Systems and methods for charge-back invoice generation

• US 20040107164A1
• Filed: 07/25/2003
• Published: 06/03/2004
• Est. Priority Date: 07/25/2002
• Status: Active Grant

• Current Assignee: Pitney Bowes Incorporated (Böwe Systec AG)
• Original Assignee: Pitney Bowes Incorporated (Böwe Systec AG)
• Inventors: Brand, Patrick M., Eckert, Judith M., Jasthi, Srinivas, Ghiloni, Beth W.
• Granted Patent: US 7,209,897 B2
• Time in Patent Office: Days
• US Class Current: 705/40
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

A method and system for collecting, translating, aggregating and presenting charges to a user is described. In a further configuration, a system and method for selecting charges and generating and managing invoices for charging back charges to either internal or external organizations is provided.

Claims

1. A method for aggregating charges and generating invoices comprising:

receiving an indication of a charge from a financial institution by a first user of a first vendor;

requesting detail information regarding the charge from the first vendor referring to the indication;

receiving detail information regarding the charge from the first vendor;

storing and aggregating the detail information regarding the charge from the first vendor;

providing access to the aggregated detail information;

receiving selection data for the aggregated detail information; and

generating a bill based upon the selection data.

2. The method of claim 1 further comprising:

tracking the inclusion of the charge on a bill.

3. The method of claim 1 further comprising:

receiving an indication of payment of the bill and tracking a charge-back payment status of the charge.

4. The method of claim 1 wherein:

selection data is received from an automated filter macro.

5. The method of claim 1 wherein:

selection data is received from a user indication including a checkbox selection.

6. A system for aggregating charges and generating invoices comprising:

a processor;

a storage device connected to the processor;

the storage device storing a logic program;

the processor operative with the logic program to perform;

receiving an indication of a charge from a financial institution by a first user of a first vendor;

requesting detail information regarding the charge from the first vendor referring to the indication;

receiving detail information regarding the charge from the first vendor;

storing and aggregating the detail information regarding the charge from the first vendor;

providing access to the aggregated detail information;

receiving selection data for the aggregated detail information; and

generating a bill based upon the selection data.

7. The system of claim 6 further comprising:

the processor operative with the logic program to perform;

tracking the inclusion of the charge on a bill.

8. The system of claim 6 further comprising:

the processor operative with the logic program to perform;

receiving an indication of payment of the bill and tracking a charge-back payment status of the charge.

9. The system of claim 6 wherein:

selection data is received from an automated filter macro.

10. The system of claim 6 wherein:

selection data is received from a user indication including a checkbox selection.

11. An article of manufacture comprising:

a computer-readable medium having computer-readable program code means stored thereon for controlling a computer to process a payment for a purchase of goods, said computer-readable program code means including;

program code for receiving an indication of a charge from a financial institution by a first user of a first vendor;

program code for requesting detail information regarding the charge from the first vendor referring to the indication;

program code for receiving detail information regarding the charge from the first vendor;

program code for storing and aggregating the detail information regarding the charge from the first vendor;

program code for providing access to the aggregated detail information;

program code for receiving selection data for the aggregated detail information; and

program code for generating a bill based upon the selection data.

12. The article of manufacture of claim 11 further comprising:

program code for tracking the inclusion of the charge on a bill.

13. The article of manufacture of claim 11 further comprising:

program code for receiving an indication of payment of the bill and tracking a charge-back payment status of the charge.

14. The article of manufacture of claim 11 wherein:

selection data is received from an automated filter macro.

15. The article of manufacture of claim 11 wherein:

selection data is received from a user indication including a checkbox selection.