User:Joseph.voip.ms/Sandbox
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This guide will lead you across the '''Finances''' section of your customer portal, to leanrn and understand the different options available there. | This guide will lead you across the '''Finances''' section of your customer portal, to leanrn and understand the different options available there. | ||
Revision as of 15:03, 30 May 2017
This guide will lead you across the Finances section of your customer portal, to leanrn and understand the different options available there.
Contents |
Account Balance
Here you see your current balance, below at Incoming DID charges are listed the upcoming monthly fee charges. As per the image below, you see:
- Tomorrow
- Next 3 Days
- Next 7 Days
In the sample you see that "Next 3 Days" and "Next 7 Days" shows the same amount, that doesn't means 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
Ad the name describes it, this section is to add funds into your acocunt. Adding funds is a simple procedure, you just need to click Finances --> Add Funds in the customer portal.
Make a payment with any of the available payment options such as Credit Card or Paypal, the minimum to add is $25 USD.
Contact VoIP.ms staff for the information needed to send a payment using Bank Wire if required.
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.)
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
If you need a receipt, this is the menu you need to use. To generate an invoice you need to select a date range and after that click on Get 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 the charges for calls (incoming and outgoing depending on the case). It will also show CNAM Lookup charges (which are made only if you enable "CNAM Lookup" in your DID number)
Canadian Invoice
The Canadian Invoice is similar to Transaction History since it only shows payment (This page doesn't shows Communication charges)
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 Canadian invoice also includes our Registration numbers and the details of the tax charges made. This is specially useful for Canadian Customers that need that specific information. This page doesn't shows Communication charges. This is specially useful for Canadian Customers that need that specific information.
DID Billing
Changing_DID_Billing_Plan
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.
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: That indicates if your DID is at per minute or flat rate plan and the montly /per minute fee.
3.- There the date when you ordered the DID and it's next billing date.
4.- By clicking on that icon you can switch between billing plans, this is doable once a month and some DID numbers (Like international or Toll Free numbers) are not availalble to change billing plan.
5.- The red X icon serves to delete the DID number from your account
