TB Partners™

Partner / Distributor and Commission Management

TimelyBill and its TB Partners component allows for the management of partners, distributors or agents and their commissioning plans. TB Partners provides the ability to create a hierarchy of partners, associate commission (one time payouts), residuals (recurring payouts) and charge-backs, which allow for the recovery of commissions and/or residuals when services are terminated before the defined period of time.

THe TB Partners module also includes advanced functionality such as the ability to “re-brand” bulk services when partner organizations are sold to another partner or merged to a new entity. It also has the ability to relate partner accounts to customer accounts and navigate between them for the purpose of managing demo type units or other services.

• Agent self-care portals for multi-level agent environments
• Create custom regions and districts within the regions
• Supports multiple levels within an organization
• Custom text fields, drop downs, and check boxes
• Partner notes with highlighting and history
• Define and assign commission, residual and chargeback plans
• Assign A/P, commission and residual accounts per partner
• Ability to link a partner account to a corresponding customer account
• Base commissions and residuals on services or ANI/ESN
• Flat rates or percentages
• Based on activation, service length or contract length
• Pay to partner, partner parent, or organization level
• Flexible searching for partner records, branding and history

 

Financial and Reporting Components

• TB Taxes - Tax Integration/Management
• TB Ledger - General Ledger
• TimelyBill Reporting
• TB Partners - Agents & Commission Management