Streamline Your Agency’s Billing with Bosseo CRM’s Bulk Rebilling Setup
Managing multiple sub-accounts can be a daunting task for agencies, especially when it comes to billing. The newly introduced Bulk Rebilling Setup for Bosseo CRM is transforming this challenge into a seamless task. This feature allows agency administrators to configure rebilling services and markup values for multiple sub-accounts simultaneously. By using the Bulk Actions function within the Sub-Accounts list, managing rebilling becomes quick and efficient, saving both time and effort for growing agencies.
What’s New?
Select and Apply with Ease
Choose any number of sub-accounts and apply, in one go, your preferred payment provider and a consistent set of markup values. This eliminates the need for repetitive, individual setups, which can be both time-consuming and error-prone.
One-Click Setup
Reduce your click fatigue with this feature. The rebilling setup is applied with a single command—no more repetitive tasks spread across your multiple accounts.
How It Works?
Step-by-Step Guide
1. Navigate to the Sub-Accounts page.
2. Select sub-accounts and choose Bulk Actions → Set Rebilling.
3. Choose your payment provider.
4. Configure and apply markup rates for services.
5. Hit Proceed — you’re done!
For those sub-accounts already set up with a card, rebilling begins immediately. If not, a profile is automatically created, and the process kicks off once the card is added.
Why This Feature Matters
This feature is designed to enhance the efficiency of monetizing operations and ensure consistency in billing practices, making it a crucial tool for agencies managing substantial sub-account portfolios. The setup cuts down administrative overheads, allowing agencies to focus more on core operational areas like client engagement and service delivery.
Use Cases Across Different Industries
Home Improvement
For home improvement businesses, where each project might be a sub-account, this feature allows for quick updates across several projects. By applying consistent markups or selecting uniform payment processors, financial inconsistencies are minimized, helping businesses maintain accurate financial reporting and consistency across all projects.
Legal Practices
Law firms can use the bulk rebilling feature to manage client accounts efficiently. With many clients under different sub-accounts, ensuring consistent application of markups or billing practices is vital. This setup allows legal firms to streamline their billing operations, making it easier to manage finances and ensuring compliance with different retainer arrangements or billing agreements.
Medical Practices
For medical offices managing a multitude of patient billing accounts, this feature can be an absolute game-changer. It simplifies billing adjustments based on changes in payment providers or markup policies, ensuring that clients are billed correctly and promptly, thus improving the financial health of the practice.
Conclusion
The Bulk Rebilling Setup feature is a strategic enhancement within Bosseo CRM that provides tremendous value across various professional fields. Whether used to maintain consistency in billing across multiple projects, ensure legal firm billing compliance, or streamline patient billing in healthcare facilities, it stands as a significant step towards operational efficiency. Bosseo CRM continues to push boundaries, making billing management simpler, faster, and more reliable for agencies.
