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

Reports
Financial and Reporting Components
- TB Taxes - Tax Integration/Management
- TB Ledger - General Ledger
- TimelyBill Reporting
- TB Partners - Agents & Commission Management
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