Financial info

On this tab, you can view the customer’s financial information and configure invoicing settings, payment methods, taxation, and other billing-related options.

The remaining amount a customer must pay to cover all the invoices in full.

The customer's total overdue invoiced amount.

The amount the customer has "overpaid," which will be automatically applied to settle future regular or out-of-turn invoices. Hover over Info to such as the time and amount of the corresponding payments.

To check a customer's last invoice, click the Last invoice details. Click Preview to download the invoice .pdf file.

To suspend the customer when their balance or available funds are insufficient to cover the subscription charges, use the Suspend on insufficient funds option.

• Select As defined by the customer class to use settings defined for the customer class.
• Select Yes to automatically suspend the customer when they have insufficient funds. Suspended customers cannot use the services, and therefore, no subscription charges are applied. As soon as funds become available, services are resumed, and new charges are generated.
• Select No to allow the customer with insufficient funds to use the services and charge the full amount of subscription charges afterwards.

Apply promotional credits or charges at the end of the billing period depending on whether a specific threshold is reached. Select a set of invoice pre-processing rules to apply to the customer. You can click Show to open the corresponding invoice pre-processing rule set and see the details.

Use invoices on demand to charge the customer immediately for the service usage, equipment purchase, etc., without waiting for the current billing period to close. This way you save the customer's time and provoke early payments.

You can generate these invoices on demand:

• Initial invoice, which includes charges for the first billing period. You can generate this invoice for the customer 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 the 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 includes these steps:

• Invoice type, where you select which invoice to generate;
• Fees, where you review applicable fees and add new ones manually;
• Invoice review, which shows the invoice summary and where you define the payment terms and due date.
• Payment, which provides the payment options.

You can generate invoice previews. The system simulates the closure of a billing period for a specific customer, calculates all charges, and produces an invoice with a “Preview” watermark (so it can’t be mistaken for a real one) without affecting the customer’s balance or other data.

This feature is available via the Add-on Mart and requires subscription to the corresponding Add-on Mart module.

Define which statistics to deliver to the customer 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 only a brief summary of charges.
• Select Do not send to not deliver any statistical data to the customer.

This option is available only for Branch (Site) customers.

Turn on the toggle to include the charges produced for this customer onto the consolidated bill issued to the main office. To avoid discrepancies during tax calculation, disable the tax calculation for this customer and make sure their billing period is the same as that for the main office.

If you disable this option, PortaBilling generates an individual invoice for this customer.

Define whether to generate an invoice PDF file for this customer.

• Select As defined by the customer class to use 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 when PortaBilling completes calculations related to the previous billing period for all customers.
• Select On demand to generate a .pdf upon request.

Choose a template for generating regular invoices for this customer.

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

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

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

This is a read-only field that shows the configuration of the Separate invoice for the recurring fees option for the customer class level. If it's enabled, it means that PortaBilling will produce separate (out-of-turn) invoices that contain only subscription fees and taxes and automatically deduct this amount from the customer's credit card.

Define whether to deliver regular invoices to the customer 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 customer 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 the invoice numbering sequence for this customer.

• Select Default to use the invoice numbering sequence defined for the environment.
• Select Individual for environment to use the individual numbering sequence for the environment.
• Select Individual for customer to use the individual numbering sequence for this customer's invoices.

View or change the customer’s billing period. The billing period defines how often invoices are generated for this customer.

This is the date when the customer's current billing will be closed (and invoice generated). This field is read-only and is displayed in the customer’s billing time zone.

If you shift the billing date, this field will show the last actual billing date prior to the shift.

This is the customer's current billing period. You can change it to one of the following:

• Daily – covers a 24-hour period.
• Weekly – covers a 7-day period (Monday through Sunday). If you create the customer on Wednesday, the first billing period covers the period from Wednesday to Sunday. Further billing periods are from Monday to Sunday and so on.
• Semimonthly – covers a period from the 1st to the 15th or from the 16th to the last day of the month.
• Monthly – covers the period from the 1st of a month to the last day of that month.
• Monthly (anniversary) – covers the period from the Nth day of a month to the day before the Nth day of the following month. For example, if you create a customer on March 19th, their invoices will always cover the period from the 19th of the current month to the 18th of the following month.
• 30 days – every billing period is exactly 30 days, so if a customer is created on March 20th, their first invoice will cover the period from March 20th to April 18th, the second invoice will cover the period from April 19th to May 18th, and so on.

The new billing period takes effect after the current billing period ends.

After you change the billing period or time zone, the system displays the date when the new settings take effect. This date is shown in your own time zone.

View or change the time zone in which the customer’s billing period is closed and invoices are generated.

Select the checkbox to accumulate balance and bundle counter changes over a specific interval (by default, 5 seconds) before PortaBilling updates them in the database, reducing the frequency of updates. This option is useful only if you have customers generating high transaction volumes, like large call centers or IoT customers with tens of thousands of IoT SIM cards.

To change the default period (5 seconds), go to the Configuration web server interface, and set a new value for the Rating.PendingBalanceUpdateIntervalCustomer option.

Allow end users to transfer prepaid amounts of money among accounts. Only debit and/or credit accounts with individual credit limits can transfer and receive funds.

• As defined by the customer class – the option configured for the customer class is used.
• Allowed – accounts with sufficient available funds can transfer funds.
• Forbidden – accounts are not allowed to transfer available funds.

You can add a preferred payment method for the customer and configure automatic payments.

Automatic payment configuration is available with payment systems that do not require credit card security code verification (they either store the security code or use tokens to process payments). If the external payment system supports token-based payment processing, automatic payment options become available after the customer adds a payment method in the self-care portal.

To add a payment method, click + Payment method and enter the required details, such as the credit card number, expiration date, cardholder name, and billing phone number.

To view the payment method details, click Info .

To delete the payment method, click Delete .

This controls whether to charge a customer automatically when a billing period is closed and an invoice is generated. A customer inherits the setting you define on the customer class. Select one of the options to override the setting for this customer:

• Yes – the customer's credit card will be charged once the invoice is generated.
• No – the customer's credit card will not be charged automatically.

This automatically charges a customer's credit card whenever their balance crosses a specified threshold. Turn on the toggle to enable this option.

Specify the amount to charge automatically.

Specify the threshold amount to apply payments.

Here, you can define how to tax the customer for the provided services. To configure applying taxes to the customer, turn on the Taxation toggle.

Choose a taxation plug-in for calculating taxes.

Define the parameters for the Avalara plug-in.

Define the customer’s tax identification number.

Choose the type of customers to whom you provide the 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 customer location:

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

Define which additional taxes to calculate for the customer:

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

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

Choose which taxes the customer is exempt from.

Define parameters for the SureTax plug-in.

Define the customer’s tax identification number.

Select the checkbox 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.

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.

Specify the tax code provided by SureTax to assess per-line taxes.

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.

Choose the type of customers 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 customers granted a subsidy.
• Select Residential for customers who use the services for personal purposes.

Choose how to display taxes in the customer 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.

Click + Add exempts to choose which taxes the customer is exempt from.

Define parameters for the Fixed VAT Rate plug-in.

Define the customer’s tax identification number.

PortaBilling rounds the tax amount to the pre-defined number of digits applicable to the customer currency.

By default, the tax amount for fixed VAT Rate taxation plug-in rounds upward. For example, if the customer currency is USD which rounding precision is 0.01 (2 decimals), then 1.204, 1.205 and 1.206 all round up to 1.21.

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.

Define whether the customer is excused from taxes:

• Select Default to apply customer class settings.
• Select Yes if the customer is not required to pay this tax.
• Select No to apply a fixed VAT rate to this customer.

Type a certain percentage of value-added tax.

Choose whether to calculate taxes per service and include them on invoices. This option is applicable if your rates do not include taxes.

Define the parameters for the Custom taxation plug-in:

PortaBilling rounds the tax amount to the pre-defined number of digits applicable to the customer currency.

By default, the tax amount for custom taxation plug-in rounds upward. For example, if the customer currency is USD which rounding precision is 0.01 (2 decimals), then 1.2 04, 1.2 05 and 1.2 06 all round up to 1. 21.

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.

Choose which custom taxes to apply to this customer. Click + Add to create a new customized tax.

Define parameters for the GST (Malaysia) plug-in:

Define the customer’s tax identification number.

PortaBilling rounds the tax amount to the pre-defined number of digits applicable to the customer currency.

The GST (Malaysia) uses mathematical rounding on tax amounts.

For example, if the customer currency is USD which rounding precision is 0.01 (2 decimals), then 1.2 04 rounds to 1. 20, 1.2 05 and 1.2 06 round to 1. 21.

By default, the GST plug-in applies a 6% goods and services tax. If the customer has a relief certificate code which applies 0% tax for goods, type the code in this field.

Choose the customer's relief certificate expiration date.

Choose the goods that fall under the relief certificate with 0% tax.

Integration with Compliance Solutions, Inc. (CSI) is available via the Add-on Mart. See how to configure taxation via CSI for a customer here.

Define the customer’s tax identification number.

Select the checkbox to check tax processing via CSI for the test customer. With this mode enabled, CSI assesses taxes for the customer (these taxes will be included in invoices), but the info about taxes is not stored on the CSI’s side and is not included in tax reporting.

Select the checkbox 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.

Choose the type of customers for whom you provide the services.

• Select Commercial for business entities that use the services for business purposes.
• Select Residential for customers who use the services for personal purposes.

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 .

Specify the tax code provided by CSI to assess per-line taxes.

Choose the number of decimal digits to round the tax amount.

Click + Add exempts to choose which taxes the customer is exempt from.

Define parameters for the Generic VAT/GST plug-in:

Define the customer’s tax identification number.

Choose the number of decimal digits to round the tax amount.