Finances - Wiki

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This guide will lead you across the Finances section of your customer portal, to learn and understand the different options available there.


Account Balance

Here you can see your current balance, below Incoming DID charges are listed the upcoming monthly fee charges. As per the image below, you see:

  • Tomorrow
  • Next 3 Days
  • Next 7 Days
Account balance

In the sample you see that "Next 3 Days" and "Next 7 Days" shows the same amount, that doesn't mean it will be charged twice, it means that in the next 3 days that amount will be charged, but that is also included in the next 7 days. In other scenarios the amount can be different between them.

Add Funds

As the name describes it, this section is to add funds into your account. Adding funds is a simple procedure. You just need to click Finances --> Add Funds in the customer portal.

Add Funds

Make a payment with any of the available payment options such as Credit Card or PayPal, the minimum to add is $15 USD.

Contact staff for the information needed to send a payment using Bank Wire if required.

Automatic Billing

Automatic Billing feature allows you to store and use your credit card billing information. This way, the system can add funds automatically to your account when your balance reaches your pre-defined threshold.
For security reasons, the system can only auto-charge your credit card once per day. If your account balance reaches your low balance threshold twice within the same day, a new charge attempt will not go through and the system will send a notification email. A new charge attempt will be done the next day at 00:01 a.m. EST.
If the auto charge gets declined by the bank, a notification email will be sent and a new attempt will be done the next day at 00:01 a.m. EST.

The Automatic Billing feature can be found within the customer portal in the Finances menu.


After entering your credit card billing information, you will have access to the options to define your low balance threshold and the amount to auto-charge from your credit card. Save your settings with the "Update Settings" button on the right side.
Use the green slider button on top to quickly disable this feature without having to delete your stored information so you can use it at a later time.


Transaction History

In this section you can see the transactions of your account, unlike the CDR, it is not limited to 90 days. This menu shows only deposits, monthly DID's charges, VFax and E911, it does not show "Communication charges" (incoming and outgoing charges.)

Transaction History

To use it:
1) Select the "From" date
2) Specifically pick the date, if you need, you can also change the "To" date
3) Click the "Show" button to generate the report.

Generate Invoice

Since doesn't provide monthly bills. If you need one, this is the option you need to use. To generate an invoice you need to select a date range and, after that, click on Get Invoice

Generate Invoice

To use it:
1) Select the "From" date
2) Specifically pick the date, if you need, you can also change the "To" date
3) Click the "Show" button to generate the report.

The difference with this one is that it will show "Communication Charges" which are the charges for calls (incoming and outgoing depending on the case). It will also show CNAM Queries charges (which are made only if you enable "CNAM Lookup" in your DID number)


Canadian Invoice

The Canadian Invoice will only show deposits made to the account for the purpose of taxes accounting. (This page doesn't show Communication or monthly charges)

Generate Canadian Invoice

To use it:
1) Select the "From" date
2) Specifically pick the date, if you need, you can also change the "To" date
3) Click the "Show" button to generate the report.

Canadian Invoice

The Canadian invoice also includes the Tax registration numbers and the details of the tax charges made. This is especially useful for Canadian Customers that need that specific information. This page doesn't show other charges.

DID Billing

This section provides you information about your DID's billing plan, rates, Next billing's date, change DID's billing plan and delete DID's from your account.

DID Billing

1.- DID's Rate center and number: Basic information of your DIDs, also shows the DID's note (if you set it) placing the mouse over the " i " icon.
2.- DID's billing information: Indicates if your DID is based on per minute or flat-rate plan and the monthly /per minute fee.
3.- The date when you ordered the DID and its next billing date.
4.- By clicking on that icon you can switch between billing plans, this can be done once a month and some DID numbers (Like international or Toll Free numbers) are not available to change billing plan.
5.- The red X icon serves to delete the DID number from your account

Taxes in Canada being registered for the PST tax in every province, as of April 1st 2022, and in order to comply with the respective tax authorities in British Columbia, Manitoba & Saskatchewan, is required to collect customer tax IDs to identify business-to-business (B2B) exemptions and accurately bill its customers in the previously mentioned province. This also means that for customers in these provinces, the respective tax will show on their invoice(s).

What do you need to do?

If you are a residential or business, you do not need to do anything. If you are not the end-user of services, you can consider that you are reselling services (directly or indirectly), and thus you are eligible for a tax exemption.

In order to avoid being taxed on your next deposit(s),Canadian law requires to collect and assure that we have the information on your Tax ID number. To do so, please enter it in the portal under Main Menu > Contact Information > Provincial Tax ID. This field will only be available if you have the proper province set in your account.

Please note that if you are based in British Columbia and do not have a Tax ID number, you could also get a tax exemption by providing us with a valid exemption form. To do so, please make sure to send us the form to [email protected].

Please make sure to consult our Terms of Service for all the conditions.

For tax-specific questions, we highly suggest you consult with your tax advisor.

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