Accounts

To find an account, specify one or more of the search criteria and click Search. To stop the search, press “Esc” on the keyboard or click Stop . Click Default filters to reset search criteria.

PortaBilling automatically loads the list of records once you open the page. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click Settings and clear the check mark for the Automatically start searching upon opening the page option. When the check mark is absent, the records won’t load until you click Search. If the search result contains a single record, you can open it automatically by choosing the If the search produces a single result, automatically open it option.

Filter accounts by account ID.

By default, PortaBilling filters account IDs that start with your input. To change the matching mode for this field, click Matching mode and select the needed option to filter accounts by account ID that:

• Contains – contains your input (anywhere in the account ID).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Filter accounts by their status:

• All except closed (default) – shows all accounts except those that are closed.
• Any – shows all of the customer’s accounts, including closed ones.
• Open – shows only active (open) accounts.
• Inactive – shows accounts that are not yet active.
• Closed – shows only closed accounts.

Filter the accounts by the main product assigned. The product defines which services are provided to end users.

• Select Any to search for accounts regardless of the main product assigned.
• To filter accounts by the specific main product, select the main product from the list or start typing a name.

To obtain more precise results, click More to open advanced search criteria.

Most of the search criteria in this section relate to the account contact information and are self-explanatory.

To change the matching mode for a specific field, hover over it, click Matching mode , and select the needed option to filter accounts by the account data that:

• Contains – contains your input (anywhere in a value)
• Starts with – starts with your input
• Ends with – ends with your input
• Exactly matches – exactly matches your input

Filter accounts by SIP status.

• Select Any to search among accounts that have any status.
• Select Registered to show online accounts.
• Select Unregistered to show offline accounts.

Filter accounts by their type:

• Select Any to search for accounts regardless of their type.
• Select Credit to search among accounts that have credit type.
• Select Debit to search among debit accounts.
• Select Alias to search among account aliases.
• Select Voucher to search among voucher accounts.

Filter accounts by batch. Select a specific batch to search among accounts belonging to this batch.

Filter accounts by control number (a sequential number of the account in the batch). Type a control number or several numbers separated by commas (e.g., 1,3,8). Specify number ranges through hyphen (e.g., 8-12).

The phone number to send SMS notifications.

Search accounts by the custom data you specified for them in custom fields.

The account list includes the default columns:

The account ID or alias, which is also a link that takes you to the account edit page, or the alias edit panel. Aliases are indicated with a dashed underline.

A status icon shows the account’s status. No icon means the account is active and all services are available.

Click xDRs to see the xDR history for a specific account. The xDRs are data records that include billing information related to services provided to this customer.

The account’s main product.

The account type:

• Debit – the account can consume services when money is deposited.
• Credit – the account can consume services and pay for them later.
• Alias icon – the account is a link or pointer to the main account and can consume services depending on the main account’s type.
• Voucher – the account is used to “recharge” (increase the available amount of) a credit or debit account.

Shows the currency used for the account.

Services available for the account:

• Auto attendant
• Call barring
• Call recording
• Call screening
• Conferencing
• Fax
• Voicemail

This is the initial amount of available funds on an account.

By default, this column is hidden. To add this column, click Settings on the title bar, click Customize columns, and select the Opening balance checkbox.

This is the current amount of available funds (for a debit account) or the owed amount (for a credit account with an individual credit limit).

The credit limit set for the account (only for credit accounts with an individual credit limit). When the account’s balance reaches that credit limit, this account becomes unusable.

The batch that the account belongs to.

A sequential number of the account in the batch.

The number of days the account has not been in use.

The SIP status of the account: either online (accounts with an active SIP registration) or offline (accounts whose SIP registration has expired).

To edit an account, click the account ID in the list.

• Change table settings – click Settings in the title bar to customize columns (show or hide) and change row style.
• Re-order the columns – drag and drop the column headers left or right to arrange them in the desired order.
• Re-order the rows – click Arrow (or ) next to a column header to sort or reverse-sort the rows.
• Change the default number of rows globally – use the Rows per page dropdown list in the bottom-right corner to set the maximum number of rows displayed on the panel. By default, the panel displays 25 rows. Once you change this number, it’s saved automatically, and the same number of rows will be displayed for other PortaBilling entities, such as accounts, resellers, or products.