Billing Self Service Portal

BOS users with  Coordinator level access in the USA, Canada or United Kingdom can now view your account balance, including credit balances, and see open/paid invoices within the newly launched self-service portal in the Book Order System.  This portal is available by accessing the Billing option under Daily Operations in the Book Order System.  This update represents a significant investment based directly on feedback from local affiliates like yourself and is one of the largest integrations to date. If you are part of a statewide DPIL program and submit payment to a state entity this feature may not show for you.

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1. Balance: This will show credit balances in green and balances due in red
2. Actions: Email, download, and view all invoices since you began
3. Status: View each invoice's status and amount due
4. Account Number: This is your affiliate's unique name for efficient communication with our team
5. Billing Groups:  The billing portal shows the Billing Group and the Billing Group's Balance if your affiliate is part of a billing group. Credit balances show in green and balances due in red. (added 09/2020)
6. Payments/Credits/Journal Entries: The billing portal will show invoices along with offsetting credits that reduce the amount due on the account. (added 09/2020)

If you have any questions, please contact someone on our finance team by emailing [email protected]