Help Us Help You – Software – Diversified Technology

Organization Name

Address

Address Line 1

Address Line 2

City

State

Zip Code

Key Contact

Phone

Email

What service(s) do you bill?

# of Active Customers?

# of Billing Periods Per Year?

# of Cycles Per Period?

What is your current billing system?

What is your current accounting system?

Are you planning to replace your accounting system?

Yes
No

What is your current work order system?

Are you planning to replace your work order system?

Yes
No

Do you charge a penalty for late payments?

Yes
No

Do you charge interest?

Yes
No

Do you send late and/or shutoff notices?

Yes
No

If yes, how many before further action?

Is it important that the look of your late notices be unchanged?

Yes
No

Do you turn off services?

Yes
No

Do you file liens?

Yes
No

Do you submit to collections?

Yes
No

How many users will you have?

Do You...?

Print Bills In-House
Outsource Printing

Which bill format do you use?

Post Card
Letter
Z-Fold/Pressure Seal

Do you accept...?

ACH Payments
Web Payments

Do You Use...?

Remote Deposit
Check 21 Deposit
A Lockbox

Do You Offer...?

Consolidated Bills
Payment Plans
Budget Plans

Do you offer discounts?

Yes
No

Do you charge a disconnect fee?

Yes
No

What are your key needs and wants in a new billing system?

Please tell us about your current billing cycle -- when does it begin, general processes, when do bills get mailed?

Are there processes you want to keep? Processes you want to improve?

Any other thoughts or concerns?

Help Us Help You!

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