account Portal:
- Ability for customers to log in (using their own selected user id and password – no account number required)
- Functionality for customer to change user id and password
- Functionality to display previous invoices
- Functionality to pay more than one invoice as one transaction and one payment
- Display current balance due as a sum of unpaid invoices plus late fees
- Functionality to accept and credit partial payments to corresponding invoices
Custom Customer Account Portal:
- Functionality to save a credit card, debit card, or bank account for future payments
- Functionality for customers to sign themselves up online for your services without having to call your office
- Functionality for customers to change their profile information such as name, address, phone number, email address
- Functionality for customers to stop or suspend service
- Functionality for customers to cancel service
- Functionality for customers to change service levels or add additional services.
- Display news or specific alerts in the Customer Account Portal specific to that customer
- Display recommended additional services
- Display Past Due Alert
- Display Service Turn Off Date for non-payment