Below is a partial list of the various modules in Averum Billing. The list applies to both our Hosted Edition and our software product. Please note this is not the full list. So if there are any features you feel are necessary but are not listed, don't worry. We assure you that Averum Billing offers both the functionality and customization options necessary to handle all of your billing needs. For screenshots of the various modules, click the module name.

Web Services
Access to all billing features via the web services interfaces enables straightforward, real-time integration with your system. You can add customers or subscriptions, generate invoices, export data, etc., all via web services. All requests can use Averum's internal primary key values or the custom ID designated by your system. Full security is enforced, just as with browser sessions.

Browser Login
Login to Averum Billing via your browser. No client software is required. Login requires a username and password as well as your company name for added security. Your session is encrypted via SSL.

Software Optional
Averum Billing lets you choose whether to use our Hosted Edition or purchase our software. You can even switch from one to the other. At Averum, we refer to this as Software Optional.

Homepage
After logging in, the homepage provides a dashboard-like display of the information you need to manage your billing processes, including summaries of invoices, subscriptions, payments, refunds, and tasks.

Invoices
Manage invoices, including line items, parameters, payments, refunds and invoice credits. All line items are archived to provide a complete audit trail. Customize invoices via your browser, including creating different versions based on the customer.

Subscriptions
Customers who subscribe to your service can be automatically processed each billing period. They may have a designated quantity, a variable quantity, or a minimum quantity with additional usage billed as necessary -- such as a cell phone plan. Customers are automatically invoiced and charged according to customizable payment processing options.

Payments, Credits & Refunds
Customers may pay their invoices automatically or manually via via credit card, bank ACH, or e-check. For customers who send checks, you can record when the payment was received and the check number. Refunds can also be issued directly to a credit card or bank account, or via check. Payment credits reduce the total amount due on an invoice, and can be applied either manually or automatically. A credit can even apply to the next X invoices.

Products
Manage products and product categories. Products may have parameters, images, descriptions and availability dates. They may also be bundled into packages or have child products. Products may be listed in multiple categories.

Companies
Manage companies, including your company, customers, vendors, and affiliate and cobrand partners. A company

Sales Commissions
Automatically calculate sales commissions for your salespeople, affiliates, cobrands and vendors. Commission plans can be for the entire invoice or an individual product; and can be calculated for each invoice or for all invoices within a given time period. Commissions for a customer may even be split among multiple salespeople.

Users
Manage users, including employees and the contact persons at customers, vendors, and affiliate and cobrand partners. Companies may have multiple users.

Tasks
Users may create tasks to remind them (or other users) to perform certain actions. Tasks can be associated with a customer, invoice, product, payment, subscription, etc. They can be scheduled for certain dates/times, and can be updated as necessary.

Contact Management
For companies that do not already have a CRM system or do not wish to immediately integrate their CRM system, all messages sent to users are archived and can be viewed, filtered and searched. You may create templates for common emails which can dynamically include information about the customer or invoice. You can even create a support form that customers can submit with designated topics, and then automatically route those messages to the appropriate person based on the selected topic. For each incoming message, a ticket is generated and the message status is tracked.

System Configuration
Set system options such as your merchant account information, payment categories, image directories, product categories, and more. You can even customize the header and footer within Averum Billing for your users.

Templates
Customize the display of invoices, receipts and other notifications sent to customers. You may create multiple templates, and even multiple versions of a template based on customer type, partner, payment type, etc.

Custom Pricing
Create custom prices that apply to a product, a category, or all products. Prices may apply to all customers, designated customers, or groups of customers. Pricing options include multiple stages for subscriptions, such as introductory pricing or free trials. Other options include volume discounts, minimum quantity for the price to apply, maximum quantity after which the price expires, and expiration dates.

Custom Fields & Custom Status
Create your own custom fields for users, companies, products, subscriptions, etc. Custom field data types include integer, numeric, boolean, date and text. You may use any html form type to enter the value. As with other important data, custom field values are archived to provide an audit trail. You may also create custom status options for each item, which are similar to custom fields and can be used to quickly filter query results.

Security & Permissions
Assign detailed permissions to users or groups of users -- not simply a role -- so you can assign a user only the permissions you want. All requests are verified to ensure the user has permission for that action, and all sessions are SSL-encrypted. You can also specify IP address(es) permitted for both browser login and web services requests, enabling you to prevent employees (or former employees) from logging in at home or while travelling.

Groups
Groups have many uses. Add users to groups for assigning permissions. Add companies, affiliates, and cobrands to groups for access to custom pricing and to determine subscription processing options. Also, use groups to determine which sales commission plans apply to your salespeople (users), affiliates, cobrands and vendors.

Partner Management
Manage affiliates, cobrands and vendors. Each customer company can be assigned to both an affiliate and/or cobrand. Products may be provided by vendors. Sales commissions can automatically be calculated for all partners. Custom prices can apply to customers of particular affiliates and cobrands.

Subscription Processing
Determine the rules for how subscriptions are processed, including which template is used to generate the invoice/receipt and whether automated payments are processed the day of the invoice or scheduled for X days afterward. You may create as many rules as you want, such as for each partner or customer type.

Export
All major query results can be exported at the click of a mouse via Excel, tab-delimited file, or XML file. For each query, you can specify which fields to include and the variable named used during export, enabling you to export using your own field names.

Application Server
Averum Billing is built in ColdFusion MX and will run on BlueDragon as well. It can also run on a Java application server such as JBoss, WebLogic, and WebSphere. Averum Billing runs on both Windows and Linux.

Database
Averum Billing supports SQL Server, MySQL 4.1, Oracle and IBM DB2.