Regular invoices

Here you can enable invoice generation for customers and configure their invoicing parameters, payment terms, and collection policy.

Turn on the toggle to generate invoices for customers at the end of the billing period. The toggle activates other configuration parameters.

An invoice template is a special HTML document that defines how your customers’ .pdf invoices look. You create invoice templates on the Templates panel. Then you select the desired invoice template from the list.

The Do not create an invoice value means PortaBilling only produces xDR summaries for these customers and doesn’t generate .pdf invoices.

Schedule when to generate .pdf invoices for customers. You can optimize system workload and statistics calculation by using different invoice generation modes per customer class.

The invoice generation options are:

• At the end of the billing period – this is the default option. PortaBilling processes a customer’s xDRs, applies charges (e.g., recurring, DID usage fees, etc.), creates an invoice and generates a .pdf file once their billing period is closed. When the .pdf file for this customer is generated, PortaBilling starts processing xDRs for the next customer and so on. Therefore, it takes longer to process xDRs for all customers, though the .pdf files are quickly available.
• Postponed, based on resource availability – use this option if you automatically charge customers’ credit cards. PortaBilling creates an invoice and immediately charges a customer’s credit card. PortaBilling begins to generate the .pdf files only once the calculations related to the previous billing period (e.g., xDR processing, statistics) for all customers have been completed. Postponed generation accelerates the payment procedure and evenly distributes the load on the system.
• On demand – PortaBilling makes all calculations for the customer, creates their regular invoices and saves them to the database. You can access these invoices via the API at any time. PortaBilling doesn’t generate .pdf files unless you explicitly request it. You can generate a customer’s invoice from the customer’s page. On demand invoice generation helps you save hard disk space and decrease the workload on the system by up to 50%, depending on the amount of data.

Define when to send invoices by email to a customer:

• Never – customers won’t receive their .pdf invoices by email.
• Automatically – PortaBilling creates a new invoice for a customer and automatically sends the .pdf copy to them by email.
• After review and approval by admin – PortaBilling generates the invoice and leaves it open for you to review and approve. During the review you can modify the invoice (e.g., correct the amount and recalculate it). After you approve the invoice, PortaBilling sends the .pdf copy to the customer by email.

Specify the number of days for approving an invoice before PortaBilling sends the .pdf copy to the customer.

This option is available only if you choose the After review and approval by admin in the Send the invoice via email field.

For an invoice where the amount owed is smaller or equal to this collection threshold, the customer will not receive the outstanding balance notifications and will not be suspended if the invoice becomes overdue. Find more details here.

You can specify the collection threshold (the value should be more than zero) only if the currency for this customer class is set. If the currency is not set for the customer class, this field is inactive.

You can choose to define the time frame within which a customer is expected to make payment in:

• Days (the default option)
• Billing periods

Choose when an invoice becomes due.

• Due upon receipt – this is the default option. With this option enabled, the invoice generation and due dates are the same.
• Net – select this option to give your customer a specific number of days/billing periods to pay their invoice before it becomes overdue. The invoice due date is calculated as the invoice generation date plus the specified period. For example, if the invoice generation date is June 1st and you specify 15 days here, it means that on June 16th the invoice becomes due. If the payment is not received, on June 17th the invoice becomes overdue, and the collection process will be initiated.

Specify the number of days before an invoice is due that the customer receives a notification. This option is available only if you choose the Net option above and specify the period.

To send several notifications, specify comma-separated values in descending order. For example, “14, 7, 3” means that the customer receives a notification 14, 7, and 3 days before the invoice due date (if the customer pays after the first notification, no further notifications are sent).

To improve the cash flow, you can automatically charge customers’ credit cards for invoice payments.

• Do not charge – at the end of a customer’s billing period, PortaBilling only generates a .pdf invoice and sends it to the customer. The customer then pays the invoice in any of the following convenient ways: by credit card via the self-care portal, in a bank, etc.;
• Upon invoice generation – at the end of a customer’s billing period, PortaBilling calculates an invoice and immediately charges the customer’s credit card. Upon successful payment processing, PortaBilling generates an invoice .pdf file with a zero amount due. If the payment transaction is unsuccessful, PortaBilling generates a .pdf invoice with the actual amount due.
• On the due date – at the end of a customer’s billing period, PortaBilling generates a .pdf invoice and sends it to the customer. The invoice amount due is calculated according to the standard algorithm: based on the previous invoice balance, payments received during this period, and charges during this period. If on the due date, there is still an unpaid amount on this invoice, PortaBilling automatically charges this amount to the customer’s credit card.

You can configure PortaBilling to re-attempt collecting customer payments in case the initial attempt fails, e.g., due to lack of available funds.

This option works if you select to charge customers’ credit cards immediately Upon invoice generation. Specify when PortaBilling attempts to re-collect customer payments after the unsuccessful initial transaction but before the invoice due date.

Several attempts are possible. Specify the values separated by commas and in the descending order (e.g., 4, 2, 0). A zero value means to charge again on the due date.

To disable re-collect attempts completely, leave this field empty.

Specify the number of days after the invoice due date when PortaBilling will attempt to re-collect the customer payment. Several attempts are possible.

If you select to charge customers’ credit cards immediately Upon invoice generation, specify the values separated by commas and in the ascending order (e.g., 0, 2, 4). A zero value means to charge again on the due date.

If you select to charge customers’ credit cards immediately On the due date, specify the values separated by commas and in the ascending order (e.g., 2, 4, 6). For instance, “3, 6, 10” values instruct PortaBilling to charge the customer’s credit card on the due date and again 3, 6 and 10 days later.

To disable re-collect attempts completely, leave this field empty.

Configure actions and notifications if payment is past due.

Send a notification regarding the overdue invoice to a customer. Specify the number of days after the invoice due date that the customer receives such a notification. An empty field disables these notifications.

You can define several thresholds to send multiple notifications to a customer. Specify values separated by commas and in the ascending format (e.g., 10, 12, 15).

For instance, “0, 7, 14” values mean that the customer receives a notification on the due date and again 1 and 2 weeks later.

You can apply a late payment fee each time a customer’s invoice becomes overdue (the fee is included in the next invoice).

This fee applies immediately when an invoice becomes overdue, so the customer is charged this fee even if they pay the overdue invoice a few hours later.

Service limitation means that the customer can still continue using the services but in a restricted capacity, e.g., instead of the standard 4G wireless internet, a customer can use the services at 64 Kbps speed. This option provides the customer with additional time to settle their debt without a complete interruption of service (service suspension). To continue using the services at full capacity, the customer should pay off all the overdue invoices that caused the service limitation.

While the service is limited due to non-payment, recurring charges (subscription fees) still apply.

Specify the number of days/billing periods after the invoice due date when service limitation for the customer starts.

You can notify your customers about the upcoming service limitation. For example, the “2” value means that a notification is sent 2 days before the customer’s services become limited.

You can set a specific number of days (or billing periods) after the due date when the service will be suspended due to non-payment. On the suspension date, the customer’s status will change to “Suspended.” When a customer is suspended, their services are blocked though some subscription fees may still apply (this depends on the subscription configuration).

Specify the number of days (or billing periods) after the due date that the customer becomes suspended. The minimum value is “1”. The empty field means no suspension applies. Note that if you configure service limitation, the period you set here should be the same or larger.

Specify the number of days before the suspension date to send a notification to the customer. The value here must be equal to or lower than the suspension period.

You can apply a reactivation fee to the customer each time their services become available upon payment of all overdue invoices after the suspension (that was caused by an overdue invoice). The reactivation fee is applied to the currently open billing period (at the time of re-activation) and is included in the next invoice.

If a customer’s invoice is overdue, you have the option to automatically terminate commitments for all their accounts.

Specify the number of days after the invoice due date when commitments should be terminated. For example, if you specify 7 days here and an invoice becomes due on June 21, the commitments for all the customer’s accounts will be terminated on June 28.

Once a commitment is terminated, the commitment penalty is applied and the services within these commitments are no longer provided.

To resume services:

• The customer needs to pay the commitment penalty and cover all overdue invoices.
• A new commitment should be assigned to the customer accounts.

You can notify customers about possible commitment termination.

Specify the number of days before the commitment termination date to send the notification to the customer.

To send several notifications, specify comma-separated values in descending order. For example, “14, 7, 3” means that the customer receives notification 14, 7, and 3 days before the commitment termination (if the customer pays after the first notification, no further notifications are sent).

This option is used to permanently terminate a customer’s record if they fail to make a payment covering all their overdue invoices within a set period after the due date.

Specify the number of days (or billing periods, depending on the Define terms in option) after the invoice due date when the customer record becomes permanently terminated. For example, you specify “60 days” here. The invoice due date is September 1st, and on this day the invoice becomes overdue. If the customer doesn’t pay for this invoice (and all other overdue invoices) within 60 days, their customer record will be terminated on October 31.

Note that this value must be greater than the number in the Suspend customer > Days/Billing periods after the due date field.

You can notify customers about the approaching termination. Specify how many days before the permanent termination date to send a notification to a customer.

If you define payment terms in days, the number that you specify here must be equal to or less than the number in the Terminate customer > Days after due date field.

The minimum value is 1.