Distributor

This panel displays a list of distributors that match your search query.

To add a new distributor, click + Distributor and fill in the required details.

To edit distributor information, click the distributor’s name in the list.

To delete a distributor, select a checkbox to the left of a specific distributor name and click Delete in the bottom-right corner.

This panel helps you find a specific distributor. Specify one or more of the search criteria listed below and click Search. If you want to stop the search, press “Esc” on the keyboard or click Stop . Click More to view all available search criteria. To reset the search criteria, click Default filters .

To refresh the search results, click Search.

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 Page search settings and clear the check mark for the Automatically start searching upon opening the page option. When the check mark is absent, the list of 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 manual search produces a single result, automatically open it option.

Filter distributors by name and other fields, e.g., billing address, login, phone, etc. By default, the quick search is performed only by name.

To configure how the search is performed, click Quick search options next to the Quick search field. To include or exclude the search criteria, select/clear the checkbox.

Once the Quick search options are selected, the changes are automatically saved and applied to the next searches.

By default, PortaBilling searches for distributors by their data that starts with your input. To change the mode for a specific filter, select the needed option to filter distributor records by distributor 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 distributors by customer class:

• Select Any to search among distributors with any customer class assigned.
• Select a specific customer class to display distributors with this customer class assigned.

To obtain more precise results, click More <img "class=visible-in-embedded-help" src="https://docs.portaone.com/wp-content/uploads/2025/01/filter-list.svg" alt="Open the list of search criteria" width="24" height="24" /> to open advanced search criteria.

To change the matching mode for a specific field, click Matching mode and select the needed option to filter distributor records by the distributor 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 distributors by status:

• Any – distributors with any status.
• Any except terminated – all distributors except those having the Permanently terminated status.
• Open – to display distributors who can operate without any restrictions.
• Provisionally terminated – distributors who don’t have access to any operations, but who can be reactivated.
• Permanently terminated – distributors who have no access to any operations and can not be reactivated.
• Suspended – distributors who currently do not have access to operations because of an overdue invoice. Once a distributor makes a payment to cover the overdue invoices in full, the suspension is automatically lifted.
• Payment frozen – distributors whose auto-payment is suspended due to repeated errors (e.g., credit card cancellation).
• Exported – distributors whose data has been transferred to a new PortaSwitch installation. For such distributors, service provisioning and billing are stopped in the source system.
• Service limited – distributors whose services are restricted because of overdue invoice(s) (e.g., outgoing calls are blocked, while emergency calls and incoming calls are still allowed).
• Spending limit reached – distributors whose daily expenses reach the defined limit.
• Credit limit exceeded – distributors whose current balance exceeds the credit limit.

Click Unfold to open the Custom fields section. You can search for distributors by the data in custom fields.

To change the matching mode for a specific field, click Matching mode and select the needed option to filter distributor records by the distributor's 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.

The distributor list includes the default columns:

This icon shows the distributor status. Active distributors do not have a status icon.

• Closed – the distributor has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.
• Blocked – the distributor has been blocked by the administrator; no call services are provided until an administrator removes the block. Blocked distributors have no access to their portals. For blocked distributors, charges for service usage are not applicable; however, subscription fees and fees for assigned DID numbers will still apply.
• Permanently terminated –  the distributor has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.
• Suspended – this distributor cannot activate accounts or record payments because of an overdue invoice. Once payment is received in an amount that covers the overdue invoice, the suspension is automatically lifted.
• Provisionally terminated – a distributor can become provisionally terminated after the grace period to pay overdue invoices expires. When provisionally terminated, all of a distributor’s services stop, although their data remains in the database to issue an invoice for the last billing period before the day of termination. You can reactivate the distributor’s services if the distributor changes their mind later on. The default period for reactivation is 30 days. You can change it in the customer class. If not reactivated, the distributor’s status automatically changes to Closed.
• Credit limit exceeded – this status means that the distributor’s current balance is higher than the credit limit value. The distributor must submit the payment to continue their operations in PortaBilling.
• Suspension lifted – a distributor receives this status after you delay their suspension manually. Services are temporarily available until the date you specified in the Lift the suspension until field.
• Payment frozen – a distributor’s auto-payment is suspended due to repeated errors (e.g., credit card cancellation).
• Exported – this distributor has been ported to another installation in Dual Version PortaSwitch. A distributor with this exported status is not operational here. Their data is kept for backup.

This is the distributor name, which is also a link that redirects you to the distributor page.

The xDRs are data records that include billing information related to selling products and refilling the balances of the customers managed by the distributor. Click xDR to see the xDR history for a specific distributor.

The currency in which the distributor is charged.

The distributor's balance: the amount of money a distributor owes you.

The credit limit is set for the distributor. When the distributor's balance reaches that credit limit, they are no longer allowed to activate accounts until the distributor tops up their balance for accounts already activated. The credit limit reduces your risk of loss in case the distributor goes out of business.

The amount of money the distributor receives upon selling products.

The amount of money the distributor receives upon activating accounts or refilling customer balances.

The customer class that is assigned to this distributor. To view the parameters of the specific customer class, click the “Customer class” name link.

• Change table settings – click Settings in the title bar to customize columns, change row style, or reset table settings.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Distributors list page displays distributors in alphabetical order. You can re-sort them in reverse order.
• Change the default number of results globally – use the Number of results drop-down list in the bottom-right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.