Do you send subscription bills to your customers & spend too much time making it happen?
Wouldn't you like to spend your time doing something else? Let us take that burden off your shoulders.
Pivot from spending all that time getting your billing done to spending all that time growing your business.
This isn't another piece of software you buy, install, configure, and spend time operating; this is an easy to use customer management portal for your team, while our team of experts operate your billing behind the scenes.
Subscription Billing & Customer Management
Datex is the fastest and easiest way for your business to bill customers with subscriptions or other monthly recurring revenue. We will do all the heavy lifting on the backend, while you spend your time building your business. Nothing could be easier.
Capture more revenue, support new products or business models, and accept recurring payments globally.
Let Datex become your company's billing team
We're not just a software you purchase and then operate yourself. We're software that comes with a team of experts to operate your billing while you go and grow your business. The Datex advantage is that our team becomes an extension of your company. Our team handles all the details of getting your billing out the door and supports your team as they support your end customers. You don't need to become an expert on billing!
Optimize your operations
Datex has been the "behind the scenes" secret of the billing industry in North America for nearly the last 30 years. We operate your billing for you. We give you access to our portal, and behind that portal is our team, which gets the billing done and out the door.
Support any billing model
Flexible billing logic for everything from flat fee products and services that bill in advance, to prorated complex usage based services that bill in arrears.
Protect your revenue
Make revenue leakage a thing of the past. Seal up holes between provisioning and billing data entry by doing it in one place. Let our suite of management reports provide you with full visibility.
A billing platform for everyone.
Datex does not limit the number of employees that can access your billing system; provide everyone with access! Knowing that privacy and security are always a big concern, we support very robust and granular permissions to manage access.
Customers, their products, and their usage.
The management portal provides a single consolidated view of all customers, including their products & services, accounting, tickets, and orders.
The flexible product catalogue supports every type of product or service, and includes filters for limiting by quantity, date, customer demographics, division of your business, and serving areas. Charges support recurring and non-recurring models, advance and arrears calculations, proration for partial period charges, bundles, promotions, and more. Periods can be monthly or any number of months beyond, allowing for quarterly or annual charges.
In the background, a file mediation engine can ingest any type of usage records. If we don't support it, we'll work with you and your vendor to get the usage into our platform.
Get an invoice design everyone loves.
Your invoice. Your design. Your branding. Send our team exactly what you want or start with one of our templates and we'll customize to fit your tastes.
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Visit a customer and see an accounting history, aged balance, past invoices, and apply adjustments or payments as needed.
Use the customer management portal as a subledger to your main accounting general ledger. The accounting of payments and newly minted billing revenue from the customer portal becomes subtotals to your main GL.
Accept all major credit cards. We've integrated with major payment processors, allowing you to accept credit card payments, both pre-authorized batches and one-time / real-time from inside our customer management portal. Bring your own merchant account and preferred payment processor to Datex.
Import a data stream from your bank or service provider for lockbox, ATM, or online banking
payments.
Keep track of things.
The ticketing system helps manage customer inquiries, issues, and track events about the customer. Tasks can be scheduled, prioritized, and assigned to either individuals or groups. Hook events from other processes into tickets, like when a collection letter is sent or an internal provisioning activity is required.
Yes, it has reports too!
Live reporting from the customer management portal available on demand; delivered in either Spreadsheet or PDF formats. Meanwhile, an extensive suite of revenue reports are delivered as part of the billing process output. And since it's your data, snapshots of your customer or billing data are also available.
Commonplace technology with piece of mind security.
Fully hosted as a SaaS solution on Datex owned and controlled servers in two diverse co-location facilities. No third party access to the systems, with all system controls, backup, hardening, and DR processes built to meet or exceed PCI:DSS, CIS Benchmarks, or industry "best practices".
A full testing and training instance of the environment is available at all times, updated with any changes or release candidates before they are made live. Datex maintains a PCI-DSS Service Provider Level 1 audit.
Keep sales agents happy by paying them commissions.
Track the sales agent of customers. Track any agents of agents relationships. Calculate commissions to your agents based on revenue from your customers.
The system supports multiple commission plans, clawing back of commissions, multiple levels of agents of agents (MLM), and producing reporting for each agent to accompany their commission payment.
Track down customers and (nicely) ask them to pay.
Use the customer management portal to track and communicate with overdue customers. A rules based system categorizes overdue balances, sends email communication, drives messaging on invoices, and ultimately sends demand letters, termination letters, or pushes the customer to outside collections.
What our customers say.
President
Maxx Global Networks Inc.
I am no longer spending a month preparing my customer's invoices for the month. Knowing that Datex is taking care of the invoices for me, I can concentrate on promoting and managing my business.
VP Finance
GoCo
The goal of every company is to grow and expand. The responsiveness of the Datex team is crucial and, together, we achieve that growth.
Director, Billing & Collections
Aptum
Flexibility. Adaptability. The Datex team is there; willing and able; to help in whatever direction our industry takes us. A pleasure to work with.
Director Network Operations
Telehop
Our business model is a complex one. The Datex CRM is able to capture every detail of our requirements and helps simplify the process so that it's user friendly for my team.
President
Metro Loop
Bundling services as well as maintaining and creating new promotions are a big part of my marketing plan. The Datex team is able to assist with both easily and allows me to concentrate on other aspects of my business.
Director
Key 2 Communications Inc.
With the complexity of our vast service offerings, it’s reassuring to be able to rely on Datex to house our customer base and fulfill our invoicing requirements each month. One less thing on our plate
Thanks for reading,
Here's what we hope you take away..
Datex provides an easy to use end-to-end billing solution with no past expertise required.
Once you’re set up, it’s easy. We handle all the backend processes. You can stop spending time on complex processing and reporting, and start pushing your business to new levels.
Don't go out and buy CRM and billing software, only to find out there's a steep learning curve on getting it running for your business. Do call us, and we'll make your billing burden a thing of the past.