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COMPLETE BILLING PACKAGES

75 years of

COMBINED EXPERIENCE

We have the know-how you need.

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TESTIMONIALS

“OPT HAS MADE MY JOB SO MUCH EASIER. WITH OPT I NO LONGER HAVE TO NOTIFY MY CUSTOMERS IF THEIR CREDIT CARDS ARE EXPIRED OR IF THERE IS A PROBLEM WITH THEIR CREDIT CARDS OR CHECKING ACCOUNTS FUNDING THEIR ALARM MONITORING ACCOUNTS. OPT AUTOMATICALLY SENDS THEM AN EMAIL. THIS HAS BEEN A HUGE TIME SAVER FOR ME NOT HAVING TO NOTIFY ALL MY CUSTOMERS. I WOULD HIGHLY RECOMMEND OPT!”

AMY SIEVERS / SIEVERS SECURITY INC.

“THE LEVEL OF SERVICE THAT WE GET FROM OPT IS TOP NOTCH! THEY ARE VERY KNOWLEDGEABLE AND RESPOND TO QUESTIONS AND REQUESTS VERY QUICKLY. IT TOOK US MONTHS TO DO WHAT THEY DID IN A FEW DAYS! I WOULD HIGHLY RECOMMEND THEM!”

RONDA MEYER / PER MAR SECURITY SERVICES

Dashboard

Our Email Invoicing and Statement Suites as well as our Dashboard events have been combined into fantastic billing packages that offer a great savings to you! Below you can find out more information about the entire process, as well as more information about which events work well with our Email Invoicing. There is also a CC/ACH Billing Suite that has been created with some of the most popular events from our menu!

SUCCESS STARTS HERE

We understand the pivotal role that automation plays in the accounts receivable department of thriving companies. With that in mind, we are pleased to introduce our comprehensive solution that not only saves valuable time and resources but also provides significant benefits to both you and your customers. Our suites have become essential tools for our clients.

OPT offers extensive support for a wide range of standard A/R options, along with an array of additional features and settings that are not typically available in most financial management solutions.

Choose from our diverse library of customizable formats, tailored to meet your specific requirements. We offer several packages designed to suit your needs, complete with supplementary events and reports to effectively monitor your invoicing and collections progress.

To enhance the functionality of our events, OPT utilizes the KnowledgeSync Actions Module, facilitating seamless communication with your systems. This enables you to indicate when invoices or statements have been emailed, resulting in significant cost savings compared to traditional printing and mailing methods. Additionally, our options allow for the inclusion of detailed Excel files for master accounts, encompassing all invoice charges. Furthermore, you can attach PDF versions and/or additional marketing materials as needed.

Elevate your email billing experience with OPT Web Services, which provides additional delivery methods, options, and workflows. Review, approve, and track your billing endeavors using OPT dashboards. Moreover, effortlessly attach related inspection and service ticket reports. Our web-based platform allows users to view invoice details directly from their statements and conveniently settle their balances online.

As part of our Email Invoicing and Collections Suites, we continuously offer an expanding array of options for formatting your collection emails. Rest assured that all our formats are fully customizable, and we are committed to working closely with you throughout the entire process to ensure your complete satisfaction with the end product.

At OPT Business Services, Inc., customer satisfaction has always been our utmost priority, and we strive to deliver excellence in every aspect of our service.

RESOURCES

Please feel free to browse through our documents and samples for more information.  Click on the picture of the document and then click on the link on the bottom labeled "GO TO LINK" to open the document.

© 2024 by OPT Business Services, Inc.

(727) 258.7229

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