Table of Contents


PortaBilling initial configuration


General Configuration Tools

Rate import

Charging for value-added services

Creating a service with discount plans

Routing info – LCR blending

Overdraft protection configuration

Residential VoIP Services

Basic residential VoIP service

Using the service from a mobile application

Auto-provisioning of IP phones


How to…

DID Provisioning

On-demand DID provisioning (DIDWW)

Managing available phone numbers (DID inventory)

Configuring interoperability with DIDX

Incoming calls from PSTN

DID exchange among PortaSwitch® owners  

On-demand DID provisioning for reseller

DID provisioning for reseller (DID inventory)

On-demand DID provisioning from PortaSwitch® owners  

Billing by ANI (CLI)

How to

Cloud PBX and SIP Trunking Services

Cloud PBX services

Calls between SIP phones (on net calls)

SIP trunking for IP PBX capable of digest authentication  

SIP trunking for IP PBX incapable of digest authentication  

Configuring auto attendant functionality

Call queues

Additional authorization for toll calls

Corporate PINless dialing IVR

Personalized cloud PBX calling   

Billing for measured resource consumption   

How to…   

Unified Communications

Setting up and using UM services

Setting up and using conferencing services

Messaging Services

Instant messaging services

SMS services

LTE Provisioning  

LTE configuration

LTE service with content-based billing

LTE configuration with quota control in PCRF


How to


MVNO service provisioning  

Service provisioning with real-time user authorization and charging  

Setting Up Real-Time Billing For Roaming Services  

How to…  

Internet, WiFi, IPTV Provisioning

Broadband Internet access services

Prepaid WiFi services

IPTV services

Sharing an Internet quota among multiple devices  

Captive portal for WiFi hotspots   

Prepaid Services

Prepaid calling cards

Prepaid calling cards (using a gateway)

PINless dialing

Charging calls – rating formula method

OLI-based billing  


How to  

Resellers and Distributors

Configuring a reseller for prepaid services

Configuring a reseller for postpaid services

Configuring multi-level resellers

Configuring a distributor for prepaid services

Configuring a distributor for postpaid services

Callshop services

Wholesale Services

Setting up a wholesale traffic exchange

Wholesale termination via a gateway

Wholesale SMS delivery  

Configuration examples for Cisco gateways

Routing Configuration

Adaptive routing and quality of service

Routing override

Routing based on vendor point of presence location

Invoicing and Payments

Invoicing process illustrated

Credit card payments

Bitcoin payments

Configuring Stripe Payment Processor

Configuring taxation with Avalara

How to…   

Advanced Configuration

Call recording configuration

Fraud protection configuration

Creating a service with multiple off-peak periods

Multi-service wallet configuration  

Number porting through Neustar

Creating US inter/intra state rates

Acrobits cloud softphone setup

Special rate for local calls  

Creating marketing campaigns via Salesforce CRM  

Callback Services

Setting up callback services. General configuration

Setting up ANI callback services

Setting up Email callback services

Setting up WEB callback services

How to

Emergency Services

Setting up emergency services  

Setting up emergency services with Intrado   

Online Signup

Online web signup configuration

Performing online web signup

xDR Import

xDR import configuration  

Data transformation module for xDR import  

Virtual fields for xDR import  

How to

External System Provisioning 

ESPF configuration

Custom event handler configuration for data provisioning

Management and Monitoring

Configure backups with Archivist


PortaSwitch® troubleshooting

Tips and tricks. How to…