Taxation Method

• Select EZTax (US, Canada) to use the external taxation module from EZtax, Inc.
• Select SureTax (US, Canada) to use the corresponding external taxation module.
• Select Fixed VAT Rate to add a certain percentage of value-added tax to the charges.
•  Select Custom taxation to add a certain percentage of tax to the charges. This taxation method is similar to the Fixed VAT Rate but allows the application of some custom named taxes.
• Select GST (Malaysia) to use the PortaBilling® internal taxation plug-in that handles the Malaysian goods and services tax.

For more information about taxation methods please refer to the Processing Taxes section in the PortaBilling Administrator Guide .

Statistics

Generate Statistics

• On – Select this option to enable statistics calculations for all customers that belong to this customer class.
• Off – Select this option to disable statistics calculations for all customers that belong to this customer class.

Send statistics via email

This option is available only when statistics generation is enabled for the customer class (Statistics Generation is set to On).

It defines what kind of xDR statistics should be delivered to the customer by email:

• Full Statistics – Send a .csv file with a complete list of xDRs.
• Summary Only – Do not send a full list of xDRs, only a brief summary.
•  Do Not Send – This option prevents the delivery of event statistics to the customer via email.

For more details, see the Additional Info tab subsection of the Add / Edit Customer section in this guide.

These fields are only available if the AllowExternalBilling option is configured on the Configuration server

Postpaid customers are billed externally

Select this option to mark customers assigned with this customer class as being billed via an external system. Note that these customers’ billing period will be automatically closed, e.g. customer balance adjustments can no longer be made for the current billing period.

Reset balance every billing period

Select this option to automatically reset the customer balance to zero by applying the manual credit transaction at the end of the billing period.

Hide balance reset xDR from end-user

Select this option to hide the reset balance transaction from end users on their self-care interface.

Invoices

Generate Regular Invoices

Define whether to generate invoices for the customers that belong to this customer class:

• On – Select this option to enable the generation of invoices for all customers that belong to this customer class.
• Off – Select this option to disable the generation of invoices for all customers that belong to this customer class.

NOTE: If Statistics Generation is set to Off only the out-of-turn invoices will be available.

Separate Invoice for Recurring Fees

Prior to enabling this option, please refer to the Auto-charging for subscriptions section of PortaBilling Administrator Guide for details.

• On – Select this option to generate an additional invoice that will only cover subscription charges and taxes calculated for these recurring charges. This invoice is then automatically paid by the customer’s pre-authorized payment method.

• Off – Select this option to disable the generation of a separate invoice for recurring fees.

Note that this invoice can only be paid with a pre-authorized payment method; it cannot be paid manually via the web interface. Therefore, make sure that the Auto-charge invoice balance using the saved Payment Method option for the regular invoices of the customer class is also enabled.

Allow Out-of-Turn Invoices

Define whether to generate out-of-turn invoices for the customers that belong to this customer class:

• On – Select this option to enable the generation of out-of-turn invoices.

• Off – Select this option to disable the generation of out-of-turn invoices.

Generate Financial Documentation

This option is available only when the ShowFinancialDocumentsPage option is set to On on the Configuration server web interface.

It specifies whether to generate supplementary financial documentation that is applicable to customers from the Russian Federation.

For more information about this financial documentation, please refer to the Accounting Reports (RU) handbook of the Unified PortaSwitch Handbook Collection.  

• On – Select this option to generate supplementary financial documentation.

• Off – Select this option to disable supplementary financial documentation generation. 

Invoice rounding

This is a pattern that defines how rounding up an invoice total works.

This pattern takes the form of XXXXX.XX500, where X means that the digit in this position will not be removed and that the meaning of 0 and 5 depend on the selected option:

• Currency default – Select this option to use the pre-defined rounding pattern applicable to the customer class currency. For example, the pattern will be XXXXX.XX000 for USD and XXXXX.XXX00 for Dinar.

  In this case:

  • 0 means that the digit in this position will be removed and the digit in the previous position will always be rounded up (e.g. both 100.146 USD and 100.142 USD become 100.15 USD).

• Custom rounding – Select this option to specify your own rounding pattern. Use the Up or Down arrows to set the required value. 

  In this case:

  • 0 means that the digit in this position will be removed and the digit in the previous position will be:

    • Rounded down if the digit in position '0' is 0–4, (e.g. for pattern XXXXX.XX000, 100.142 becomes 100.14).

    • Rounded up if the digit in position '0' is 5–9 (100.148 becomes 100.15).

  • 5 means that:

    • If the digit in this position is 0–2, it will be removed and the digit in the previous position will be rounded down (e.g. for pattern XXXXX.XX500, 100.142 becomes 100.14).

    • If the digit in this position is 3–7, it will be set to 5 and the digit in the previous position will be kept as it is (100.144 becomes 100.145).

    • If the digit in this position is 8–9, it will be removed and become rounded up (100.148 becomes 100.15).

For example, XXXXX.XX000 means that 1.2345 becomes 1.24.

The digits in the places to the far left that are not covered by the pattern are not rounded. Thus, if you have an invoice amount of 7654321.2345, the 00000.00000 pattern changes to 7700000.00.

Other

Billing period is closed

Define whether a billing period should automatically be closed or only after an administrator’s approval.

• Automatically – Select this option to automatically close a billing period at the end of the billing cycle and immediately generate the customer’s invoice.
• Upon Administrator’s Approval – Select this option to close a billing period only after an administrator’s approval. Customer balance adjustments can be made during the time pending for an administrator to approve it. These adjustments will be included in the still-open billing period and on the customer’s current invoice.

• • but no later than … days after the period is over –  Type how many days PortaBilling® waits for the administrator’s approval before closing a billing period.

Suspend On Insufficient Funds For Subscriptions

This option allows you to suspend all customers that belong to this customer class when their balance or available funds are insufficient to cover subscription charges of subscriptions assigned to them directly.

• Yes – Customers who have insufficient available funds are automatically suspended. When they are suspended, they no longer receive the service and therefore no subscription charges are generated. As soon as funds become available, the service is resumed and new charges are generated.
• No – The subscription’s full amount will be charged regardless of the current balance status. It may happen that a customer’s balance exceeds the credit limit or the amount of available funds (in this case the negative value of available funds appears).

Permanently terminate the customer ... days after provisional termination

Type how many days after provisional termination passes until the customer’s account will be permanently terminated (if the administrator does not manually restore this customer within this period).

Subscriber-to-Subscriber transfers allowed

Select this check box to allow end users to transfer funds among accounts (only debit and / or credit accounts that have individual credit limits can transfer and receive funds).