COMPLETE BILLING PACKAGES
75 years of
We have the know-how you need.
“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
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.
Email Invoice Suite
Streamline your billing
Automatically email HTML/PDF invoices.
Includes a status report.
No transaction limit.
Updates event log or customer notes.
($85 Monthly Maintenance Fee)
Email Collection Suite
Automate your collections
Collections notification with cascading verbiage based on aging buckets and copy of the statement. Updates customer record and statement date in your systems.
($85 Monthly Maintenance Fee)
Complete Billing Suite
(Our Best Value)
Get both Billing and Collection suites and create a complete billing solution for a great bundled price. PDF provides unmatched flexibility. Fee-based customization services available .
($105 Monthly Maintenance Fee)
Take the work out of printing
Do you have customers who choose to receive printed invoices and statements? Are you printing and mailing yourself or manually sending everything to a print center?
You can automate sending invoices already created in your system or have our new BPM Platform OxyGen dynamically create invoices and deliver them directly to the print center for you. You can even include additional items such as marketing or announcements. Pricing below does not include print center costs.
We are proud to be working with TTech Print to offer this automation.
($49.99 Monthly Maintenance Fee)
With the CC / ACH Suite you can keep you customers and team informed of activity to payment accounts. KnowledgeSync email notifications can automatically be sent for the following:
CC or ACH Payments Posted - Customer Email (1102)
Internal report of Invoices Past Due Over X by Invoice Type (1108)
Alert to A/R: Tickets Or Jobs Created on Past Due Customers (1116)
Internal alert: CC or ACH Information Has Been Changed (1122)
Email to customer: CC/ACH Payment Failure Notification (1125)
($31 Monthly Maintenance Fee)
OPT Pay One Price Silver Package
Our Silver Plan comes with the entire Complete Billing Suite, PDF Add-On and allows you to select up to 10 Notifications and Reports from our library of over 1000 automations.
Special Price: $4995
($169 Monthly Maintenance Fee)
OPT Pay One Price Gold Package
Our Gold Plan comes with the entire Complete Billing Suite, PDF Add-On and allows you to select up to 20 Notifications and Reports from our library of over 1000 automations. It also include OPT Web Services where you can review, approve and track your invoices from our dashboards and much more!
Special Price: $9995
($399 Monthly Maintenance Fee)
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.
1118 Detailed Email Queue Workflow
Sample - 1118 Default Style
Sample - 1118 Default Master Style
Sample - 1118.1 Astute Condensed Style
Sample - 1118.9 Default PDF Style 1
Sample - 1118.9 Bridgestone PDF Style 2
Sample - 1118.9 Euro PDF Style 3