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.
Create invoice on demand
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.
Invoicing configuration
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.
Send the generated .csv files via email
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.
Generate the invoice PDF
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.
Regular invoice template
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.
Out-of-turn invoice template
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.
Send regular invoices
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.
Send out-of-turn invoices
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.
Invoice number sequence
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.
Taxation
In this section you can define how to tax the reseller for the services provided.
Taxation plug-in
Choose a taxation plug-in for calculating taxes.
Avalara (US, Canada)
Define the parameters for the Avalara plug-in.
Tax ID
Define the reseller's tax ID.
Customer type
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.
Incorporated city area
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.
Taxation mode
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.
Lifeline assistance program
Select whether the reseller is entitled to a lifeline assistance program.
Exemptions
Choose which taxes the reseller is exempt from.
SureTax (US, Canada)
Define parameters for the SureTax plug-in.
Tax ID
Define the reseller's tax ID.
Tax jurisdiction per account
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.
Regulatory code
Select the regulatory code from the list.
Sales type
Choose the type of resellers for whom you provide the services.
- Select Default to apply customer class settings.
- Select Business for business entities that use the services for business purposes.
- Select Industrial for manufacturing companies.
- Select Lifeline for resellers granted a subsidy.
- Select Residential for resellers who use the services for personal purposes.
Line counting by
This option allows you to configure the per-line taxation based on the number of customer service lines.
- Max number of outgoing calls – the number of lines corresponds to the number of simultaneous outgoing calls (allowed on the customer/product level), e.g., 25 simultaneous outgoing calls equal 25 lines. This mode is recommended for SIP trunking customers.
- Number of accounts – the number of lines is calculated as the number of customer accounts, e.g., 30 customer accounts equal 30 lines. This mode is recommended for cloud PBX customers.
- Manual entry – the number of lines is assigned manually for the customer.
- ZIP code – specify a ZIP code to define the tax jurisdiction.
- Lines – specify the corresponding number of lines.
If the customer has users in different locations, click Add
to add more ZIP codes (tax jurisdictions) with the number of lines. To delete a specific ZIP code with the number of lines, click Delete 
.
- Non-usage charges (deprecated) – this is available for backward compatibility. The number of lines equals the number of units in xDRs, e.g., one subscription equals one unit.
Tax code for counted lines
Specify the tax code provided by SureTax to assess per-line taxes.
Rounding precision
Choose the number of decimal digits to round the tax amount.
SureTax uses mathematical rounding on tax amounts. For example, if you configure to round off the charged amount to two decimal digits, then 1.204 rounds off to 1.20, 1.205, and 1.206 all round off to 1.21.
Summary type
Choose how to display taxes in the reseller invoices:
- Select Default to apply customer class settings.
- Select No summary to separately display federal, state and local taxes.
- Select Summary by Federal, State and Local Taxes to display federal, state and local taxes summarized.
Fixed VAT Rate
Define parameters for the Fixed VAT Rate plug-in.
Tax ID
Define the reseller's tax ID.
Taxes included into rates/fees
Choose whether to include taxes in the rates. When taxes are included, PortaBilling back-calculates the defined tax percentage from the total amount of charges or payments. Otherwise, PortaBilling adds a defined percentage of value-added tax to the charges.
Exempt from
Define whether the reseller is excused from taxes:
- Select Default to apply customer class settings.
- Select Yes if the reseller is not required to pay this tax.
- Select No to apply a fixed VAT rate to this reseller.
VAT, %
Type a certain percentage of value-added tax.
Tax xDR per service
Choose whether to calculate taxes per service and include them on invoices. This option is applicable if your rates do not include taxes.
Custom taxation
Define the parameters for the Custom taxation plug-in:
Tax ID
Define the reseller's tax ID.
Taxes included into rates/fees
Choose whether to include taxes in the rates. When taxes are included in the rates, PortaBilling back-calculates the defined tax percentage from the total amount of charges or payments. Otherwise, PortaBilling adds a defined percentage of value-added tax to the charges.
Taxes
Choose which custom taxes to apply to this reseller.
To create a new customized tax, click Add.
GST (Malaysia)
Define parameters for the GST (Malaysia) plug-in:
Tax ID
Define the reseller's tax ID.
Relief certificate
By default, the GST plug-in applies a 6% goods and services tax. If the reseller has a relief certificate code which applies 0% tax for goods, type that code into this field.
Expiration date
Choose the reseller's relief certificate expiration date.
Goods
Choose the goods that fall under the relief certificate with 0% tax.
Issued invoices
The Issued invoices link leads to the Invoicing section where you can browse and manage the reseller's invoices.
