Invoices and taxation

On this panel you can define which invoice template to use and how to enumerate the invoices, how to tax the reseller for provided services, and whether to send statistics and invoices by email.

You can also create invoices on demand for the reseller here.

Use invoices on demand to immediately charge the reseller for service usage, equipment purchase, etc. without waiting for the current billing period to close. You save the reseller’s time and encourage early payments by doing this.

These are the types of invoices you can generate on demand:

• Initial invoice, which includes charges for the first billing period. You can generate this invoice for the reseller during their first billing period only. From then on, use Midterm invoices.
• Midterm invoice, which covers the charges from the beginning of a current billing period up to the time of invoice generation.
• Out-of-turn invoice, which includes manual credit/charge transactions.

The invoice wizard guides you through the configuration steps to generate invoices on demand. It walks you through these steps:

• Invoice type, where you select which invoice to generate.
• Fee review, where you review applicable fees.
• Manually added fee, where you add new fees manually.
• Invoice review, which shows the invoice summary and where you can define the payment terms and due date.
• Payment, which provides the payment options.
• Summary, where you can review the invoice summary.

In this section you can define which invoice template to use, how to enumerate the invoices, and whether to send statistics and invoices by email.

To configure invoicing, expand the section.

Define which statistics to deliver to the reseller by email after the billing period ends.

• Select As defined by the customer class to use the settings defined for the customer class.
• Select Full statistics to send a .csv file with a complete list of xDRs.
• Select Summary only to send just a brief summary of charges.
• Select Do not send to not deliver any statistical data to the reseller.

Define whether to generate a .pdf file of the invoice for this reseller.

• Select As defined by the customer class to use the settings defined for the customer class.
• Select At the end of the billing period to generate a .pdf file at the end of the billing period.
• Select Postponed, based on resource availability to generate a .pdf file for all resellers when PortaBilling completes calculations related to the previous billing period.
• Select On demand to generate a .pdf upon request.

Choose a regular invoice template for this reseller.

• Select As defined by the customer class to use the regular invoice template defined for the customer class.
• Select Do not create an invoice to prevent regular invoice generation for this reseller.
• Choose a predefined regular invoice template from the list.

Choose an out-of-turn invoice template for this reseller.

• Select As defined by the customer class to use the out-of-turn invoice template defined for the customer class.
• Select Do not create an invoice to prevent out-of-turn invoice generation for this reseller.
• Choose a predefined out-of-turn invoice template from the list.

Define whether to deliver regular invoices to the reseller by email.

• Select As defined by the customer class to use the settings defined for the customer class.
• Select Yes to send regular invoices by email.
• Select No to not send regular invoices by email.

Define whether to deliver out-of-turn invoices to the reseller by email.

• Select As defined by the customer class to use the settings defined for the customer class.
• Select Yes to send out-of-turn invoices by email.
• Select No to not send out-of-turn invoices by email.

Define how to number the invoices for this reseller.

• Select Default to keep the default invoice numbering sequence for the whole environment.
• Select Individual for environment to use global sequential numbering throughout the environment.
• Select Individual for customer to use the individual sequential numbering for this reseller’s invoices.

In this section you can define how to tax the reseller for the services provided.

Choose a taxation plug-in for calculating taxes.

Define the parameters for the Avalara plug-in.

Define the reseller’s tax ID.

Choose the type of customers to whom the reseller provides services.

• Select Industrial for manufacturing companies.
• Select Business for business entities that use the services for business purposes.
• Select Residential for customers who use the services for personal purposes.

Define the reseller location:

• Select Inside for resellers located inside an incorporated city area.
• Select Outside for resellers located outside of an incorporated city area.

Define which additional taxes to calculate for the reseller:

• Select Non-switched trunk services to calculate taxes on the quantity of DID numbers the reseller uses.
• Select Switched trunk services to calculate taxes for the number of reseller sites, extensions and a cloud PBX reseller’s simultaneous outgoing calls.

Select whether the reseller is entitled to a lifeline assistance program.

Choose which taxes the reseller is exempt from.

Define parameters for the SureTax plug-in.

Define the reseller’s tax ID.

Turn on the toggle to assess taxes based on each account’s location.

Prior to enabling this option, make sure that the correct ZIP codes are set on accounts (Account > Personal info > General info > Address info > Postal code). When this option is disabled, the customer’s ZIP code is used to calculate taxes for all their accounts.