Online Payment & Document Archiving
Present invoices, collect online payments, and archive documents all in one system.
Give your customers instant digital access to paper and electronic invoices. Enable online card payments directly from the invoice view, and ensure long-term, searchable document preservation all within a single, integrated platform.
Common challenges
Do these invoice management pain points sound familiar?
- The invoice is created, but delivering it to the customer is a separate process
- After invoices are generated, publishing, sending, and making them accessible to customers still requires manual steps.
- Payment status must be tracked across multiple systems
- Invoices, payment data, and related records live in different systems, making it harder to get a unified view of current status.
- Customers must be notified manually
- Alerts for new invoices and upcoming payment deadlines require separate, manual notification and reminder processes.
- Administrative work scales with invoice volume
- Uploading, managing, and reconciling invoices one by one demands significant manual capacity at higher volumes.
- Invoice information is difficult to retrieve quickly
- When documents and payment data sit in multiple systems, responding to customer service inquiries takes longer.
- Archiving is a separate, standalone process
- Long-term, organized preservation of invoices and related documents requires a dedicated effort outside the core workflow.
Online payment and archiving capabilities
From invoice presentation to long-term preservation
Invoice presentment, online payment, and document archiving can be organized into one seamless flow and the solution can be adapted to your existing enterprise systems and operational environment.
Electronic Invoice Presentment & Payment
Give your customers a single online portal where they can view digital copies of both electronic and paper invoices, check their status, and pay directly by card. The platform supports bulk invoice upload, automated notifications and payment reminders, and integration with ERP and CRM systems.
Key features
- Paper and e-invoice presentment
- Online card payment
- Email notifications
- Payment reminders
- Bulk invoice upload
- Payment reports
Online Archiving
Ensure long-term, organized, and searchable preservation of invoices and related electronic documents. Authorized staff can access documents through an admin interface, while the storage backend scales with growing data volumes. The solution provides scalable object-storage-based archiving with support for PAdES-B-T and PAdES-B-LT standards.
Key features
- Online document archiving
- Administrative interface
- Document search and retrieval
- Scalable storage backend
- Object-storage-based archiving
- PAdES-B-T support
- PAdES-B-LT support
Flexible Integration with Existing Systems
We adapt the solution to your current billing, customer service, and ERP workflows. It can connect to your existing customer portal or backend systems and be deployed either on-premises or as a managed service, matching your IT environment.
Key features
- Connects to existing customer portals
- API integration
- ERP system connectivity
- On-premises deployment
- Managed service / SaaS option
Use cases
Which processes benefit from online payment and archiving?
This system fits billing and customer service workflows where digital invoice access, payment tracking, and long-term document retention are critical.
Why it helps
01
Customer Portals & Digital Customer Service
Add invoice lists, document downloads, and online payment capability to your existing web or mobile customer interface.
Why it helps
Customers can view their invoices, check payment status, and initiate payments on a familiar interface they already use.
02
High-Volume Invoice Management
Invoices enter the system via bulk upload or direct ERP integration, and payment status updates flow back to connected backend systems.
Why it helps
Reduce manual uploads and repetitive administrative tasks while managing higher invoice volumes in a unified process.
03
Long-Term Document Retention
Invoices and related electronic documents are preserved in an organized, searchable archiving environment.
Why it helps
Documents remain accessible long after issuance, and storage capacity scales to accommodate growing volumes.
What your business gains
Less admin, simpler invoice management
Invoice presentment, payment tracking, and long-term archiving can be organized into a more unified workflow, while making it easier for your customers to manage their invoices.
Less manual administration
Bulk data loading and system integrations reduce the need for individual uploads and repetitive data-handling tasks.
Unified invoice information
Digital copies of paper and e-invoices, payment status, and related data are managed in one place.
Simpler online payments
Customers can initiate card payments directly after viewing an invoice, without switching to a separate payment portal.
More efficient customer service
Invoices, payment data, and documents are faster to retrieve, making it easier to resolve billing-related customer inquiries.
Searchable document retention
Invoices and related documents are preserved in an organized archiving backend and remain accessible to authorized staff.
Built on existing workflows
No need to rebuild your entire billing environment the solution connects to your existing customer portals and enterprise systems.
How it works
From invoice ingestion to archiving
The system connects invoice receipt, customer-facing presentment, payment, tracking, and long-term retention into a single, auditable workflow.
- 01
Invoice ingestion
Invoices enter the system via bulk file upload, ERP integration, or API.
- 02
Online publication
Invoices appear on the customer's web or mobile portal interface.
- 03
Customer notification
The system sends an email notification for new invoices and can issue payment reminders when due dates approach.
- 04
Online payment
Customers view the invoice and initiate a card payment directly through the portal.
- 05
Payment status & reports
Payment results flow back into the system; data is available in reports or forwarded to backend enterprise systems via integration.
- 06
Archiving
Invoices and related documents are preserved according to your defined retention and archiving policy.
Related capabilities
Complete your document workflow
Online payment and archiving covers the digital side of invoice management. Extend the process further — from document generation to physical mail delivery with these complementary services.
Custom software development
If off-the-shelf features don't fully cover your processes, we can extend the solution with custom modules, system integrations, and interfaces.
Document generation
Automate the creation of invoices, customer notices, and other related documents using templates and variable data.
Hybrid Mail and Postl Delivery
Documents made available electronically can also be printed, enveloped, and mailed on paper when needed.
Next step
Simplify how you manage, collect, and preserve invoices.
Tell us which billing and customer service systems you use, how you currently handle invoice presentment and payment, and what your archiving requirements are. We'll help design a solution that fits your workflows.