Billing and Document Management

This process administers billing and document control in customer service processes.

Billing Management

Enables easy access to billing operations, including invoice visualization, rebilling, and payment tracking.

Allows direct dispute resolution for incorrect charges or tariff adjustments.

Document Management

Stores, organizes, and manages business-related customer documents in a centralized and secure repository.

Supports integration with external cloud storage (AWS S3, SharePoint, Alfresco, Heroku, etc.).

Wattyo Record Requirement defines the necessary documents for each process.

The image displays the Record Requirement component embedded within a Salesforce page, designed to validate and manage the documentation associated with a customer request.

This ensures compliance with required documents and facilitates efficient document handling within the process.

If you need more information about Wattyo Record Requirement, please visit Record Requirement