Here you can add accounts for the customer either manually or using the Account generator. To add an account manually, fill in the account details and click Save. . To generate a batch of accounts, click Account generator and follow the wizard steps.
Account ID
An account ID is the primary identification of the user in PortaBilling®. Type an account ID here. Use alphanumeric string for an account ID, maximum of 64 characters. Note that the account ID format depends on the account role.
Account role
The account role defines the intended use of the account, whether it is a phone line, a top-up voucher, or an IPv4 address of an IP PBX.
PortaBilling® suggests you use the most suitable account role, depending on the customer business model. You can select another role from the list:
- Universal – You can use these accounts for any purpose. For an account ID, you can select a valid phone number, email address, IP address, MAC address, etc. This account role is used with each business model.
Phone Line
The phone line is intended for making and receiving calls. You can only select a valid phone number as an account ID (a DID number). This account role is used with Hosted IP PBX, SIP Trunking, Residential VoIP, and Universal business models.
Auto Attendant
Auto-attendant is intended for use with auto attendant. Auto-attendant functionality is enabled by default. You can only select a valid phone number as an account ID (a DID number). This account role is used with Hosted IP PBX and Residential VoIP business models.
Product
A product is the combination of services you provide to users for a price. Select the product this account will use.
Activation date
Specify when this account becomes usable. By default, the account is activated today, in the billing time zone of the customer. This means that if your time zone is Sydney and you create an account for the customer from New York and specify the account activation as today, the account is activated only when this day comes in New York.
Service password
Together with the account ID, this password will be used to authenticate registrations and call attempts from this account on the SIP server. It is very important to assign a secure (difficult to guess) password to prevent fraudulent activities with this account. Click to generate a secure password. Click to hide or show the password.
Account type
Select the type of account: debit or credit. The debit is usually associated with prepaid cards and has its own balance. Credit is an account that will be invoiced for incurred costs.
Opening balance
The amount of money the debit account has for the service user.
Balance control
This regulates whether the credit account has an individual balance and the credit limit or uses that of the customer.
Select one of the balance control types:
- Subordinate – No individual account balance and credit limit. A customer makes a unified payment for all accounts and controls the credit limit at the customer level.
- Individual credit limit – The account has an individual account balance and credit limit. When the balance reaches the limit, services are not available for this account. The customer's balance also affects service availability.
Credit limit
This option appears if you selected the Individual credit limit balance control type. Specify the credit limit for this account. If you leave the field blank, the customer's credit limit applies.
Create a SIP Account or Hosted Extension
To create a SIP account or Hosted extension you need to create an account ID to process the calls. Below you will find the steps on creating an account ID.
Select the customer you wish to create the account under for;
Go to accounts and select Create
Type in the new account ID details and select the product, type needs to be selected as credit and generate a new service password. Click Save.
