Advanced VoIP Billing System

Transcription

1 Advanced VoIP Billing System User Guide Release Date May 2, 2008 Software Version 7.2 Software Release 3.0 Document Advanced VoIP (Pvt.) Limited. All Rights Reserved.

2 Proprietary Notice 2008 Advanced VoIP (Pvt.) Limited. All rights reserved. All other product names and trade names used herein are trademarks of their respective owners. Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying or recording, for any purpose without the express written permission of Advanced VoIP (Pvt.) Limited. Advanced VoIP Billing System i

3 Welcome! This document provides information and describes the features of the Advanced VoIP Billing System. This document should be used as a general guide, only. Who Should Use this Guide? User guide topics support those users who are designated as Advanced VoIP Billing System administrators and supervisors and want to use this guide based on the business rules of their organization. About this Guide The Advanced VoIP Billing System User Guide is organized as follows: Chapter 1 User Manager provides detailed information regarding customers, vendors, billing administrators and agents. Chapter 2 Billing Presets provides information related to billing. Chapter 3 Reports provides information about reports related to the system. Chapter 4 System Settings provides details related to system settings. Chapter 5 Customer Interface provides details related to customer interface settings. Chapter 6 Help Desk provides details related to Help Desk. Symbols Used in this Guide Look for the following symbols as you read through this guide, for further assistance: Symbol Description Note Calls your attention to additional information. Tip Calls your attention to a useful tip. Warning Calls your attention to an important warning. Advanced VoIP Billing System ii

4 Contact Us Feel free to contact us for customer support, consultancy, implementation, sales, training and user education purposes. Our contact information is as follows: Head Office 8721 Santa Monica Boulevard, 252 Los Angeles CA, USA Sales Department Tel: Fax: E mail: sales@advancedvoip.com URL: Advanced VoIP Billing System iii

5 Contents Proprietary Notice i Welcome! ii Who Should Use this Guide? ii About this Guide ii Symbols Used in this Guide ii Contact Us iii Contents vii User Manager 1 Customers 1 General 2 New Customers 2 Search Customers 7 Delete Customers 8 Payments 12 Receive 12 Search 14 Capture 15 Credit & Debit 16 Credit Limit 16 Debit Charges 17 Free Bonus 20 Radius Profile 22 Lock/Unlock 22 Radius Profile 24 Editing Admin 27 Customer Info 27 Credit Limit 29 Credit Card Info [Enterprise Edition] 30 Invoices 31 New Invoice 32 View Invoice 35 Invoices Reports 35 Due Invoices 38 Technical Admin 39 Change PIN 39

6 Billing Password 40 Active Calls 41 Add/Edit CLI [Enterprise Edition] 42 Check Internet Password [Enterprise Edition] 42 Customer Bill Detail 43 Customer Invoices 44 Add/Edit Calling ID 45 Add/Edit Gateways 46 Internal Numbers 47 View Radius Logs 48 Vendors [Enterprise Edition] 49 General 49 New Vendor 49 Search 52 Delete Vendor 53 Vendor Info 54 Vendor Reports 56 Vendor Rates 59 Add 60 List 64 Import 65 Export 66 Billing Admins 67 Billing Admin 67 Add 67 Edit Admin Info 71 Admin Password 73 List 73 Admin Payments 74 Add Payment 75 Bounce Payment 77 Edit Payment 78 View Payment 78 Payment Reports 79 Agents [Enterprise Edition] 81 Billing Agent 81 Add 81 Edit 83 Agent Password 86 List 87 Agent Payments 87 Add Payment 87 Bounce Payment 90 Edit Payment 91 View Payment 94 Payment Reports 94

7 Agent Reports 96 Accounts Reports 96 Card Reports 98 Sales Reports (Agents) 99 Gateway Reports 102 Usage Reports 105 Search Usage 107 Billing Presets 110 Plan/Package 110 Plan 111 Add 111 Plans List 117 Access Permissions 119 Billing Scheme 120 Free Minutes 121 Call Origin 122 Add 123 Edit 124 Delete 125 List 125 Destination Rates 126 Add 126 Add New Destination Rate Plan form (Adding Destinations Rates) 132 Edit 132 Delete 134 List 134 Import 136 Export 138 Holiday 139 Add Holidays Group 139 Holiday Group List 140 Charge Head 141 Add 141 Edit 142 Delete 144 List 144 Services 145 Add 145 Edit 146 Delete 147 List 148 Progressive Rates [Enterprise Edition] 148 Add Slots 148 Edit Slots 149 Delete Slots 150

8 List Slots 150 Hourly Rate [Enterprise Edition] 151 Add 151 Edit 152 Delete 153 List 153 Traffic Rate [Enterprise Edition] 154 Add Traffic Rate 154 Edit Traffic Rate 154 Delete Traffic Rate 155 List 155 Prepaid Cards 156 General 156 Generate Cards 156 Sell Cards 159 Edit Batch 162 Search Cards 163 Delete Cards 164 De activate Cards 166 Card Reports 167 Card Payments 174 Add Payment 174 Bounce Payment 175 Edit Payment 176 View Payment 177 Multi Services [Enterprise Edition] 178 Services 178 Add Services 178 List Services 181 Reports 182 Reports 182 General 182 Account Reports 182 Card Reports 184 Editing Reports 184 Execute Query 185 Sales Reports 186 CDRs Query 189 Usage Reports 191 Vendor Reports 193 Gateways Reports 193 Search Usage 196 Agents Summary 198 Balance Sheet 198 Profit Loss Report 199

9 Agent Reports 201 Data Reports [Enterprise Edition] 201 Accounts Reports 201 Usage Reports 203 Multiservice Reports 204 Usage Reports 204 System Settings 207 System Conf 207 (SMTP) Server Configuration [Enterprise Edition]207 Prepaid Cards 208 Other Conf 209 Customer Pages Menu 211 Customer Pages Display 212 Admin Pages Display 214 s [Enterprise Edition] 215 Alerts Configuration 215 New 216 Edit 217 Payment Gateway [Enterprise Edition] 217 Add Gateway 218 Edit Gateways 221 Set Accounts 222 Home Gateways 223 Add 223 List 224 Editing Reason 224 Add 224 List 225 Location [Enterprise Edition] 225 Add 226 List 227 Payment Mode 228 Add 228 List 228 Security 230 General 230 Change Password 230 Billing Role 231 Add 231 Edit 232 List 233 IP Address 233 Add 233 Edit 234 List 235

10 DID Management 235 General 235 Soft Switch Configuration 235 Add Routing Policy 236 Routing Policy List 238 Add DIDs in System 238 Add 238 List 240 Assign DID Number 241 Assign DID number 241 Assigned DID Number List 242 Countries 243 Add Country 243 List Country 243 Cities 243 Add City 243 List City 245 Customer Interface 246 Architecture of Advanced VoIP Billing System 246 Interface 246 Graphical Look and Feel 246 Languages 247 Customer Pages 249 Calling IDs 251 Add Credit Cards 251 Edit Credit Card 253 Delete Credit Cards 253 List Credit Cards 254 Bill Detail 254 Invoices 255 Change PIN Code 255 Complaints 256 Change Password 257 Charge P Cards 258 Get New Login 259 Add Fund 260 Vendor Pages 261 Change Password 263 Vendor Reports 263 Online Registration 264 Help Desk 268 Customer Care 268 General 268 Problems 271

11 Solutions 273 Customer Tickets 274 Tickets 274 Ticket Reports 275 Feedback 276 Help 278

12 User Manual Chapter 1 User Manager Chapter 1 User Manager This chapter includes Customers Vendors Billing Admins Agents This chapter deals with information regarding customers, vendors, billing administrators and agents. Vendors and Agents menu options are available only in the enterprise version of AVB. Customers and Billing Admins menu options are available in both the enterprise and standard version of AVB. Customers This section is used by VoIP service providers to manage their customers. Administrator can add/register new customers, search for existing customers on the basis of account number, delete existing customers by specifying date criteria, receive payments, edit credit limits, assign free bonuses, lock/unlock customers and generate invoices. Customers section has a flexible self descriptive wizard based interface that allows administrators to maintain their customer information in a well organized form. Advanced VoIP Billing System can manage two types of Customers: Wholesale Retail In wholesale, a customer handles more than one call sessions at a time and is known as a wholesale customer. This category usually includes call shops and IP carrier sending IP traffic. Such customers are normally equipped with a voice gateway or gatekeeper and use gateway/gatekeepers for termination. Buyers/call shops that originate calls and call terminators come under this category of customers. In retail, a customer handles only one call session at a time and is known as retail customer. Prepaidcalling card, ANI accounts and pc 2 phone users are retail customers. A retail account holder may have multiple sessions allowed. For example, to allow 10 simultaneous sessions using same PIN number, you can define a limit of 10 for a retail account holder. Advanced VoIP Billing System 1

13 User Manual Chapter 1 User Manager General Before registering a customer, please make sure of the following factors: 1. A default billing plan exists in the billing system. However, if you want to bill the customer on the basis of a new billing plan, go to the Billing Presets > Plan/Package > Plan > Add section to add new plan. 2. If you want to add a tax amount in the calls bill charged from the customer, specify the tax amount in the Default Tax Rate field of the System Settings > System Conf > Other Conf section. 3. If you want to send any (welcome and/or low credit ) to your customer, go to the System Settings > System Conf > s > New section to add the . This section deals with adding, searching for and deleting customers. New Customers You can register new wholesale/retail customers, in four steps as follows: 2 Select User Manager > Customers > General > New Customers. It shows the following screen: 3 As required, enter the following personal information for Step 1 of 5: CUSTOMER TYPE It identifies type of customer. Either: [Retail] set to retail. [Wholesale] set to wholesale. Retail customers are locked and become inactive when their corresponding balance goes to negative or exceeds credit limit (if defined). Pre paid/post paid customers using ANI/PIN should be registered as retail. Customers/carriers that send traffic on IP leg and their identification is based on IP address/techprefix, should be registered as wholesale. To register a customer as post paid, you need to specify a credit limit. User is locked when his/her credit limit + payment amount reaches zero. Advanced VoIP Billing System 2

14 User Manual Chapter 1 User Manager CUSTOMER ACCOUNT TYPE You can identify cutomer type as Individual An independent customer, Parent/Corporate A customer having one or more than one sub accounts or Child A customer having one parent account as required. This field is related to corporate account setup, where multiple accounts are billed under a single corporate account. In corporate accounts, we have a master/parent account, which can have multiple child accounts. Locking of a parent account locks all children accounts and unlock opens all children accounts. Although the balance is maintained under the parent account only, usage of each child account can still be seen. The members with a child account are assigned two account numbers i.e. 1. The account number that is assigned at the completion of registration, and 2. The account number of parent account, which is used to charge the call bills. The parent account is assigned only one account number i.e. the account number that is assigned at the completion of registration. AUTHENTICATION CRITERIA Following is the authentication criteria in AVB: [PIN Based] Indicates customer as PIN based. Enter PIN number in the PIN field. [ANI Based] Identifies the calling number of the originating customer [IP Based] Identifies the ID/IP or the MAC address of the originating carrier s gateway. If your customer has multiple IP addresses or his/her IP address is constantly changing, it is better to register the customer with a technical prefix only. Filling atleast 1 field out of 12 is compulsory. Select next to proceed to step 2 Advanced VoIP Billing System 3

15 User Manual Chapter 1 User Manager 4 As required, enter the following personal information for Step 2 of 4: SELECT BILLING PLAN This field allows you to identify your billing plan for you are adding a new customer CREDIT LIMIT (USD) Identifies the limit of balance against which a customer makes calls after corresponding amount reaches 0 (zero). This field value is used to define the prepaid and postpaid customers. For a prepaid customer, this field value is set to zero while for a postpaid customer, any value greater than zero is specified. For example, if you set the credit limit to 10 USD and the current balance is 0 USD for a customer, then the customer can make calls till his/her balance reaches 10 USD. In case of a corporate account, specify the credit limit only while registering a customer having a parent account. TAX 1 PERCENTAGE (%) [ENTERPRISE EDITION] Specifies percentage of the actual amount to be charged as tax amount. TAX 2 PERCENTAGE (%) [ENTERPRISE EDITION] Specifies percentage of the actual amount to be charged as tax amount. AUTO GENERATE PIN Specifies sending an auto generated PIN through an . Advanced VoIP Billing System 4

16 User Manual Chapter 1 User Manager Select next to proceed to step 3 5 As required, enter the following personal information for Step 3 of 4: CUSTOMER ID Specify customer ID in this field CUSTOMER NAME Specify customer name in this field BILLING PASSWORD Identifies the billing password to be manually assigned to the customer. User has to fill this field This is if the customer prefers to give his/her own password instead of receiving the auto generated password through an . CONFIRM BILLING PASSWORD Specifies re entering the password for confirmation. Billing password can be a combination of any alphanumeric characters of length less than equal to 15. It is used by customers to see their online billing information. It can also be used to authenticate users where authentication scheme is in the username/password format. The billing password may be entered by the Administrator, or it can be autogenerated. If it is set to be auto generated, then customerʹs address is required to send the auto generated password to customer by . CUSTOMER Identifies customer address. SEND ALERTS TO THIS CUSTOMER? [ENTERPRISE EDITION] Identifies whether to send welcome and/or low credit alerts to your customer. Either: [Yes] set to yes. [No] set to no. To learn how to add a new , please go to the System Settings > System Conf > s > New section. Make sure that the required alerts options are set to On in the System Settings > System Conf > s > Alerts section. Advanced VoIP Billing System 5

17 User Manual Chapter 1 User Manager CONTACT INFORMATION Specify your contact information in this field such as your address, your name etc. Selecting Next opens a confirmation screen for customer registration as shown below: 6 Click Register Customer to confirm information and proceed to Step 4 of 4. The Account Number and/or the Customer ID is/are used to retrieve the billing information of the customer. 7 Click Receive Payment to display Receive Payment form. Receive Payment has been explained in User Manager > Customers > Payments > Receive Payments section. For explanation of Search and Capture options access User Manager>Customers>Payments section in the manual. Advanced VoIP Billing System 6

18 User Manual Chapter 1 User Manager Search Customers In this section you can perform quick and easy search for a customer s information by a defined search criteria. Search criteria include: Account number Customer ID Telephone Number Dialing PIN Name Calling ID Gateway IP 1 Ensure Main Menu is loaded 2 Select User Manager > Customers > General > Search Customers. Displays Search Customer form. 3 As required, enter the following information: ACCOUNT NO This is an integer value that is assigned to a customer when a vendor/customer is registered for the first time in the billing system. CUSTOMER ID This is the ID of the vendor/customer when a customer is registered for the first time in the billing system. TELEPHONE The phone number of a customer. DIALING PIN The dialing PIN of a customer. NAME The name of the customer as entered in the billing system at registration. address of the customer as entered in the billing system at registration. CALLING ID The calling ID as entered in the billing system for this customer. GATEWAY IP The gateway IP as entered in the billing system for this customer. You can select any one field, a combination of fields or all fields as criteria for a search. However, you cannot leave all fields blank. It is mandatory to enter at least one value. The Advanced VoIP Billing System 7

19 User Manual Chapter 1 User Manager exact field is matched only for the field Account Number, whereas, for all other fields the information is searched with like operator i.e. any part of the actual data matching the search data is displayed. 4 Click Search Customer. Search results display. 5 Click Search Again in order to carry out further searches. In the screen shot, a search criterion is customer name starting with alphabet A. If no match is found you will get a No Match Found message. Similarly all other fields are searched based on same rule except for the Account No field (for which exact match is searched). Each name is displayed as an active link and the respective detailed information can be accessed by clicking any link. Delete Customers This section is used to delete the registered customers and sold prepaid cards. 2 Select User Manager > Customers > General > Delete Customers. You can delete either the entire series of customers or individual customer at a time as per your requirements. Delete Customers form displays (in case of series of customer deletion) Selecting Next will confirm the range of customers to be deleted and finally delete the entire specified series/batch of customers. Delete Customers form displays (in case of individual customer deletion) Advanced VoIP Billing System 8

20 User Manual Chapter 1 User Manager 3 As required, enter or select the following information: You can display the list of customers to be deleted by selecting no options and clicking Next. ACCOUNT CREATION DATE [FROM] Identifies the starting date of the date range of customer registration. ACCOUNT CREATION [TO] Identifies the ending date of the date range of customer registration. Date is in the format of YYYY MM DD HH24:MI. On the other hand, if the customer s registration date is not required in the customer deletion process, then leave the default date i.e PLAN List of plans available for selection. The All option is to select the customers to be deleted against all the billing plans. CUSTOMER TYPE Identifies the type of customer. Either: [Card Customers] set to prepaid card customers. [Non Card Customers] set to non prepaid card customers to be deleted. ACCOUNT STATUS Identifies the status of the account. Either: [Active Customers] set to active customers. [Locked Customers] set to locked customers. Locked Users are those users whose credit limit + paymentamount reaches zero. CREATED BY Identifies the billing administrator. The All option is to select the customers to be deleted against all the billing administrators. ACCOUNT NUMBER Specifies the range of account numbers; starting account number in the From field and the ending account number in the To field. From is the upper limit for the account range and To is the lower limit of the range. CURRENT BALANCE + CREDIT LIMIT Specifies the range of current balance plus credit limit; starting sum in the From field and the ending sum of current balance plus credit limit in the To field. NO PAYMENT/USAGE AFTER Identifies date after which customers have no call usage or due payments. If you do not want to implement this check, select the default date Date Format is YYYY MM DD HH24:MI. Advanced VoIP Billing System 9

21 User Manual Chapter 1 User Manager 4 Click Next. Review customer information for deletion. 5 Uncheck record(s) not to be deleted. All available records are automatically checked for deletion. Uncheck record(s) are not deleted. On deleting customers, Accounts and Usage reports are disturbed. It is recommended to generate and save your Accounts and Usage reports before deleting customers. A history of deleted customers is stored in the billing system. To view the deleted customers data, go to the Reports > Reports > General > Accounts Reports, select Deleted Accounts report, specify criteria (billing plan/admin/account type/customers type/ Account Number/ Current Balance plus Credit Limit) and click Get Report. A summary of deleted reports is displayed without any usage details as usage details are permanently lost once customer is deleted. 6 Click Delete. Confirms deletion process. 7 As appropriate, perform one of the following functions: Click OK to continue deletion process. Advanced VoIP Billing System 10

22 User Manual Chapter 1 User Manager Or Click Cancel to cancel deletion process. A list of 500 customers can be displayed at a time. Uncheck customers not to be deleted. 8 Click Delete. Customer(s) is/are deleted. Advanced VoIP Billing System 11

23 User Manual Chapter 1 User Manager Payments Payments section is used by the billing administrator to receive payments against a particular account on the basis of customer ID or account number. You need to define attributes such as account number, amount to be charged, payment mode, bank and credit card info, etc. If a customer gets blocked due to negative balance then you can unlock by receiving payments against him/her. This section is further divided into two subsections: Receive Payment Search Receipt Receive This subsection is used to generate payment receipts for the customer (both prepaid and postpaid). Payment receipts are generated for a customer on the basis of his/her customer ID or account number. 2 Select User Manager > Customers > Payments > Receive. Receive Payment form displays. 3 As required, enter or select the following information: RECEIPT REF # Auto generated number used to uniquely identify each payment receipt of the customer. It is only for the companyʹs internal processing. The receipt reference number can also be edited, however, ensure unique value is entered. PAYMENT FOR USER Identifies the customer for the required payment receipt on the basis of account number or Customer ID. On selection, enter value in the relevant text box. Advanced VoIP Billing System 12

24 User Manual Chapter 1 User Manager PAYMENT AMOUNT Amount to be billed to the customer. The specified value is dependent on the type of option selected for the Default Amount field in the customers billing plan i.e. If the Default Amount of the customers billing plan is selected as Open, then amount to be received from the customer can be greater than zero. If the Default Amount of the customers billing plan is selected as Fix, then the same amount is entered to be received from the customer as that specified in the billing plan. If the Default Amount of the billing plan is selected as Greater, then the amount equal to or greater than the amount mentioned in the billing plan can be entered to be received from the customer. DISCOUNT Identifies the discount to be given to the customer. SELECT PAYMENT MODE Identifies the mode of payment for the customer. To view the billing plan of the customer, go to the Billing Presets > Plan/Package > Plan > List section. CHANGE BILLING PLAN OF USER Identifies changing the billing plan of the customer. Selecting this displays the field Select Billing Plan. SELECT BILLING PLAN List of billing plans available for selection. SELECT LOCATION List of locations available for selection. REMARKS Identifies remarks relevant to the customer and associated information. PLAN STARTING DATE/TIME Starting date and time for the corresponding plan. Advanced VoIP Billing System 13

25 User Manual Chapter 1 User Manager 4 Click Next. Payment information confirmation page displays. 5 Review the payment information for the customer. 6 As appropriate, perform one of the following procedures: Click Back to display the previous page. Or Click Receive Payment to display the payment receipt. Search Company Information on payment receipt can be changed by editing the parameters in Billing installation dir/conf/advancedvoip.conf file. This subsection is used to search for receipt information of the customer. 2 Select User Manager > Customers > Payments > Search. Displays Search Receipt form. Advanced VoIP Billing System 14

26 User Manual Chapter 1 User Manager 3 As required, enter or select the following information: RECEIPT ID Identification code of the receipt. ACCOUNT NO Identifies the account number. RECEIPT REF NO Identifies the receipt reference number. CHEQUE NO/C CARD NO Identifies cheque number or credit card number. BANK/C CARD Identifies the name of the bank or the credit card. MODE OF PAYMENT Identifies the mode of the payment. FROM Identifies the starting date and time range. TO Identifies the ending date and time range. 4 Click Search Receipts. Displays the Receipt Search Result. Capture This section discusses how to capture online Credit Card Payments made by the customer. As the customer makes the payment, payment record is simply stored in the system and not accepted as actual payment from the customer. Payment is properly verified by the administrator later on and then accepted by the system. To accept/capture or Deny payment(s) this interface is used.. The procedure for this section is as follows: 2 Select User Manager > Customers > Payments > Capture. Uncaptured Payments List form displays. Advanced VoIP Billing System 15

27 User Manual Chapter 1 User Manager 3 Review the Payments information. 4 As appropriate, perform one of the following options: Click Capture to capture payment. Appropriate message displays. Or Click Decline. Confirmatory message displays. 5 As appropriate, perform one of the following functions: Click OK to Proceed. Or Click Cancel to cancel the procedure. Credit & Debit This section specifies information to adjust the credit limit (allocation of amount to customers for using VoIP services) and debit limit (adjustment of amount in case extra amount is dispensed). You can assign free bonuses as well. This section has three sub sections: Credit Limit Debit Charges Free Bonus Credit Limit This sub section comprises details to edit the credit limit of the customers. 2 Select User Manager > Customers > Credit & Debit > Credit Limit. Edit Credit Limit form displays. 3 As required, enter the following information: CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the account number. Advanced VoIP Billing System 16

28 User Manual Chapter 1 User Manager Entering data in atleast one of the fields is necessary. 4 Click Next. Displays Edit Credit Limit form. 5 As required, review, enter or select the following information: ACCOUNT NO. Displays account number. CUSTOMER ID Displays customer identification code. OLD CREDIT LIMIT Displays the previous credit limit. NEW CREDIT LIMIT Identifies the new credit limit. REASON Reason for changing the credit limit of the customer available for selection. The reasons are predefined in the Billing System.For definition of editing reasons select System Conf > Editing Reason > Add section. The list of editing credit limits reasons for different customers can be viewed in the Reports > Editing Reports > Credit Limit Editing Report section. REMARKS Any remarks regarding editing the credit limit of the customer. 6 Click Save Changes. Credit limit is updated and corresponding message is displayed. Debit Charges Debit charges are used to deduct amount from customer s current balance. These debit charges are defined in the form of Charge Heads in the Billing Presets > Plan/Package > Charge Head > Add section. Charge heads are meant for adjusting entries. For instance, if a billing administrator mistakenly assigns $100 credit to a customer who is to be assigned $50 then you can define Charge Heads to debit $50 from that particular account. Pre requisite of applying debit charges is to define charge heads using the Billing Presets > Plan/Package > Charge Head > Add section. Advanced VoIP Billing System 17

29 User Manual Chapter 1 User Manager 2 Select User Manager > Customers > Credit & Debit > Debit Charges. Debit Charges form displays. 3 As required, enter or select the following information: CUSTOMER ID Identification code of customer. This is used for identification of customer account on the basis of customer ID. Enter value in the text box. ACCOUNT NUMBER Account number of customer. This is used for identification of customer account on the basis of account number. Enter value in the text box. SELECT LOCATION Location from where the current balance of the customer is to be debited. To add a new location, go to System Settings > System Conf > Location > Add section. CHARGE HEADS Charge Heads are additional charges that a customer needs to pay in a defined period of time. Charge Head names are entered and can be altered by the Administrator. 4 As appropriate, enter the relevant charge heads information in the relevant text box. 5 As appropriate, perform one of the following procedures: Click Reset Form to reset information. Or Click Debit Charges to display debited charge details. Advanced VoIP Billing System 18

30 User Manual Chapter 1 User Manager 6 Review the information. 7 As required, click Customer Info to display customer information. 8 Review the customer information. 9 As required, click the following: CHANGE PIN Displays Change Customer s PIN form. CHANGE PASSWORD Displays Change Billing Password form. EDIT CUSTOMER INFO Displays Edit Customer Info form. LOCK/UNLOCK Displays Lock/Unlock Customer form. EDIT CREDIT LIMIT Displays Edit Credit Limit form. DEBIT CHARGES Displays Debit Charges form. FREE BONUS Displays Free Bonus form. RECEIVE PAYMENT Displays Receive Payment form. INVOICES Displays Customers Invoices Detail form. BILL DETAILS Displays Customer Bill Detail form. CALLING IDS Displays Calling IDs form. Advanced VoIP Billing System 19

31 User Manual Chapter 1 User Manager GATEWAYS Displays Add/Edit Gateway IDs form. INTERNAL NUMBERS Displays Internal Numbers List form. SHOW CUSTOMER INFO Displays Customer Information form. Free Bonus Free bonus is assigned to the customers to increase their current balance. Customer may be given free bonus under different circumstances. For example, to compensate any invalid session of a customer, a free bonus equal to that sessionʹs amount can be assigned to the customer. 2 Select User Manager > Customers > Credit & Debit > Free Bonus. Free Bonus form displays. 3 As required, enter or select the following information: BONUS REF. # An auto generated reference number of the bonus receipt used to provide bonus to the customer. It is only for the companyʹs internal processing. The bonus reference number can be edited; however, it should be a unique value. CUSTOMER ID Identification of customer on the basis of customer ID. Enter value in the text box. ACCOUNT NUMBER Identification of customer on the basis of account number. Enter value in the text box. AMOUNT Amount to be added as free bonus to the current balance of the customer. SELECT LOCATION Location of the outlet that will provide free bonus to the customer. To add a new location, go to the System Settings > System Conf > Location > Add section. REMARKS Any remarks regarding the free bonus. For example, incase the amount deducted from a customer s current balance is more than required, the administrator or sales person/reseller can enter the extra amount charged as free bonus in the customer s account. Advanced VoIP Billing System 20

32 User Manual Chapter 1 User Manager 4 As appropriate, perform one of the following functions: Click Reset Form to reset the form. Or Click Next to proceed. Displays free bonus confirmation form. 5 Review and confirm bonus information. 6 As appropriate, perform one of the following procedures: Click Back to display the previous page. Or Click Free Bonus to display Payment Receipt. Advanced VoIP Billing System 21

33 User Manual Chapter 1 User Manager Radius Profile It only works with Advanced Radius Server. It is used to: Lock/Unlock customer RADIUS Profile Lock/Unlock Customers can be locked or unlocked by the billing administrator. By default, customer status is unlocked. Whenever the current balance plus credit limit is less than or equal to 0, the customer is locked. A locked customer can later be activated, either by increasing credit limit (from the Credit & Debit > Credit Limit section) or giving free bonus (from the Credit & Debit > Free Bonus section) or by Payments > Receive Payment section and specifying some credit in the Amount field. For more details, see Active Customers section later in the chapter. 2 Select User Manager > Customers > Radius Profile > Lock/Unlock. Lock/Unlock Customer form displays. 3 As required, enter the following information: CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the account number. 4 Click Next. Displays customer information along with the option to view lock/unlock history. 5 Review the customer information. 6 As appropriate, enter the following information: REMARKS Any remarks related to the customer. Advanced VoIP Billing System 22

34 User Manual Chapter 1 User Manager LOCK Locks customer account. SUSPEND Suspends customer account. FROM Identifies starting date of date range. TO Identifies ending date of date range. Click to expand calendar for selecting date. VIEW HISTORY Displays the lock/unlock history. 7 As appropriate, perform one of the following functions: Click Lock to lock the account Or Click Suspend to suspend the account. Customers are divided into two types on the basis of their account status i.e. Active Customers Inactive Customers Active Customers Active Customers are customers that have thier current balance plus credit limit greater than zero. An active customer is allowed to initiate and receive calls, his billing information is maintained, account can be debited, invoices can be generated, customer ID is active, account number is active, payments are added etc : Inactive Customers A customer with a current balance plus credit limit less than or equal to zero is known to be an Inactive Customer. Inactive customer can have the following states: Locked Customer A customer is said to be locked if it is required to disable the corresponding customer s dialing services but keep the billing activities intact. Locked customers are not able to initiate calls; however, billing information is maintained. Disabling the dialing services means that the RADIUS server is not to authenticate the locked customers account while keeping the billing activities active. This means that the customer s account can be debited, invoices can be generated, customer ID is active, account number is active, payments are added etc. An active customer is locked by clicking Lock. Any active customer s account can be automatically blocked by the application if his/her accout balance + credit limit equals zero. Locked customers can be unlocked by clicking Unlock button using the same interface. Suspended Customer Advanced VoIP Billing System 23

35 User Manual Chapter 1 User Manager A customer is said to be suspended if it is required to stop the corresponding customer s billing activities. Stopping billing activities of the customer means that the corresponding account is not to be debited, no invoice is to generated, the customer ID is disabled, account number is disabled, no payments are added, etc. The customers are suspended by clicking the Suspend button. To reactivate the customer, you have to activate the account number. Account is unlocked only if its Current Balance + Credit Limit > 0. Radius Profile An inactive customer can be activated, by either increasing credit limit (from the Credit & Debit > Credit Limit section) or giving free bonus (from the Credit & Debit > Free Bonus section). All authentication parameters are defined in radius profile. You can set attributes such as, service type, protocol used to connect the customer, port type, number of simultaneous users, etc. This subsection may be used to add/remove attributes to be authenticated (checked) or authorized (replied) for special users. For example, if you want to put time restrictions, authenticate a Telnet customer under certain privileges. 2 Select User Manager > Customers > Radius Profile > Radius Profile. Change Customer Profile form displays. 3 As required, enter the following information: CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the account number. 4 Click Next. Displays Customer Radius Profile. Advanced VoIP Billing System 24

36 User Manual Chapter 1 User Manager 5 Review the Account Number and Allowed Time. 6 As required, enter or select the following information: EXPIRATION DATE (YYYY MM DD) Date of expiration for the customer s account. SERVICE TYPE Type of service to be granted to user. There are different types of services but for VoIP the only allowed service type is Login User. FRAMED PROTOCOL Identifies the framed protocol used. FRAMED IP NETMASK Identifies the framed IP netmask used. NAS PORT TYPE Port type of connected user. It shows Async by default. For a dialup user, it is Async, ISDN for a customer connected through ISDN and for a DSL user NAS Port Type is Virtual. NO. OF SIMULTANEOUS CALLS Identifies the number of simultaneous calls allowed. NO. OF SIMULTANEOUS SESSIONS FOR INTERNET USAGE Identifies the number of simultaneous sessions allowed for Internet usage. STATIC IP ADDRESS Identifies the customer s static IP address. If this field is left empty the customer is assigned a dynamic IP address. OTHER CHECK ITEMS (RADIUS ATTR1=VALUE1, RADIUSATTR2=VALUE2 ETC.) Identifies check items are used during RADIUS authentication. If you want to authenticate a customer on dynamic basis, e.g. you want the customer to place a call only if he/she comes from some specific NAS, then you can put IP address of the NAS in this section as follows: Format of attribute specification Single value specification format: Attribute Name = Attribute value For example: NAS IP Address = (IP address of the requesting gateway) (If user tries to connect through any other gateway his request will be rejected) Multiple value specification format: Attribute Name = /Attribute value1 Attribute value2./ For example, NAS IP Address = / / Attribute value pairs are separated by comma. Radius Attribute1=value1, Radius Attribute2=value2 OTHER REPLY ITEMS (RADIUS ATTR1=VALUE1, RADIUSATTR2=VALUE2 ETC.) Identifies specific privileges to a customer when he/she places a call. For example, if you want to redirect a call made by a customer, when Cisco av pairs are being used then set attributes as: cisco h323 redirect number = h323 redirect number= Advanced VoIP Billing System 25

37 User Manual Chapter 1 User Manager DATA CHECK ITEMS (RADIUS ATTR1=VALUE1, RADIUSATTR2=VALUE2 ETC.) [ENTERPRISE EDITION] This option is the same as Other Check Items except that it is used for identifying the check items used during radius authentication for data service. DATA REPLY ITEMS (RADIUS ATTR1=VALUE1, RADIUSATTR2=VALUE2 ETC.) [ENTERPRISE EDITION] This option is the same as Other Reply Items except that it is used for data service. 7 Click Save Changes. Saves information and success message displays. Advanced VoIP Billing System 26

38 User Manual Chapter 1 User Manager Editing Admin Billing administrator can edit customer information, such as, the customer s ID, personal information, billing plan, account information, account type (retailer/wholesaler), credit limit, credit card information, payment receipt, PIN, billing password, free bonus and other charges. This section is divided into following two subsections: Customer Info Credit Limit Customer Info It is used to edit the customer s information. 2 Select User Manager > Customers > Editing Admin > Customer Info. Edit Customer Information form displays. 3 As required, enter the following information: CUSTOMER ID Identifies customer/vendor identification. ACCOUNT NUMBER Identifies the account number. 4 Click Next. Customer Identification information displays. 5 As required, click Edit ID to edit required identification information. Advanced VoIP Billing System 27

39 User Manual Chapter 1 User Manager 6 Click Save Changes. Success message displays. 7 Click Personal Info. Personal information page displays. 8 As required, click Edit Personal Info to edit required personal information. 9 Click Save Changes. Success message displays. 10 Click Account Info. Account Information page displays. Advanced VoIP Billing System 28

40 User Manual Chapter 1 User Manager 11 As required, click Account Info to edit required account information. 12 Click Save Changes. Success message displays. Credit Limit It is used to edit the credit limit of the customer. 2 Select User Manager > Customers > Editing Admin > Credit Limit. Edit Credit Limit form displays. Credit Limit has been discussed in User Manager > Customers > Credit & Debit > Credit Limit section. 3 Click Next. Relevant information page displays. 4 Edit as required. 5 Click Save Changes. Success message displays. Advanced VoIP Billing System 29

41 User Manual Chapter 1 User Manager Credit Card Info [Enterprise Edition] This section deals with adding or editing credit card information of a customer. 2 Select User Manager > Customers > Editing Admin > Credit Card Info. Add/Edit Credit Card Information form displays. 3 Click Next. Add/Edit Credit Card Information form displays. Payment gateway needs to be defined before user can add or edit credit card info. 4 Review the Customer ID. 5 As appropriate, enter the following information: FIRST NAME Identifies customer s first name. LAST NAME Identifies customer s last name. PHONE Identifies customer s phone number. FAX Identifies customer s fax number. ZIP CODE Identifies customer s location zip code. BILLING Identifies customer s billing address. BILLING ADDRESS Identifies customer s billing postal address. CITY Identifies customer s city. STATE Identifies customer s state. Advanced VoIP Billing System 30

42 User Manual Chapter 1 User Manager COUNTRY Identifies customer s country. 6 As appropriate, select the following [Payment Processing Details] information: PAYMENT PROCESSOR Identifies the payment processor. This field stores the payment gateway to be used for credit card payments. CREDIT CARD NO Identifies the credit card number. EXPIRATION DATE Identifies the expiration date of the credit card. RECHARGE AMOUNT AUTOMATICALLY Indicates whether to recharge amount automatically or not. Either: [Yes] set to yes. Setting to Yes displays additional fields Recharge How Many Times, Balance When Credit Card Will Recharge and Amount To Be Recharged. On selecting yes, amount is automatically transferred to the customer account using customer s credit card. [No] set to no. RECHARGE HOW MANY TIMES Number of times credit card can be recharged. BALANCE WHEN CREDIT CARD WILL RECHARGE Minimum amount of balance for recharging of credit card. AMOUNT TO BE RECHARGED Amount to recharge credit card with. 7 As appropriate, perform one of the following functions. Click Back to display the previous page. Or Click Next to proceed. Success message displays. Invoices The Advanced VoIP has a complete invoicing system in which new invoices can be generated and previously generated invoices can be viewed. Invoices are created for receiving payment by cash or by any other mode of payment. Invoices can be sent electronically or mailed. In this section following options are provided: New Invoice View Invoice Invoice Reports Due Invoices Advanced VoIP Billing System 31

43 User Manual Chapter 1 User Manager New Invoice This section is used to generate invoices for the customer. Before generating invoice make sure to generate at least one sub invoice in the User Manager > Customer > Invoices > Usage Sub Invoice section. 2 Select User Manager > Customers > Invoice > New Invoice. Generate New Invoice form displays. 3 As required, enter the following information: INVOICE MONTH AND YEAR Identifies the month and year of the invoice to be generated Invoices are genereated for single account as well as all accounts as per your requirements and the specified time period. CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the account number. Advanced VoIP Billing System 32

44 User Manual Chapter 1 User Manager 4 Click Next. Displays all sub invoices. 5 As required, check/uncheck sub invoices against which invoice is to be prepared for the customer. 6 As appropriate, perform one of the following functions. Click Back to display the previous page. Or Click Next to proceed. 7 As required, enter or select the following information: INVOICE REF. NO Displays an auto generated number. INVOICE DATE (YYYY MM DD) Displays the current invoice generating date. DUE DATE (YYYY MM DD) Identifies the due date of bill payments. BILL TO Identifies the name, company and address info of the customer. MESSAGE TO CUSTOMER Identifies message to be sent to the customer. SHOW IN CUSTOMER CURRENCY Indicates showing amount in currency selected by customer. INVOICE DATE Displays date of the generated sub invoice. DESCRIPTION Displays the description of the generated sub invoice. AMOUNT (USD) Displays the payable amount of the generated sub invoice. Advanced VoIP Billing System 33

45 User Manual Chapter 1 User Manager SUB TOTAL Total amount in US Dollars. DISCOUNT Identifies discount provided, the percentage of which is displayed in the edit box. TOTAL NET AMOUNT (USD) Displays the payable net amount. TAX1 % /TAX2 % Tax amounts in percentage to be charged. INVOICE AMOUNT (USD) Identifies amount after adding the tax rate. ADVANCE PAYMENT (USD) Displays amount paid in advance. DUE AMOUNT (USD) Displays value after subtracting the Invoice Value from the Advance Payment Value. 8 As required, perform one of the following procedures: Click Back to view previous page. Or Click Next to generate the invoice receipt. Advanced VoIP Billing System 34

46 User Manual Chapter 1 User Manager View Invoice It is used to view the invoice receipts by specifying the information as follows: 2 Select User Manager > Customers > Invoice > View Invoice. View Invoice form displays. 3 As required, enter the following information: INVOICE ID Identifies the invoice ID if the invoice receipt is to be viewed on the basis of invoice ID. INVOICE REF. NO Identifies the Invoice Reference Number if the invoice receipt is to be viewed on the basis of Reference Number. 4 Click View Invoice. Displays the invoice receipt. Invoices Reports In this section you can view a summary of all the generated invoices and sub invoices. 2 Select User Manager > Customers > Invoice > Invoices Reports. Invoices Reports form displays. Advanced VoIP Billing System 35

47 User Manual Chapter 1 User Manager 3 As required, enter or select the following information: FROM Identifies the starting date of the date range in which the invoice report is to be generated. TO Identifies the ending date of the date range in which the invoice report is to be generated. GENERATED INVOICES Identifies viewing generated invoices. SUB INVOICES Identifies viewing sub invoices. Selecting this displays additional fields Select Sub Invoice Head and Select Sub Invoice Type. VIEW INVOICE Identifies invoice receipt. Selecting this displays field Enter Invoice ID and hides field Enter Account No. (All=0). ENTER ACCOUNT NO. (ALL=0) Identifies the account number of the customer. To view the sub invoices for all customers enter 0. ENTER INVOICE ID Specifies the identification code of the invoice to be viewed. SELECT SUB INVOICE HEAD Sub invoice head available for selection. SELECT SUB INVOICE TYPE Sub invoice type available for selection. Advanced VoIP Billing System 36

48 User Manual Chapter 1 User Manager 4 Click Next. Displays the required sub invoices or displays appropriate message. Generate Invoices Sub Invoices View Invoices Advanced VoIP Billing System 37

49 User Manual Chapter 1 User Manager 5 Enter the invoice ID. 6 Click Next. Required invoice displays. Due Invoices It is used to view complete information regarding payable invoices of different customers. 1. Ensure Main Menu is loaded. 2. Select User Manager > Customers > Invoice > Due Invoices It displays the list of all invoices that are still to be paid by the customers. Advanced VoIP Billing System 38

50 User Manual Chapter 1 User Manager Technical Admin Front desk administration works on resolving problems of customers. Billing administrators can manage the following types of customer information: Change PIN Billing Password Active Calls CLI [Enterprise Edition] Dialup [Enterprise Edition] Internet password [Enterprise Edition] Internet Session [Enterprise Edition] Customers Bill Detail Customers Invoices Calling ID Radius Statistics Gateways Internal Numbers Radius logs Change PIN PIN (Personal identification number) is used for prepaid calling card. An IVR (Intelligent Voice Response) requires PIN for account validation. PIN is also called as Dialing PIN. 2 Select User Manager > Customers > Technical Admin > Change PIN. Change Customer s PIN form displays. 3 As required, enter the following information: CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the account number. 4 Click Next. Displays the following additional information: Advanced VoIP Billing System 39

51 User Manual Chapter 1 User Manager 5 As required, enter the following information: OLD DIALING PIN Displays the previous PIN code to be changed. ENTER NEW PIN Identifies new PIN number for the customer. CONFIRM PIN Confirms new PIN code. 6 Click Change PIN. Displays appropriate message. 7 As required, click Customer Info to view customer information. Billing Password This option is used by the billing administrator to change the customer s billing password for accessing corresponding online billing information. In case, the customer forgets corresponding password, the administrator can use this option to assign a new password to the customer. 2 Select User Manager > Customers > Technical Admin > Billing Password. Change Billing Password form displays. 3 As required, enter the following information: CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the account number. 4 Click Next. Displays the following additional information: 5 As required, enter the following information: OLD DIALING PASSWORD Displays the exisitng password. Advanced VoIP Billing System 40

52 User Manual Chapter 1 User Manager ENTER NEW PASSWORD Identifies new password for the customer. CONFIRM PASSWORD Confirms new password. 6 Click Change Password. Displays appropriate message. Active Calls This subsection is used to show the number of calls in process and provides dynamic call management in real time to reduce the risk of negative balance liabilities. At authentication the application checks the customer balance and allocates time to the caller depending on his/her balance. Call is automatically terminated as soon as the call exceeds the allocated time.. 2 Select User Manager > Customers > Technical Admin > Active Calls. Active Calls form displays. 3 As required, select the following informationthe following fields are displayed: DATE Identifies initiating date and time of the call. CALLED NUMBER Identifies the call recipient number. CALL BALANCE Identifies the current balance of the customer account. This field determines the allocated time for the call. ALLOCATED TIME Identifies the allocated time for the call. This time depends on the call balance field. On authentication the application checks the current balance of the account and allocates time accordingly. On exceeding the allocated time, call is automatically terminated. USER NAME Identifies the user that originated the call. This ID is different in different cases. In case of ANI based customers this fields holds the Calling Station ID. In case of PIN based customers this field holds the Dialing PIN of the customer. In case of user name and password based customers Cusotomer ID is stored in this field. Advanced VoIP Billing System 41

53 User Manual Chapter 1 User Manager 4 As required, click Remove to remove call from billing database. No activity is then performed at the gateway side on this call. The up and down on each field is used to arrange the list in ascending and descending order according to each field. E.g. if the up arrow next to date field is clicked then the whole list is arranged in ascending order according to the date and time of call. Add/Edit CLI [Enterprise Edition] This subsection is used to add/edit CLI (Caller Line Identification) for customer accounts. 2 Select User Manager > Customers > Technical Admin > Add/Edit CLI. Add/Edit CLI form displays. 3 Enter customer ID you wish to add/edit CLI for. Add/Edit CLI form displays. 4 As, required enter CLI s in the fields CLI 1 CLI 3. Entering data in all three fields (CLI1, CLI2 and CLI3) is not necessary. 5 lick Save Changes to save changes into the database. Success message displays. Check Internet Password [Enterprise Edition] This subsection is used to confirm the internet password assigned to the customer. To confirm customer ID and internet password user simply needs to enter ID and password and the application confirms its validity. 6 Ensure Main Menu is loaded. 7 Select User Manager > Customers > Technical Admin > Check Internet Password. Edit Credit Limit form displays. Advanced VoIP Billing System 42

54 User Manual Chapter 1 User Manager 8 As required, enter the following information: CUSTOMER ID Identifies customer ID. This ID could be the card PIN in case of pre paid customers and it could be the actual ID assigned to a customer in case of post paid customers. PASSWORD Identifies the password assigned to access internet service. Customer Bill Detail This section discusses customer bill details. 2 Select User Manager > Customers > Technical Admin > Customer Bill Detail. Customer Bill Detail form displays. 3 As required, enter or select the following information: FROM DATE Identifies the starting date of the date range of customer s bill. The format is YYYY/MM/DD. TO DATE Identifies the ending date of the date range of customer s bill. The format is YYYY/MM/DD. CUSTOMER ID Identifies customer identification code and is used if it is required to view the customer s bill on the basis of his customer ID. ACCOUNT NUMBER Identifies customer account number and is used if it is required to view the customer s bill on the basis of his account number. This is useful in case a customer has more than one calling ID and wants to the view the bill details against a single calling ID. TECHNICAL PREFIX Identifies the unique number combination at the left of each called destination number to identify the originating customer. This is in case of wholesale customer CALLING NUMBER Identifies calling number used by customer. This is incase the customer has a PIN Less system. This telephone number is the number the customer uses to make a call and authentication is done against this number. If you want to display all the calling IDs of a customer, leave empty. Advanced VoIP Billing System 43

55 User Manual Chapter 1 User Manager ALSO INCLUDE CHILD ACCOUNTS Indicates if the child accounts bill is to be included in the parent accounts bill details incase of a corporate account. ALSO INCLUDE UNSUCCESSFUL CALLS (CALLS WITH 0 SEC LENGTH) Indicates if the incomplete calls, with 0(zero) duration are to be included in the customers bill details. SHOW IN CUSTOMER S CURRENCY Indicates displaying the bill details in customer s own currency. 4 Click Generate Bill. Displays customers bill details. Customer Invoices This section discusses customer invoices details. 2 Select User Manager > Customers > Technical Admin > Customer Invoices. Customer Invoices Detail form displays. 3 As required, enter or select the following information: CUSTOMER ID Identifies customer identification code. ACCOUNT NUMBER Identifies customer account. FROM DATE Identifies the starting date of the date range of invoice details. The format is YYYY/MM/DD. TO DATE Identifies the ending date of the date range of invoice details. The format is YYYY/MM/DD. Advanced VoIP Billing System 44

56 User Manual Chapter 1 User Manager 4 Click Next. Displays the customers invoice details. Add/Edit Calling ID You can enter maximum 12 calling IDs at the time of customer registration. You can use Add/Edit Calling ID form incase more calling IDs need to be added or previous calling IDs need to be edited. Customer registration needs to be complete before adding/editing the calling IDs. 2 Select User Manager > Customers > Technical Admin > Add/Edit Calling ID. Add/Edit Calling ID form displays. 3 As required, enter the following information: CUSTOMER ID Identifies customer identification code. ACCOUNT NUMBER Identifies customer account. 4 Click Next. Displays relevant information. 5 As required, enter the following [Find Calling ID] information: CALLING ID Identifies the calling identification code to be searched. Advanced VoIP Billing System 45

57 User Manual Chapter 1 User Manager 6 Click Show to displays required calling ID(s). 7 As required, enter or select the following [Add Calling ID] information: CALLING ID Identifies calling identification code to be added. 8 Review the existing calling IDs. 9 Click Add to add calling ID. Success message displays. 10 As required, perform one of the following procedures against the required calling ID: Click Edit to display Edit Calling IDs form. Or Click Del to delete the calling ID. Add/Edit Gateways At the time of cutomer registration, there is a limit of entering 12 gateway IDs. This section is used if user wants to edit existing gateway ids or he wishes to add more gateway ids in case limit for adding gateway ids is not exhausted. The customer s registration needs to be complete before adding/editing the gateway IDs. 2 Select User Manager > Customers > Technical Admin > Add/Edit Gateways. Edit Gateway IDs form displays. 3 As required, enter the following information: CUSTOMER ID Identifies customer identification code. ACCOUNT NUMBER Identifies customer account. Advanced VoIP Billing System 46

58 User Manual Chapter 1 User Manager 4 Click Next. Displays relevant information. 5 Add or edit required information. 6 Click Save Changes. Displays appropriate message. Internal Numbers You can add internal numbers using the following form. A customer may or may not be charged on the basis of internal numbers. This information is maintained by billing system to keep track of dialed destinations and bill the customers accordingly. 2 Select User Manager > Customers > Technical Admin > Internal Numbers. Edit Internal Numbers form displays. 3 As required, enter the following information: CUSTOMER ID Identifies the customer identification code. ACCOUNT NUMBER Identifies the customer account number. 4 Click Next. Displays internal numbers list. 5 As required, add the following information: INTERNAL NUMBER Identifies the internal number. Advanced VoIP Billing System 47

59 User Manual Chapter 1 User Manager 6 As required, click Add to add internal number information. Success message displays. 7 Click Show. Displays the internal number information. View Radius Logs Radius logs are for access or reject messages. In this section, billing administrator can view logs of call records that are not authenticated by RADIUS. 2 Select User Manager > Customers > Technical Admin > View Radius Logs. View Radius Logs form displays. 3 As required, enter or select the following information: FROM Identifies the starting date of the date range. The format is YYYY/MM/DD. TO Identifies the ending date of the date range. The format is YYYY/MM/DD. LOGIN NAME Login name of the customer. CLI Number of the calling party. MESSAGE Specifies message for access or rejection. Example: For rejection, message can be invalid user name or invalid password. Advanced VoIP Billing System 48

60 User Manual Chapter 1 User Manager 4 Click View Log to view log details. Log details display. Vendors [Enterprise Edition] Vendors are personnel/companies that sell services e.g. call terminators. They provide call termination services for which they are paid a certain amount. Different information regarding these vendors, such as, registering new vendors, managing the various rates specified by these vendors and viewing reports, are all managed under this section. General This section deals with the adding, searching for, deleting vendors and reviewing vendor information and reports. New Vendor This option deals with registering a new vendor with the billing system. This is a 5 step process and each step is related to a certain type of information. The five steps are categorized as follows: Personal Information Billing Information Account Identification Information Confirmation Activation of vendor information & assigning account number To add a new vendor: 2 Select User Manager > Vendor > General > New Vendor. Personal Information form displays. 3 As required, enter the following personal information for Step 1: VENDOR NAME Name of the vendor to be registered with the billing system. The name can be a combination of any alphanumeric characters of length less than or equal to 100. For example, Advanced Communications. Advanced VoIP Billing System 49

61 User Manual Chapter 1 User Manager VENDOR ID Unique code used for vendor identification. It can be a combination of up to 30 alphanumeric characters without spaces, for example John1, Smith_123, etc. Any data of the vendor can be accessed from the billing system using this ID e.g. it can be used to retrieve the account information, payment information, reports, etc. ADDRESS Address of the vendor. COMPANY NAME Name of the vendor s company. CITY Name of the vendor s city. STATE Name of the vendor s state. COUNTRY Name of the vendor s country. ZIP/POSTAL CODE Zip/postal code of the vendor s location. TEL Enter the telephone number used to contact the vendor. FAX Fax number used to fax any information to the vendor. 4 Click Next to proceed to Step 2 of 4. Billing Information form displays. 5 As required, enter or select the following billing information for Step 2 of 4: SELECT VENDOR RATE PLAN (TERMINATION) Vendor rate plan according to which a user is charged for services provided by the of the vendor available for selection. Either select a plan from the existing list in the drop down menu or enter a new plan through Vendors > Vendor Rates > Add section. SELECT CURRENCY Currency type for charging calls available for selection. By default, it is USD (US dollars). The value can be preset (if required) or edited before entering in the form as shown in System Settings > System Conf > Currency Settings > List > Edit section. Advanced VoIP Billing System 50

62 User Manual Chapter 1 User Manager AUTO GENERATE BILLING PASSWORD. IT WILL BE ED TO VENDOR Indicates automatically generating a password. This password is then ed to the vendor on the address specified in the Vendor field defined below. Selecting this hides Billing Password and Confirm Billing Password fields and displays Vendor field. configurations need to be set up before selecting this option, otherwise the is not sent and the password is lost. settings can be configured in System Settings > System Conf >General>Other Conf> (SMTP) Server section. BILLING PASSWORD Identifies password for billing. This option is used if you do not want to auto generate a billing password. It can be a combination of alphanumeric characters of length greater than 2 and less than or equal to 15. This password is required for authentication purposes, such as, login to the online billing information pages, etc. CONFIRM BILLING PASSWORD Confirmation of the billing password. This is for security check. VENDOR address of the vendor. This option is used for sending alerts such as Welcome/Low credit mails, etc. (these are set in System Settings > System Conf > s > Alerts section) and for mailing the auto generated billing password. 6 As appropriate, perform one of the following functions: Click Back to go to Step 1 of 4. or Click Next to go to Step 3 of 4. CDR s Identification form displays. 7 As required, enter the following information for Step 3 of 4: Step 3 is used to specify the calling ID(s) and/or gateway ID(s) used for identifying the originating/ terminating vendors. Advanced VoIP Billing System 51

63 User Manual Chapter 1 User Manager GATEWAY ID (ID/IP/MAC ADDRESS) Identifies the gateway ID (Gateway IP/Gateway ID) assigned to vendor for carrier billing. Enter the gateway ID or the MAC address of the originating carrier s gateway. Gateway ID is IP Address of inbound or outbound gateway. 12 gateway IDs can be registered at a time. In some cases it may be required to add more than 12 gateway IDs. In that case, refer to the System Settings > System Conf > Home Gateways > Add section or System Conf > Home Gateways > Add section. 8 As appropriate, perform one of the following functions: Click Back to go to Step 2 of 4. or Click Next to go to Step 4 of 4. Please Confirm Information form displays. 9 Confirm personal and billing information. All fields for Personal Information and Billing Information have been defined in Step 1 and Step 2, respectively. 10 Click Register Vendor 11 Success message displays and Account Number is assigned. Search Account number is unique and is used for various purposes e.g. search, getting reports, etc. This section deals with options for searching the vendor s information. Vendors can be searched based on various combinations of criterion as per requirement. A vendor can be searched based on the account number, name, gateway ID, etc. Search can be performed on any one, few or all the search fields. All information is searched with like operator. Advanced VoIP Billing System 52

64 User Manual Chapter 1 User Manager 2 Select User Manager > Vendors > General > Search. Search Vendor form displays. 3 As required, enter the following information: ACCOUNT NO This is an integer value that is assigned to a vendor/customer when we register a vendor for the first time in the billing system. VENDOR ID This is the ID of the vendor when we register a vendor for the first time in the billing system. TELEPHONE The phone number of a vendor. address of the vendor as entered in the billing system at registration. CALLING ID The calling ID as entered in the billing system for this vendor. GATEWAY IP The Gateway IP as entered in the billing system for this vendor. You can select any one field, a combination of some fields or all fields for a search. The exact field is matched only for the field Account Number, whereas, for all other fields the information is searched with like operator i.e. any part of the actual data matching the search data is displayed. If no criterion is specified, it displays all available vendors. 4 Click Search Customer. Search results display. 5 Click on Vendor Name to view corresponding vendor information. Delete Vendor This section caters to the deletion process of vendors. Advanced VoIP Billing System 53

65 User Manual Chapter 1 User Manager 2 Select User Manager > Vendors > General > Delete Vendors. Search Vendors for Deletion form displays. 3 As required, enter or select the following information for Step 1 of 3: ACCOUNT CREATION DATE [FROM] Specifies the starting date range of account creation. ACCOUNT CREATION DATE [TO] Specifies the ending date range of account creation. PLAN Specifies the plan corresponding to the required account(s) to be deleted. CREATED BY Identifies the person creating the account. ACCOUNT NUMBER [FROM] [TO] Specifies the range of numbers for the required account(s) to be deleted. 4 Click Next to proceed to Step 2 of 3. Step 2 form displays. 5 Review the information. 6 Uncheck account(s) not to be deleted. 7 Click Delete. Success message along with Vendors Deleted form displays in Step 3 of 3. Vendor Info This section deals with options for editing a vendor s information. You need to specify vendor s ID or account number to get detailed information listing for the corresponding vendor. Through this listing you can select the respective information to be edited. Advanced VoIP Billing System 54

66 User Manual Chapter 1 User Manager 2 Select User Manager > Vendors > General > Vendor Info. Edit Vendor Information form displays. 3 As required, enter the following information: VENDOR ID Identifies the vendor identification code. ACCOUNT NUMBER Identifies the vendor account number. 4 Click Next. Displays vendor information. 5 Review the vendor information. 6 As required, click appropriate button to manage corresponding information: CHANGE ID Displays Edit Vendor ID form. Edit required information and click Save Changes. CHANGE PASSWORD Displays Change Billing Password form. Edit required information and click Save Changes. EDIT PERSONAL INFO Displays Edit Personal Info form. Edit required information and click Save Changes. Advanced VoIP Billing System 55

67 User Manual Chapter 1 User Manager CHANGE PLAN Displays Change Vendor Plan form. Edit required information and click Save Changes. ADD/EDIT CALLING IDS Displays Add/Edit Technical Prefix(es) form. Edit required information and click Save Changes. Assigned prefix(es) display. ADD/EDIT GATEWAYS Displays Add/Edit Gateway IDs form. Edit required information and click Save Changes. Assigned gateway(s) display(s). Vendor Reports You can use this section to view vendor reports. Advanced VoIP Billing System 56

68 User Manual Chapter 1 User Manager 2 Select User Manager > Vendors > General > Vendor Reports. Vendor Reports form displays. 3 As required, enter or select the following information: FROM Starting date of the date range. TO Ending date of the date range. HOME GATEWAY Home gateway available for selection. ORIGINATOR/INBOUND PARTNER Originator/inbound partner available for selection. TERMINATING/OUTBOUND PARTNER Terminating/outbound partner available for selection. TRAFFIC TYPE Traffic type available for selection. CALL TIME [ ] SEC [ ] Start and end time of call in seconds. ONLY SUCCESSFUL CALLS Indicates charging only successful calls i.e. call durations of more than zero seconds. ASR/ACD REPORT (GATEWAY WISE) Identifies ASR (Average Success Rate)/ACD (Average Call Duration) (gateway wise) report. Advanced VoIP Billing System 57

69 User Manual Chapter 1 User Manager ASR/ACD REPORT (ACCOUNT WISE) Identifies ASR/ACD (account wise) report. ASR/ACD REPORT (DESTINATION WISE) Identifies ASR/ACD (destination wise) report. CALLS DETAILED REPORT Identifies calls detailed report. Advanced VoIP Billing System 58

70 User Manual Chapter 1 User Manager 4 Click Get Report. Displays desired report or appropriate message. Vendor Rates Vendor rates are the charges that the vendors incur on calls for a particular destination. In a vendor rate plan, different call rates are assigned to the same destination to cater for different scenarios. Vendor rates can be created under three scenarios: Creation of an entirely new rate plan for a vendor Creation of a new destination rate for an already existing rate plan Requirement for using features of an already existing rate plan with a difference only in its rate. Call rate of a destination can be different in a destination rate plan than the default call rate of the destination. These destination rate plans can then be applied to different types of billing plans to give customers maximum satisfaction resulting in maximum revenue generation. Advanced VoIP Billing System 59

71 User Manual Chapter 1 User Manager Add You can add vendor rate plans in this section. 2 Select User Manager > Vendors > Vendor Rates > Add. Add Vendor s Rate Plan/Destination form displays. 3 As required, enter the following information: NEW RATE PLAN Identifies adding a new rate plan. ADD DESTINATION Identifies adding a new destination. Selecting this hides Rate Plan Name field and displays select Vendor Rate Plan field. CREATE PLAN FROM EXISTING PLAN Identifies creation of a plan from an existing plan. Selecting this displays additional fields of Select Vendor Rate Plan and Increment/Decrement Percentage. RATE PLAN NAME Identifies name of the plan to be created. SELECT VENDOR RATE PLAN Vendor rate plan available for selection. INCREMENT/DECREMENT PERCENTAGE Increment/Decrement percentage for the plan. Advanced VoIP Billing System 60

72 User Manual Chapter 1 User Manager Adding New Rate Plan Proceed as follows for adding new rate plan: 1 On Vendor s Rate Plan/Destination form, select New Rate Plan. 2 Enter name of the rate plan in the Rate Plan Name field. 3 Click Add. Add Destination form displays. 4 As required, review, enter or select the following information: RATE NAME Identifies the rate name. DESTINATION NAME Identifies name of the destination. It should be any meaning full name representing the called number/destination. e.g. if you want to call a number in USA, then your call destination could be named as USA. DESTINATION CATEGORY Identifies the category of destination. The default value is No Category. Either leave it as is, if you do not want to specify the category, or select a suitable destination category from the drop down list such as Cell, PSTN etc. It defines the type of call service. DESTINATION PREFIX Left most digit(s) in the Called Number uniquely identifying the Called Destination. For example prefix of can be 01 or 012 or 0123 etc. One Carrier can have more than one Prefixes. More than one prefix can be separated by comma (,). CONNECTION CHARGES (USD) Fixed charges deducted with every call of any call length. It can also be called as Drop Rate, Fix Rate etc. This charge is deducted each time a call is made. Advanced VoIP Billing System 61

73 User Manual Chapter 1 User Manager ONLY FOR CALLS WITH 0 SEC Indicates whether connection charges to be deducted for unsuccessful calls. If every call is to be charged with connection charges then this field should be left unchecked. In order to charge only unsuccessful calls this field should be checked. Another reason for checking this field could be when a caller is successful in making a call and we do not want to charge him/her with connection charges, check this box, they will be charged according to the interval based rates. MIN. CHARGEABLE DURATION SEC Least number of seconds after which the caller is charged. For example, if this value is set to 5, it means the least chargeable duration is 5 seconds and if a caller drops a call within 5 seconds, the call will not be charged. RATE PER MINUTE Identifies the rate per minute. This is used to calculate intervalʹs charges. It is not being stored in the billing system, but is just being used for calculating the first and incremental intervalʹs charges (which are visible at this page). Enter Rate/Min, then interval values and then click at ʹCalculateʹ button. It will calculate intervalʹs rates. You can also directly enter the rates for both these interval types. LENGTH Identifies the length of the call (duration). FIRST INTERVAL Identifies the first interval with reference to the Length and Charges for the call. INCREMENTAL INTERVAL Identifies the incremental interval with reference to the Length and Charges for the call. In 30/6 sec billing scheme, 6 seconds is incremental interval. If vendor makes a call for less than 32 seconds, it is charged for 30+6 seconds. ADD DESTINATION Displays appropriate message. Advanced VoIP Billing System 62

74 User Manual Chapter 1 User Manager Adding New Destination Proceed as follows for adding new destination: 1 On Vendor s Rate Plan/Destination form, select Add Destination. 2 Select Vendor Rate Plan. 3 Click Add. Add Destination form displays. 4 As required, enter or select required information as done in Adding New Rate Plan section. 5 Click Add Destination. Displays appropriate message. Advanced VoIP Billing System 63

75 User Manual Chapter 1 User Manager Adding New Plan from existing Plan Proceed as follows for adding new plan from existing plan: 1 On Vendor s Rate Plan/Destination form, select Create Plan from Existing Plan. Add Vendor s Rate Plans/Destination form displays. 2 Enter Rate Plan Name. 3 Select Vendor Rate Plan. 4 Enter Increment/Decrement Percentage. 5 Click Add. Appropriate message displays. List You can use the Vendor Rate Plans List to view lists of vendor rate plans: 2 Select User Manager > Vendors > Vendor Rates > List. Vendor Rate Plans List form displays. Advanced VoIP Billing System 64

76 User Manual Chapter 1 User Manager 3 As required, enter the following information: ENTER VENDOR RATE PLAN NAME Identifies vendor rate plan name. To view list of all vendors, leave blank. 4 Click Show. Displays the required list of rate plans. 5 As required, click Add Rate Plan to add new rate plan. 6 As required, perform one of the following functions against each listing: Click Delete to delete required rate plan information. Or Click Destinations to view destinations against the rate plan. Import Usually there are a large number of destinations in a destination plan; hence it is not feasible to enter each destination manually. To make it easier, the import option has been provided so that one can import the list of destinations. The format of the files is predefined i.e. text files and can be imported easily. You can generate text file with any method, however, an easier way is to create an excel sheet and export it as a tab delimited text file. In order to import vendor destination/rates: 2 Select User Manager > Vendors > Vendor Rates > Import. Import Vendor Destination/Rates form displays. 3 As required, enter or select the following information: FILE PATH Identifies the path of the file to be imported. VENDOR RATE PLAN NAME Name for the plan. COLUMNS SEPARATED BY Defines the field separators used in the file to be imported e.g. tabs, commas etc. FIRST LINE CONTAIN COLUMN NAMES Identifies whether the first line contains column names. Either: [Yes] set to yes. Selecting this indicates that the first line of text in the file will contain the field names and no data values. [No] set to no. Advanced VoIP Billing System 65

77 User Manual Chapter 1 User Manager 4 Click Next. Displays list of vendor destinations/rates. 5 Review the list. 6 As required, select the following information: COLUMN 1 CONTAINS Identifies the type of information to be set in column 1. COLUMN 2 CONTAINS Identifies the type of information to be set in column 2. COLUMN 3 CONTAINS Identifies the type of information to be set in column 3. COLUMN 4 CONTAINS Identifies the type of information to be set in column 4. COLUMN 5 CONTAINS Identifies the type of information to be set in column 5. 7 Click Import. Displays appropriate message. Export You can use this form to export destination rate plans. 2 Select User Manager > Vendors > Vendor Rates > Export. Export Destination Rate Plan form displays. Advanced VoIP Billing System 66

78 User Manual Chapter 1 User Manager 3 As required, enter or select the following information: SELECT DESTINATION RATE PLAN TO EXPORT Destination rate plan available for selection. COLUMNS SEPARATED BY Defines the field separators used in the file to be imported e.g. tabs, commas etc. 4 Click Export. Displays appropriate message. Displays appropriate message. 5 As required, click Back to view previous page. Rate plans cannot be exported until destinations are defined. Billing Admins This section is about managing billing administrators. Billing administrators include help desk team, managers, resellers, and any other kind of administrators that are given rights to use adminside (either fully or partially). Billing Admin This section deals with general details relating to billing administrators. Add You can add a new billing administrator in this section. 2 Select User Manager > Billing Admins > Billing Admin > Add. Displays Add New Billing Admin form. 3 As required, enter the following personal information: FIRST NAME Identifies first name of the administrator. LAST NAME Identifies last name of the administrator. Advanced VoIP Billing System 67

79 User Manual Chapter 1 User Manager Identifies address of the administrator. TEL Identifies telephone number of the administrator. FAX Identifies fax number of the administrator. ADDRESS Identifies address of the administrator. 4 As required, enter or select the following login information: LOGIN ID Identifies login ID for the billing administrator. PASSWORD Identifies password for the billing administrator. CONFIRM PASSWORD Confirms password for the billing administrator. Billing application encrypts passwords of all administrators. ADD THIS ADMIN IN LOCATIONS FOR PREPAID CARDS SALE ALSO Indicates assigning a series of cards to this administrator/reseller by adding the billing administrator information in the Locations. This option is normally selected for a location based reseller. Whenever you sell prepaid cards in billing, there is an option to select location for the series of cards being sold. 5 Click Next. Displays limits and restrictions for the billing administrator. 6 As required, apply the following restrictions over the billing administrators: SET LIMIT OVER NEW ACCOUNT CREATION Indicates limiting this administrator for a maximum number of new user accounts that he would be able to create. If selected, enter value in the text box. SET LIMIT OVER NEW PREPAID CALLING CARDS: Indicates limiting this administrator for a maximum number of prepaid cards to be generated. If selected, enter value in the text box. Advanced VoIP Billing System 68

80 User Manual Chapter 1 User Manager MAX. AMOUNT (USD) FOR A PREPAID CALLING CARD: Indicates limiting this administrator for maximum amount (in base currency) that is allowed for a prepaid card to be generated for. If selected, enter value in the text box. Leaving it blank allows this administrator to generate cards of any amount. Advanced VoIP Billing System 69

81 User Manual Chapter 1 User Manager BILLING ADMINISTRATORʹS OWN CREDIT LIMIT(USD) FOR CLIENTʹS PAYMENTS Indicates specifying the credit limit for this administrator. The administrator is blocked if received payment reaches this limit. If selected, enter value in the text box. For example, if administrator is assigned $30 limit and has already received $30 amount from customers or by creating prepaid cards, then he/she is locked until he/she pays the amount to the main administrator to unlock the account. MAX. AMOUNT (USD) FOR ONE PAYMENT Maximum amount that this administrator can receive from a customer. If selected, enter value in the text box. If left blank, the administrator can receive any amount from customer. MAXIMUM CREDIT LIMIT(USD) ASSIGNED TO USER BY HIM/HER: Maximum credit limit value that administrator can assign to his/her customers. If selected, enter value in the text box. If left blank, any value may be given. RESTRICT THIS BILLING ADMINISTRATOR TO ITS OWN USERS? Indicates restricting billing administrator from accessing/viewing his/her own registered users. Either: [Yes] set to yes. [No] set to no. If not restricted, administrator is allowed to view customers of all other administrators. BILLING PLANS Plans to be granted to the billing administrator. Billing Administrators can be restricted to specified billing plans. The administrator can create users against granted billing plans or submit payments against granted billing plans, Select plans that you want to grant to this billing administrator. SELECT IP ADDRESSES Indicates restricting this administrator to access billing application only through a restricted list of IP addresses. You can select multiple entries here by holding Ctrl key and pressing left mouse for each selection. This section shows a list of IP addresses created in System Settings > Security > IP Address section. If selected as Any, it allows admin to access through any IP address. EXTRA IP ADDRESSES Specifies any new IP Address that may not be present in list. Multiple IPs may be given using a comma separator. SELECT ROLES FOR THIS BILLING ADMINISTRATOR Billing roles available for selection. This shows billing roles in a drop down list taken from System Settings > Security > Billing Role. If this administrator is a help desk personnel, you may create a role in billing role section for limited tasks and select that role here to limit this Advanced VoIP Billing System 70

82 User Manual Chapter 1 User Manager administrator for specific tasks only. 7 As appropriate, perform one of the following functions: Click Back to view previous page. or Click Add Login to proceed. Displays appropriate message. Edit Admin Info This section gives you facility to change any rights for a previously created administrator. 2 Select User Manager > Billing Admins > Billing Admin > Edit Admin Info. Displays Edit Administrator form. 3 As required, select the following information: SELECT ADMIN TO EDIT Administrator available for selection. 4 As appropriate, perform one of the following procedures: Click Edit Information to display Edit Billing Administrator form. Or Click Edit Password to display Change Administrator Password form. Edit Billing Administrator You can edit administrator information in this section. 1 In Edit Billing Administrator form, click Edit Information. Advanced VoIP Billing System 71

83 User Manual Chapter 1 User Manager 2 Edit required information. 3 Click Next to access the next page. 4 As required, select the following additional information: STATUS Identifies the status. Either: [Active] set to active [Inactive] set to inactive. 5 As appropriate, perform one of the following functions: Click Back to view previous page. or Click Save Changes to proceed. Appropriate message displays. Change Administrator Password You can change the administrator s password in this section: 1 In Edit Billing Administrator form, click Edit Password. 2 As required, enter the following information: OLD PASSWORD Identifies the old password for the administrator. NEW PASSWORD Identifies the new password for the administrator. Advanced VoIP Billing System 72

84 User Manual Chapter 1 User Manager CONFIRM PASSWORD Confirms the new password for the administrator. 3 Click Save Changes. Displays appropriate message. Admin Password This section is very similar to Edit Admin Info > Change Password section. However, in this you can directly change administrator password by giving the administrator login ID. 2 Select User Manager > Billing Admins > Billing Admin > Admin Password. Displays Change Billing Admin s Password form. 3 As required, enter the following information: BILLING ADMIN S LOGIN ID Identifies the login ID for the administrator. NEW PASSWORD Identifies the new password for the administrator. CONFIRM PASSWORD Confirms the new password for the administrator. 4 Click Change Password. Displays appropriate message. List This section allows you to view all or a few billing administrators registered in this application. It shows all administrators in individual sections with their corresponding roles assigned and the names of registrars. 2 Select User Manager > Billing Admins > Billing Admin > List. Billing Admins form displays. 3 As required, enter the following information: ENTER ADMIN LOGIN Identifies the administrator login. To view all administrators, leave blank. Advanced VoIP Billing System 73

85 User Manual Chapter 1 User Manager 4 Click Show. Displays required list. 5 As required, click Edit to edit the required record. Admin Payments This section deals with the payments from resellers/billing admin(s). It provides following facilities: Receive payments from administrator/reseller Bounce payment from administrator/reseller just in case of check bounce or other similar reason Modify a payment received earlier View payment receipt, and Comprehensive report on payments made during a specific duration. Advanced VoIP Billing System 74

86 User Manual Chapter 1 User Manager Add Payment You can use this form for information regarding a payment received from a billing admin/reseller. 2 Select User Manager > Billing Admins > Admin Payments > Add Payment. Receive Admins Payments form displays. 3 As required, enter or select the following information: SELECT BILLING ADMIN Billing administrator available for selection. AMOUNT Amount received in base currency. DISCOUNT Discount, if any, in base currency. MODE OF PAYMENT Payment mode available for selection. If selected Cheque, Bank and Cheque No fields display. Selecting Credit Card as mode of payment replaces fields Bank and Cheque No with Card Type and Card No. BANK/CARD TYPE Name of bank or type of card. If mode is set to check/credit card, you can specify type of the card or bank. CHEQUE NO/CARD NUMBER Specifies the cheque/card number, if payment mode selected is credit card or check. REMARKS Any comments regarding payment/admin to re memorize this payment information. Advanced VoIP Billing System 75

87 User Manual Chapter 1 User Manager 4 Click Next to display confirmatory information. 5 Review the information. 6 As appropriate, perform one of the following procedures: Click Back to display previous page. Or Click Submit Payment to display payment receipt in printable format. Advanced VoIP Billing System 76

88 User Manual Chapter 1 User Manager Bounce Payment This section is used to debit amount from admin balance incase admin makes payment using check and payment is bounced back. 2 Select User Manager > Billing Admins > Admin Payments > Bounce Payment. Bounce Admins Payments form displays. 3 As required, enter or select the following information: SELECT ADMIN Administrator/reseller for whom this payment is made available for selection. PAYMENT ID Unique payment identifier that billing assigns to every admin payment made through Receive Admins Payments form. CHEQUE NO Check number of the administrator s bank account. 4 Click Next. Displays confirmatory information. 5 Review the information on the payment made and administrator balance before and after bounce. 6 As appropriate, perform one of the following procedures: Click Back to display previous page. or Click Submit Payment to display appropriate message. Advanced VoIP Billing System 77

89 User Manual Chapter 1 User Manager Edit Payment This section provides facility to edit payment received. 2 Select User Manager > Billing Admins > Admin Payments > Edit Payment. Edit Admins Payments form displays. 3 As required, select the following information: FROM Starting date of the date range. TO Ending date of the date range. SELECT ADMIN Administrator/reseller for whom this payment is made available for selection. 4 Click Next. Displays list of payments received from this admin during selected time interval. 5 As required, edit record by clicking on the Payment ID field. View Payment If admin is changed during payment editing, respective amount is transferred from old admin account balance to newer one. You can view a payment using the payment ID, generated by billing when payment is received. 2 Select User Manager > Billing Admins > Admin Payments > View Payment. View Admins Payments form displays. 3 As required, enter the following information: ADMIN S PAYMENT ID Identifies the payment ID of the administrator. Advanced VoIP Billing System 78

90 User Manual Chapter 1 User Manager 4 Click View Payment. Payment receipt displays in printable format. Payment Reports This section provides reporting for payments received or modified for a selected time interval. 2 Select User Manager > Billing Admin > Admin Payments > Payment Reports. Displays Admin Payment Reports form. 3 As required, select the following information: FROM Starting date of the date range. TO Ending date of the date range PAYMENTS REPORT Indicates specifying further fields for generating Payments Report. USAGE REPORT Indicates specifying further information for generating Usage Report. Selecting this hides the Mode of Payment and Payment Status fields. SELECT ADMIN Billing administrator available for selection. Advanced VoIP Billing System 79

91 User Manual Chapter 1 User Manager MODE OF PAYMENT Mode of payment available for selection. Either: [All] set to all [Cash] set to cash [Cheque] set to cheque [Credit Card] set to credit card [Discount] set to discount [Free Bonus] set to free bonus [Prepaid Card] set to prepaid card [Return Prepaid Card] set to return prepaid card [Wire Transfer] set to wire transfer. PAYMENT STATUS Payment status available for selection. Either: [All] set to all payments. [Bounced] set to bounced payments [Not Bounced] set to successful payments. 4 Click Get Report. Displays specified report. Payment Report Admin s Usage Report Advanced VoIP Billing System 80

92 User Manual Chapter 1 User Manager Agents [Enterprise Edition] Advanced VoIP Billing System supports multilevel marketing with this powerful option for managing agents. Agents are secondary level administrators and can manage the billing system independently, yet still be monitored by the main administrator of the billing system. Agents are required for managing franchises with each outlet/franchise having its respective administrator (agent) that manages and runs an entirely independent billing system. The main administrator is authorized to keep restrictions on agents. For example, the main administrator can control the number of users for an agent, the maximum limit of cash transaction for an agent and its customer, the maximum amount/value of a prepaid card, etc. However, these options are again flexible and not mandatory. An agent can manage/create his/her own hierarchy of customers/agents, follow respective billing model and, thus, can assign respective billing rates, etc. Any strategies defined by the created hierarchy of agents or customers are transparent to this agent or other agents. An agent can create resellers or other billing administrators to monitor respective customers. However, further agents cannot be created. On the other side, an agent may act as a prepaid or postpaid customer for another agent, which can assign other limitations, too. If agent balance expires, all agent users are blocked from using the service. Billing Agent This sub module refers to information regarding billing agents. Before creating an agent, you need to create a rate plan for the agent and a billing plan/package or can use existing billing plan. This plan is used to charge the agent for a call made by agent s customer. You may also have to create a billing role before, if you want to restrict agent to use specific tasks in billing. Add This option deals with adding new agents to the billing system. To add new agents: 2 Select User Manager > Agents > Billing Agent > Add. Add New Billing Agent form displays. 3 As required, enter the personal information of the billing agent: FIRST NAME First name of the agent to be registered with the billing system. The name can be a combination of any alphanumeric characters. LAST NAME Last name of the agent to be registered with the billing system. The name can be a combination of any alphanumeric characters. Advanced VoIP Billing System 81

93 User Manual Chapter 1 User Manager TEL. Telephone number used for contacting the agent (optional). FAX Fax number used to fax any information to the agent (optional). A valid address of the agent. ADDRESS Address (location/postal) of the agent. 4 As required, enter the following login information of the Billing Agent: LOGIN ID Login identification of the agent, which is used by the agent to login to the billing system. This ID can be used to retrieve the information related to the agent. It can be a combination of up to 15 alphanumeric characters without spaces in between, for example John1, Smith_123, etc. This ID is used while searching an agent. PASSWORD Password for the agent. It can be a combination of any alphanumeric characters of length greater than 2 and less than or equal to 15. This password is required for authentication purposes, such as logging in to the billing system. CONFIRM PASSWORD Re enter the password, as entered in the Password field, for security check. 5 As required, select the following restrictions for the billing agent: Even though agents act as administrators, restrictions can be applied to them. These are not mandatory but can be used if required. Each field has a check box against it. Select the respective check box against the field you want to set up for restrictions else uncheck it. 6 Click Next. Account Information page displays. 7 As required, enter or select the account information: SET LIMIT OVER NEW ACCOUNT CREATION Indicates restricting the number of clients an agent can have. Any positive number specified is set as the upper limit for the number of users/clients an agent can have. Advanced VoIP Billing System 82

94 User Manual Chapter 1 User Manager SET LIMIT OVER NEW PREPAID CALLING CARDS Indicates restricting the number of pre paid cards that an agent can generate. MAX. AMOUNT (USD) FOR A PREPAID CALLING CARD Indicates restricting the amount/value of the prepaid cards. This means you can specify the maximum value for a prepaid card and no card will have a value greater than this value. For an unlimited amount keep the field unchecked or enter 0. BILLING AGENTʹS OWN CREDIT LIMIT (USD) FOR CLIENT S PAYMENTS Indicates specifying extra credit for the agent, other then the amount he has paid or he is allowed to use for his customers. For instance, an agent making payments of $500 is allowed to generate cards for that amount and when this limit is reached, the correpsonding callers are not allowed to make any more calls. However, if we specify a credit value of $100, then after reaching the 500 value target, the callers can further make calls of $100. When this credit limit ends, the calls are blocked. MAX. AMOUNT (USD) FOR ONE PAYMENT This is the maximum amount of payment an agent can receive from his customer. No payment more then this value is entertained. For an unlimited amount either leave the field unchecked or enter 0. MAXIMUM CREDIT LIMIT (USD) ASSIGNED TO USER BY HIM/HER This specifies the maximum credit limit an agent can assign to a customer. SELECT ROLES FOR THIS BILLING AGENT This specifies the role of the agent being registered. SELECT CURRENCY Currency type for making and receiving payments available for selection. SELECT BILLING PLAN FOR THIS AGENT Pre defined billing plans according to which the agent will be charged available for selection. The agent can further define any type of plans and rates for his customers but he himself will be billed according to this billing plan/scheme. 8 Click Add Agent to successfully register a new agent. Appropriate message displays. Edit In case, agent under same name already exists, an error message is displayed. This sub module deals with the editing options for the billing agents. To use these editing options: 2 Select User Manager > Agents > Billing Agent > Edit. Edit Agent form displays. Advanced VoIP Billing System 83

95 User Manual Chapter 1 User Manager 3 As required, select the following information for editing agent: SELECT AGENT TO EDIT Agent available for selection whose information needs to be edited or updated. EDIT INFORMATION Displays Edit Billing Agent form. EDIT PASSWORD Displays Change Agent Password form. Advanced VoIP Billing System 84

96 User Manual Chapter 1 User Manager Edit Billing Agent Form Using Edit Billing Agent form to handle editing information for the billing agent: 1 On Edit Agent form, click Edit Information. Edit Billing Agent form displays. 2 As required, enter the personal information of the billing agent: LOGIN ID Login identification of the agent, which is used by the agent to login to the billing system. FIRST NAME First name of the agent to be registered with the billing system. LAST NAME Last name of the agent to be registered with the billing system. The name can be a combination of any alphanumeric characters. A valid address of the agent. TEL. Telephone number used for contacting the agent. FAX Fax number used to fax any information to the agent. ADDRESS Address (location/postal) of the agent. 3 Click Next. Account information page displays. 4 As required, edit account information for the billing agent. Advanced VoIP Billing System 85

97 User Manual Chapter 1 User Manager 5 Select the following additional information: STATUS Identify status options. Either: [Active] set to active [Inactive] set to inactive. If inactive, no customer of this agent is allowed to call. You can set this value or agent is automatically inactive when his balance reaches zero limit. 6 Click Save Changes to successfully save changes. Change Agent Password Form Using Change Agents Password form to handle password changes: 1 On Edit Agent form, click Edit Password. Change Agent Password form displays. 2 As required, enter the following information: OLD PASSWORD Identifies old password to be changed from. NEW PASSWORD Identifies new password to be changed into. CONFIRM PASSWORD Confirms the new password 3 Click Save Changes to save changes in the form. Agent Password This option is used for changing an existing agent s password. The difference between this option and change agent password option that is present in the Edit Agent form is that from here you can change agent password without entering his/her old password. Only agent login ID is required. Proceed as follows: 2 Select User Manager > Agents > Billing Agent > Agent Password. Change Billing Agent s Password form displays. 3 As required, enter the following agent information: BILLING AGENT S LOGIN ID Identifies agent s login ID. Advanced VoIP Billing System 86

98 User Manual Chapter 1 User Manager NEW PASSWORD Identifies new password. CONFIRM PASSWORD Identifies new password again for authentication. CHANGE PASSWORD Saves changes and displays appropriate message. List This option is used for searching and listing down agents based on the agent s login ID. To list agents: 2 Select User Manager > Agents > Billing Agent > List. Billing Agents form displays. 3 As required, enter the following information: ENTER AGENT LOGIN Login ID for an agent to be searched. If complete listing of existing agents is required, leave it blank. 4 Click Show to display a list of required agent(s). List of billing agents displays. 5 Click Edit to display Edit Billing Agent form. Appropriate message displays in case required agent does not exist. Agent Payments This sub section is used to manage different operations of agent payments. The agent payments information, after receiving the payments, is stored in this sub section. Add Payment Using Receive Agents Payment form to add payments: Advanced VoIP Billing System 87

99 User Manual Chapter 1 User Manager 2 Select User Manager > Agents > Agent Payments > Add Payment. Receive Agent Payments form displays. 3 As required, enter or select the following agent payment information: SELECT BILLING AGENT Agent from whom you have received the payment available for selection. AMOUNT Amount received in US Dollars. DISCOUNT Value of discount in US Dollars. MODE OF PAYMENT Mode of receiving payment available for selection. Selecting Credit Card displays fields Bank and Cheque Number fields. Selecting Credit Card displays Card Type and Card Number fields. BANK Name of the agent s bank if the payment is received in the form of a cheque. CHEQUE NO The corresponding cheque number if the payment is received in the form of a cheque. CARD TYPE Identifies Agent s Credit Card type if the payment is received via credit card. CARD NUMBER The corresponding credit card number if the payment is received via credit card. REMARKS Any remarks regarding the received payment (optional). Advanced VoIP Billing System 88

100 User Manual Chapter 1 User Manager 4 Click Next to view confirmation page. 5 Review the following information: PAYMENT DATE Date of payment. BILLING AGENT Login / name of billing agent. MODE OF PAYMENT Mode of receiving payment available for selection. Either: [Cash] set to cash [Cheque] set to cheque [Credit Card] set to credit card [Wire Transfer] set to wire transfer. BANK/CARD TYPE Name of the agent s bank if the payment is received in the form of a cheque or the credit card type if the payment is received through a credit card CHEQUE NO/CARD NUMBER The respective cheque number if the payment is received in the form of a cheque or the credit card number if the payment is received through a credit card. PAYMENT AMOUNT Identifies the payment amount. DISCOUNT Value of discount in US Dollars. NET PAYABLE AMOUNT Total amount after discount. REMARKS Any remarks regarding the received payment. 6 As appropriate, perform one of the following procedures: Click Back to view previous page. Or Click Submit Payment to display the payment receipt. Advanced VoIP Billing System 89

101 User Manual Chapter 1 User Manager Whenever a payment is made, the received payment information is saved and is assigned a new Payment ID. This Payment ID is used for editing and viewing purpose. Bounce Payment A bounced back payment is an unsuccessful payment. This form is used for the payments made through a bank cheque, incase, the cheque is bounced back. You can assign the status of that payment as a Bounced Back payment. Once a payment is bounced back, for a successful transaction, a new entry needs to be created for it. 2 Select User Manager > Agents > Agent Payments > Bounce Payment. Bounce Agent Payment form displays. 3 As required, enter or select the following information: PAYMENT ID Identification of the bounced payment. This is the ID generated and assigned to the payment when it is being stored in the billing system. CHEQUE NO Cheque number of the bounced payment. SELECT AGENT Agent whose payment is bounced back available for selection. SUBMIT Displays information of bounced payment. 4 As appropriate, review the following information: PAYMENT DATE Date of payment. PAYMENT ID Identification code of payment. AGENT NAME Name of agent from whom the payment was received. AGENT ADDRESS Address of agent from whom the payment was received. MODE OF PAYMENT Mode of receiving payment available for selection. Either: Advanced VoIP Billing System 90

102 User Manual Chapter 1 User Manager [Cash] set to cash [Cheque] set to cheque [Credit Card] set to credit card [Wire Transfer] set to wire transfer. BANK/CARD TYPE Name of the agent s bank if the payment is received in the form of a cheque or the credit card type if the payment is received through a credit card CHEQUE NO/CARD NUMBER The respective cheque number if the payment is received in the form of a cheque or the credit card number if the payment is received through a credit card. PAYMENT AMOUNT Amount of payment received. DISCOUNT Discount on the payment, if provided any. NET PAID AMOUNT Net amount after the discount. CURRENT PAYMENT Identifies the current payment. BALANCE AFTER BOUNCING Identifies the remaining amount after bouncing of cheque. REMARKS Any remarks regarding the received payment. 5 As appropriate, perform one of the following procedures: Click Back to display the previous page. Or Click Bounce Payment to save information of the bounced payment. All payments and discounts are in US Dollars. Edit Payment Agents payments can be edited using this form: 2 Select User Manager > Agents > Agent Payments > Edit Payment. Edit Agent Payments form displays. 3 As required, select the following information: FROM Starting date of the date range. Advanced VoIP Billing System 91

103 User Manual Chapter 1 User Manager TO Ending date of the data range. SELECT AGENT Agent whose payments need to be edited, available for selection. 4 Click Next. Displays a list of all payments falling between the specified dates and for the respective agent. 5 Review the following information: SR. NO Identifies the serial number of the record. PAYMENT ID Identifies the payment ID. AMOUNT (USD) Identifies the amount in US dollars. DISCOUNT (USD) Identifies the discount provided in US dollars. AGENT NAME Identifies the agent name. You can edit the payment information by clicking the ID under the field Payment ID. It displays a form containing the payments information. 6 Click Payment ID to edit agent payments. 7 Edit required information. 8 As appropriate, perform one of the following functions: Click Back to view previous page. Or Click Next to proceed. Advanced VoIP Billing System 92

104 User Manual Chapter 1 User Manager 9 As appropriate, perform one of the following functions: Click Back to view previous page. Or Click Save Changes to proceed. Agent s Payment receipt displays. Advanced VoIP Billing System 93

105 User Manual Chapter 1 User Manager View Payment To view agents payments: 2 Select User Manager > Agents > Agent Payments > View Payment. View Agent Payments form displays. 3 As required, enter the following information: AGENT S PAYMENT ID Agent s payment receipt ID to be displayed. 4 Click View Payment. Displays agent s payment receipt. If the ID is a valid number, and exists, then the payment receipt is displayed otherwise a suitable message will be shown. Payment Reports Payment reports are relevant to agents only and the administrator can view information pertaining to one or many agents. Information regarding the agents can be displayed in User Manager > Agents > Agents Reports section. The agent s customers information is displayed along with the reports. Using this form to view agent payments: 2 Select User Manager > Agents > Agent Payments > Payment Reports. Agent Payments Reports displays. Advanced VoIP Billing System 94

106 User Manual Chapter 1 User Manager 3 As required, enter or select the following information: FROM Starting date for the payment(s). TO Ending date for the payment(s). SELECT AGENT Agent whose payment reports need to be viewed available for selection. SELECT PAYMENT MODE Mode of payments available for selection. Either: [All] set to all [Cash] set to cash [Cheque] set to cheque [Credit Card] set to credit card [Discount] set to discount [Free Bonus] set to free bonus [Prepaid Card] set to prepaid card [Return Prepaid Card] set to return prepaid card [Wire Transfer] set to wire transfer. PAYMENT STATUS Payment status available for selection. Either: [All] set to all payments [Bounced] set to bounced payments [Not Bounced] set to payments not bounced. 4 Click Get Report. Displays Agent Payment report. If no report exists, it displays respective message. To view previous page, click Back. Advanced VoIP Billing System 95

107 User Manual Chapter 1 User Manager Agent Reports This section deals with viewing various agent reports. The reports are broadly categorized and based on cards, accounts, sales and usage information. Although these reports are mainly based on information of the agent, they also provide information of the customers of that agent. Accounts Reports You can view account reports using this form. 2 Select User Manager > Agents > Agent Reports > Accounts Reports. Accounts Reports (Agents) form displays. 3 As required, enter or select the following information: FROM Starting date for the account report to be viewed. TO Ending date for the account report to be viewed. SELECT BILLING AGENT Billing agent whose report needs to be viewed available for selection. ACCOUNTS TYPE Type of account for which a report needs to be viewed. Either: [Normal Customers] set to normal customers [Prepaid cards] set to prepaid cards. CUSTOMERS TYPE Type of customer for which a report needs to be viewed available for selection. Either: [Retailers] set to retailers [Wholesalers] set to wholesalers. ACCOUNT NUMBER Specifies the upper and lower limit for the account numbers to be searched; lower limit number in the From field and the upper limit in the To field. The accounts will be searched within this range of account numbers. CURRENT BALANCE + CREDIT LIMIT Specifies search for accounts based on their current balance and credit limit by entering a sum of these two amounts as an upper and lower limit respectively; lower limit in the From field and the upper limit in the To field. The accounts are searched within this range of balance amount. Advanced VoIP Billing System 96

108 User Manual Chapter 1 User Manager REPORTS Select any of the account reports. Either: [Accounts Creation Report] shows all the accounts created in the dates as specified in the date s respective fields (upper and lower limit range) based on the other criteria such as agent, account type, customer type etc. Up and Down arrows are used to arrange the list in ascending and descending order. Up for ascending and Down for Descending. [Accounts Deactivation Report] shows all the accounts deactivated in the dates as specified in the date s respective fields (upper and lower limit range), also based on the other criteria such as agent, account type, customer type etc. [Deleted Accounts Report] shows all the accounts deleted in the dates as specified in the date s respective fields (upper and lower limit range), also based on the other criteria such as agent, account type, customer type etc. Advanced VoIP Billing System 97

109 User Manual Chapter 1 User Manager Card Reports This form can be used for reviewing prepaid card reports. 2 Select User Manager > Agents > Agent Reports > Card Reports. Prepaid Cards Reports form displays. 3 As required, select the following information: FROM Starting date for the prepaid cards report to be viewed. TO Ending date for the prepaid cards report to be viewed. SELECT BILLING AGENTS Select the billing agent whose report needs to be viewed. The above mentioned fields are used as the search criteria for report generation. REPORTS Reports generated for prepaid cards: [Card Series Report] shows the information of all the card series generated within selected dates. [Cards Activation Report] shows only those cards that are used for first time by the customer in selected dates. It shows the activation (First usage) date of the prepaid cards. [Cards Sale Report] shows only those cards that are sold to different locations (outlets, sales points) in the selected dates. [Cards Summary Report] shows information of all the cards generated in the specified dates. It gives summarized information of all the generated cards, sold cards, available cards etc. [Payment Report] shows information about payments received by the locations (outlets, sales points etc) according to the selected dates. [Location Transaction Report] shows the information about the credit and debit of location balance. [Deleted Cards Report] shows the information about all the deleted prepaid cards in the specified dates. 4 Click Get Report to get the corresponding report. Advanced VoIP Billing System 98

110 User Manual Chapter 1 User Manager Sales Reports (Agents) This form can be used for reviewing sales reports. 2 Select User Manager > Agents > Agent Reports > Sales Reports. Sales Reports (Agents) form displays. 3 As required, enter or select the following information: FROM Starting date for the sales report to be viewed. TO Ending date for the sales report to be viewed. SELECT BILLING AGENTS Billing agent whose report needs to be viewed available for selection. SELECT PAYMENT MODE Mode of payments available for selection. Either: [All] set to all [Cash] set to cash [Cheque] set to cheque [Credit Card] set to credit card [Discount] set to discount [Free Bonus] set to free bonus [Prepaid Card] set to prepaid card [Return Prepaid Card] set to return prepaid card [Wire Transfer] set to wire transfer. ACCOUNT NUMBER Specifies the upper and lower limit for the account numbers amongst which the sales report is to be searched; lower limit number in the From field and the upper limit in the To field. These are the account numbers of the clients of the selected agent. PAYMENT AMOUNT Range of the payment amount amongst which the sales report is searched; the lower limit in the From field and the upper limit in the To field. PAYMENT RECEIPT ID A particular sales ID of a receipt to be searched. Advanced VoIP Billing System 99

111 User Manual Chapter 1 User Manager PAYMENT RECEIPT REF. NO Payment receipt s reference number. This reference ID is the one as displayed in the Receive Payment form in User Manager > Customers > Payments > Receive section. (Field entitled Receipt Ref. # ). EXCLUDE PAYMENTS Indicates view reports without the payments. EXCLUDE DISCOUNTS/BONUSES Indicates not to view any information regarding Discounts/Bonuses. REPORT TYPES Type of reports that can be viewed. Each report has its own format and information: [Detailed] view detailed information. [Account Wise] set to summarized report based on the accounts information. [Plan Wise] set to only reporting a summarized view of the plans based sales. [Location Wise] set to report based on the location. Advanced VoIP Billing System 100

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113 User Manual Chapter 1 User Manager [Payment Mode Wise] set to report based on the mode of payment. [Billing Admin Wise] set to report based on the billing administrator s information. It lists the administrator s name along with the total amount expressed in US Dollars. 4 Click Get Report to launch the required report. Gateway Reports You can use this section to view gateway reports. 2 Select User Manager > Agents > Agent Reports > Gateway Reports. Gateways Reports form displays. 3 As required, enter or select the following information: FROM Starting date of the date range. TO Ending date of the date range. TRAFFIC TYPE Traffic type available for selection. CALL TIME Start and end time of call. ONLY SUCCESSFUL CALLS Indicates charging only successful calls i.e. call duration of more than zero seconds. ASR/ACD REPORT (GATEWAY WISE) Identifies ASR/ACD (gateway wise) report. Advanced VoIP Billing System 102

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115 User Manual Chapter 1 User Manager ASR/ACD REPORT (ACCOUNT WISE) Identifies ASR/ACD (account wise) report. ASR/ACD REPORT (DESTINATION WISE) Identifies ASR/ACD (destination wise) report. CALLS DETAILED REPORT Identifies calls detailed report. 4 Click Get Report. Displays desired report or appropriate message. Advanced VoIP Billing System 104

116 User Manual Chapter 1 User Manager Usage Reports You can launch reports related to usage by the following procedure: 2 Select User Manager > Agents > Agent Reports > Usage Reports. Usage Reports (Agents) form displays. 3 As required, select the following information: FROM Starting date for the usage report to be viewed. TO Ending date for the usage report to be viewed. SELECT BILLING AGENTS Billing agent whose report needs to be viewed. ONLY SUCCESSFUL CALLS This option applies to all reports. Select if you need to view any report containing information of successful calls i.e. calls with time duration more than zero, otherwise, if you want to view reports for all calls successful/unsuccessful then do not select this option. REPORTS Reports for usage. Either: [Usage Report Account Wise] shows a report based on the clients account. The clients are the customers for the selected agent. Advanced VoIP Billing System 105

117 User Manual Chapter 1 User Manager [Usage Report Plan Wise] shows a usage report based on the plan to be used for billing/charging the clients (customers of the selected agent). [Usage Report Channel Wise] shows a usage report based on the channels/ports being used by a user. Thus, this report shows the usage per port for a customer. [Usage Report in Detail] shows report for the usage by customer(s) of the selected agents. This is a bit more detailed report as compared to the rest of the reports which focus on specific information. Advanced VoIP Billing System 106

118 User Manual Chapter 1 User Manager [Connected Users Report] shows the usage by the users who have connected with the system by specifying a certain date and time in the Select Date Time field. [Lapsed Amount Report] shows the usage information of all those customers the time for whom has expired and cannot make any further calls. Lapsed time is the expiry time. 4 Click Get Report to launch corresponding report. Search Usage Using this form to search usage: 2 Select user manager > Agents > Agent Reports > Search Usage. Search Usage form displays. 3 As required, enter or select the following information: FROM Starting date for the search usage report to be viewed. TO Ending date for the search usage report to be viewed. SELECT BILLING AGENTS Billing agent whose report needs to be viewed available for selection. PRINT COST Indicates viewing the cost of usage. It has further options: [customer] set to the cost incurred on the customer or the cost payable to us (the system/admin). [internal] set to internal cost incurred on the system/administration to be paid to the service provider. [customer/internal/profit] set to all three costs; on customer, system/administration and profit earned. Advanced VoIP Billing System 107

119 User Manual Chapter 1 User Manager If the Print Cost option is not selected then none of the above mentioned costs can be viewed. CALL LENGTH Indicates report based on the call length. Either: [Customer/Originator] set to call length for customer/originator [Internal/Terminator] set to call length for internal/terminator [Actual] set to actual call length. DISPLAY FORMAT Display format for time in which you prefer to view the time. Either: [MI:SS] set to time displayed in Minutes:Seconds format [HH:MI:SS] set to time displayed in Hours:Minutes:Seconds format. TRAFFIC TYPE Type of traffic for viewing a report. Either: [Inbound] set to inbound [Outbound] set to outbound. PARTNER TYPE Type of partner (recognized and registered authority) for whom you need to view the report available for selection. Either: [Originators] set to originators for inbound [Terminators] set to terminators for outbound. TRAFFIC FOR Reports on basis of the types of traffic. Either: [All Accounts] set to view report for the traffic of all accounts [Registered Accounts] set to view report for registered accounts (in this case enter the account value in the input box) [Unregistered Accounts] set to view report for the unregistered accounts Since traffic is both ways; inbound/outbound and generated from various sources, therefore, you can also get a listing of the unregistered accounts traffic information. CALLING ID Identifies the calling ID. This ID is the Calling ID (ANI/Technical Prefix) which is assigned during user registration with the billing system. CALLING NUMBER Number initiating the call. CALLED NUMBER Number that has been called. CALLED NUMBER PREFIX Prefix of the number that has been called. CALL TIME Duration of the call; specify the lower limit in the first data field box and the upper limit in the second input box. ONLY SUCCESSFUL CALLS Indicates viewing the calls with a duration greater than zero second i.e. all the successful calls. Advanced VoIP Billing System 108

120 User Manual Chapter 1 User Manager 4 Click Get Report to launch the required report. Advanced VoIP Billing System 109

121 User Manual Chapter 2 Billing Presets Chapter 2 Billing Presets This chapter includes Plan/Package Prepaid Cards Multi Services This chapter gives detailed information about billing plans/packages, also known as tariffs and Prepaid Cards. Plan/Package A billing plan/package (also known as a tariff) is used as the basis for defining billing of the customers for the calls they make i.e. a plan defines billing for a certain location, a certain amount to be charged from the customers, the charging slots/time period and charging schemes. Billing plans need to be assigned to customers at the time of customer creation. Hence, one can create any type of plan according to business requirements. You can create an unlimited number of plans, however, one customer account can only be assigned one billing plan at a time. A customer can also refresh his/her account against a different billing plan. The plans maybe categorized as: PIN Based System The system in which a customer is identified on the basis of the PIN number of the prepaid card, already stored in the database of the service providers, is known as the PIN Based system. PIN Less System The system in which the customer is identified on the basis of his/her CLI / ANI / IP Address / MAC Address, is known as the PIN Less System. Advanced VoIP Billing system caters for both these systems. You simply need to add customers with a plan assigned to them and they are, automatically, identified for their category (PIN Based/PIN Less) and billed accordingly. In the semblance of the Plan/Package menu you can see that there are certain options available to facilitate the plan creation and configuration, each with its own submenu. The main categories for setting a plan/package are: Plan Call Origination Destination Rates Charge Head Services Advanced VoIP Billing System 110

122 User Manual Chapter 2 Billing Presets Hourly Rate Traffic Rate Plan This option caters for handling options related to the plan schemes. Add You can add plan schemes: 2 Select Billing Presets > Plan/Package > Plan > Add. Add New Plan form displays. 3 As required, enter or select the following information: PLAN NAME Identifies a meaningful unique name consisting of alphanumeric characters for the plan. Advanced VoIP Billing System 111

123 User Manual Chapter 2 Billing Presets SELECT CHARGE HEADS Charge head(s) available for selection, if you want to receive the payment of some charges besides the call rate from the customer. Charge Heads are additional charges required for a customer needs to pay in a defined period of time. Click to add new Charge Head. Opens Add New Charge Head form. These are the fixed charges deducted from a customer. It could be a charge deducted only once e.g. registration fee, or can be deducted many times, such as, after certain number of days. To select more than one charge heads press the Ctrl key and choose the charge heads. To add a charge head in the list, select Billing Presets > Plan/Package > Charge Head > Add. The charge heads amount is automatically deducted from the customers balance after the period specified in the charge head(s). An unlimited plan can be expired by a charge head. For example, if you want to set expiry of an unlimited plan as 1 month, then add a charge head with Default Amount equal to the plans amount, with Period Type equal to Months and Period Length equal to 1 including the charge head in this plan. After one month the charge headʹs amount is deducted from the customers balance. BILLING SERVICE Billing service for plan available for selection. Click form. to add new Billing Service. Opens Add New Service PLAN TYPE Identifies type of plan, either it is for voice billing or data/multi service billing INVOICE AUTO GENERATION If you want to automatic invoice generation then select Yes else No. Selecting Yes for auto invoice generation also allows you to generate invoice manually as well 4 As required, select Default Values and enter or select the following information: DEFAULT AMOUNT Fixed charge apart from the other billing charges to be billed in US Dollars. Either: [Open] set to open. [Fix] set to fixed. [Greater] set to greater. Open Customer can be billed less than, equal to or greater than the Advanced VoIP Billing System 112

124 User Manual Chapter 2 Billing Presets amount specified as the default amount. For example, if default amount entered is 5$ then customer can be charged less than, equal to or greater than US $5. Fix Customer must be billed an amount equal to the default amount. Considering previous example, the customer is charged US $5. Greater The customer can be billed an amount that is equal or greater than the default amount. Considering previous example, the customer is charged greater than US $5. BONUS Identifies value not to be deducted from the payable amount of customer. The Bonus value can be specified as a fixed amount and percentage. BONUS IS IN % OF USERʹS PAYMENT Indicates assigning the bonus amount in percentage. With this field, different bonus schemes like 10% free hours, 50% free hours, buy one get one free etc. can be implemented in the billing plan. The default value of the field is zero which means no bonus will be assigned against this billing plan. DISCOUNT Identifies the discount to be assigned. DISCOUNT IS IN % OF USERʹS PAYMENT Indicates assigning the discount amount in percentage CREDIT LIMIT Identifies credit limit of the customer. LOCK BALANVE (BALANCE + CREDIT LIMIT) Identifies amount which is the sum of balance and credit limit. LAPSE AFTER Identifies number of days before the expiry of the plan (only for a limited billing plan), otherwise leave it null or enter zero. For example, if you create a limited billing plan for 30 lapse days and provide 100 hours in a plan but the customer does not use the 100 hours before 30 days, then after 30 days the customer will not be able to use his account and his remaining hours will be lapsed. On the other hand, if a customer uses the 100 hours before the 30 days, his account is locked as soon as his 100 hours get completed. 5 As required select Alert Settings. On selecting this field the following field appears: [Enterprise Edition] WELCOME ALERTS address available for selection if you want to send a welcome alert to your customer. Advanced VoIP Billing System 113

125 User Manual Chapter 2 Billing Presets For more information about alerts, go to System Settings > System Conf > s section. SELECT LOW CREDIT address available for selection to send low credit alerts to your customer. NO. OF S Number of low credit alerts to be sent to the customer. REMAINING CREDIT Value of the remaining credit at which the low credit should be sent to the customer, incase of a limited plan. This, automatically, sends a low credit to your customer when his/her credit limit reaches the value specified in this field. 6 As required, select Auto Recharge Settings and enter or select the following information: SHOW THIS PLAN ON ONLINE CLIENT REGISTRATION/PAYMENT PAGES Indicates setting whether the plan s information should be displayed on the client s billing interfaces (for those clients who registered online with this system). RECHARGE HOW MANY TIMES Identifies the number of times to recharge the account through credit card. BALANCE WHEN CREDIT CARD WILL RECHARGE Amount of balance at the time the credit card is to be recharged. AMOUNT TO BE RECHARGED Identifies the amount to recharge the credit card with. DESCRIPTION TO BE SHOWN ON CLIENT REGISTRATION PAGES Description of the plan displayed on the client registration/payment pages. 7 Click Next It displays the following form: Advanced VoIP Billing System 114

126 User Manual Chapter 2 Billing Presets PIN PREFIX Identifies PIN prefix (optional) for a PIN based plan. Maximum five digits can be specified. This PIN prefix will be concatenated in front (left hand side) of the prepaid cards PIN generated in the Billing Presets > Prepaid Card > Generate Cards section. Suppose the PIN prefix is 123, then PIN generated for the customers of this plan may be , , etc. The purpose of the Prefix is to serve as an identification mark e.g. it can identify a certain group or some location/region. IVR CHARGES Specify IVR charges in this field DID SETTINGS [Prepaid] Select in case of prepaid billing [Postpaid] Select in case of postpaid billing DATA PLAN SETTINGS [Hourly Rate] Identifies hourly rates [Traffic Rate] Identifies traffic based rates [Progressive rates] Identifies progressive rates CAN ALL BILLING ADMINS ACCESS THIS PLAN Indicates if you want all the billing administrators to access the billing plan currently being created. Either: [Yes] set to yes. [No] set to no. To activate the access of the administrators in the Can all Billing Admins access this Plan? field, go to the Billing Presets > Plan/Package > Plan > Access Permissions section and grant access to specified billing administrators. BY DEFAULT SELECTED IN CLIENT REGISTRATION FORM Indicates to make this plan your default plan so that all new customers will be automatically assigned this plan. Either: [Yes] set to yes. [No] set to no. 8 As required, perform one of the following procedures: Click Assign Billing Rates to display Add Billing Scheme form in which you can define the scheme name and its activation date. Advanced VoIP Billing System 115

127 User Manual Chapter 2 Billing Presets 9 As required, enter or select the following information: BILLING SCHEME NAME Identifies billing scheme name. SELECTION ACTIVATION DATE Identifies activation date and time. The activation date is the time from when this scheme will be in effect and it can be set to any date in present or future, for instance it is also possible for you to define a scheme at present but to activate it in future to take effect. 10 Click Next. Displays the following form: Click to add new Access Number/Origin/Destination Rate Plan. It Opens Add Access Number/Add Origin/Add Destination Rate Plan respectively. 11 As required, select the following information: Here you can add various options within the scheme. You can create billing options just for a particular day, for all days of a week, for a certain access number and for all or certain time duration. ACCESS NUMBER Number representing the sort of service used by the user. Click to add new Access Number. Opens Add Access Number form. For example, a user wants to use an ISP service and may need to dial 131. This access number may be preset at System Settings > System Conf > Access Numbers. SELECT ORIGIN Call origin available for selection. Similar to the call destination information you can also define the call origination info as well and keep track of the call origin to keep a check whether the customer from a certain origin is allowed to make calls or not. This value may be preset at Billing Presets > Plan/Package > Call Origin. Advanced VoIP Billing System 116

128 User Manual Chapter 2 Billing Presets Click form. to add new call origin. Opens Add New Call Origin WEEK DAY Week day at which this scheme takes effect available for selection. SELECT TIME Time duration at which this scheme takes effect available for selection. [From] set to the starting value [To] set to the ending value. PLEASE SELECT RATE PLAN FOR ABOVE SELECTION CRITERIA Select a rate plan from the list of available rate plans for selection. Click form. to add new rate plan. Opens Define New rate plan Selecting Next opens following screen: You can create various options within one scheme for various day and time durations. There is also a possibility that there is no general scheme, and some day/time slots have been left out. For instance, if we set a billing rate only for Friday for all callers (and no other settings are defined), the caller will not be able to make a call on any other day. [Add & Finish] select to only add the specified plan. [Add & Assign More Billing Schemes] select to add the specified plan and also to assign more billing schemes to this plan. [Add & Assign More Rate Plans] select to add the specified plan and also to assign more rate plans. Plans List You can view list of plans and their associated plans via the following procedure: Advanced VoIP Billing System 117

129 User Manual Chapter 2 Billing Presets 2 Select Billing Presets > Plan/Package > Plan > Plans List. Displays following screen. 3 As required, select the following information: SELECT PLAN TO EDIT Billing plan to be edited available for selection. 4 Click Save Changes To Edit. Advanced VoIP Billing System 118

130 User Manual Chapter 2 Billing Presets 5 As required, edit the required fields. 6 As required, select the following additional option: DO YOU WANT TO DEACTIVATE THIS PLAN, SO THAT IT WILL NOT BE AVAILABLE TO ANY USER Indicates whether or not to deactivate selected plan. Either: [Yes] set to yes [No] set to no. 7 Click Save Changes. Edit Billing Plan form displays. 8 As required, perform one of the following procedures: Click Update Billing Rates to display the Billing Scheme List form. Or Click Finish. 9 As required, perform one of the following procedures: Click Edit to edit a record. Or Click Del to delete a record Or Click Add to add a new record. The edited data is effective wherever this plan is used. Access Permissions To restrict the access permissions of the billing administrators in a billing plan: 2 Select Billing Presets > Plan/Package > Plan > Access Permissions. Displays Change Access over Plan form. 3 As required, select the following information: SELECT PLAN Billing plan available for selection. Advanced VoIP Billing System 119

131 User Manual Chapter 2 Billing Presets 4 Click Submit to Edit. Displays information regarding the selected plan. 5 As required, select the name(s) of the billing administrator(s) you want to allow to access the billing plan (the unselected name(s) will be restricted). Press the Ctrl key to select more than one billing administrators. 6 Click Save Changes. Displays appropriate message. Billing Scheme To handle billing schemes for the plan: 2 Select Billing Presets > Plan/Package > Plan > Billing Scheme. Displays Billing Schemes for Plans form. 3 As required, select the following information: SELECT PLAN Billing plan available for selection. 4 Click Next. Displays a list of billing schemes for selected plan. Advanced VoIP Billing System 120

132 User Manual Chapter 2 Billing Presets 5 As required, perform one of the following procedures: Click Edit to edit the billing scheme for the selected plan. Or Click Del to delete the billing scheme for the selected plan. Or Click Add to add the billing scheme for the selected plan. Free Minutes Refer to the section Billing presets > Plan/Package > Plan > Add New Plan on how to add a new scheme for a plan. To assign free minutes to a billing plan: 2 Select Billing Presets > Plan/Package > Plan > Free Minutes. Displays following form. 3 As required, enter the following information: SELECT PLAN Select billing plan to assign free minutes 4 Click Next. Displays following form. 5 As required, provide the required information. BILLING PLAN NAME The plan name to which free minutes are assigned FREE MINUTES DESCRIPTION Specify a brief description of free minutes DESTINATION PREFIXES Specify prefixes of the destinations to assign free minutes FREE MINUTES Specify the free minutes you want to offer to your customers FACTOR You can specify maximum time in seconds to be treated as one minute e.g. in the above example factor value is 30 that means 30 seconds are considered as one minute. Advanced VoIP Billing System 121

133 User Manual Chapter 2 Billing Presets Call Origin A city/state/country to which the calling number (calling party number) belongs is termed as Call Origin. Two factors are taken into account while making a call; The number initiating the call (called the Call Origin), and The number to which the call is initiated (called the Destination). These numbers are defined in the billing system. The call origins are defined and recognized as per world standards. For example, origin name for calling number is USA, since digit 1 is starting code for USA. Similarly, any number starting from +92 like belongs to origin Pakistan. A prefix is an important part of a calling number, since it identifies the call origin. There is no size limit for the prefix, however, it needs to be defined and standardized before use. Generally, there are various formats for a calling number. It depends on the exchange used by the service provider, location of calling number and dialed number. For example, the prefix for the calling number may be 1 or 12 or 121. Advanced VoIP Billing system is dependent on the calling number value, which is received from the gateway/gatekeeper. If the calling number value from gateway/gatekeeper is (Country Code + Local Area Code + Phone Number), then prefix may be 1, 12, 121, 1213, etc. If calling number is (Exchange Code + Country Code + Local Area Code + Phone Number), then prefix may be 001, 0012, 00121, , etc. If calling number is (International Exchange Code + Country Code + Local Area Code + Phone Number), then prefix may be 0111, 01112, , , etc. The logic behind the call origin recognition and billing is very simple. In the billing system, we define a call origin, assign it to a billing scheme and use the billing scheme for a certain plan. Now, if a customer, to whom we have assigned this billing plan, calls from this (mentioned) origin then he/she is charged accordingly. In the billing system, there is a separate origins list and for each individual origin there is a rate sheet defined. This rate sheet contains a list of destinations (also containing the number destination to which the call is made) along with their corresponding rates. When a customer calls from a certain origin, that origin is searched in the origins list and when found, the called number is searched in its destination rate sheet. Thus, the call is charged accordingly. In the origin list there is an option as All Origins is used when we fail to find an origin defined individually. Therefore, All Origins rate sheet is used for billing. The destination rate sheet for All Origins is the Default rate sheet. As mentioned earlier, the call origins are searched in the origin lists. This search is based on the origin prefixes that are assigned to the calling number. Suppose, a customer calls from origin ABC and the prefix for this origin is defined as The customer s number is assigned a prefix The call made by this customer has a calling number value along with its prefix. If this customer makes a call from , then calling number value is as Advanced VoIP Billing System searches for the longest best match of prefix with the calling number. For example: Origin Name Prefix Org A 1 Org B 12 Org C 123 Advanced VoIP Billing System 122

134 User Manual Chapter 2 Billing Presets Here, we have 3 origins with varying prefix sizes. Suppose the calling number is Advanced VoIP Billing System first picks the longest prefix from the list of origin prefixes and compares it with the calling number. If it does not match, then it picks the next longest prefix and compares it to the calling number, and so on. In the given example, it fetches Org C as its best match since the longest prefix is 123 and it matches the prefix of the calling number. If calling number value is , then Org B is fetched, and if calling number value is , then Org A is fetched as its best match. After we have selected the origin, the respective destination rate sheet is searched for the called number destination and its rate and so the billing is carried out. Add You can add call origins. 2 Select Billing Presets > Plan/Package > Call Origin > Add. Add New Call Origin form displays. 3 As required, enter the following information: ORIGIN NAME Identifies name for the call origin. Advanced VoIP Billing System 123

135 User Manual Chapter 2 Billing Presets For example, if you are calling from a cell phone then call origin name can be name of the cell service provider. Similarly, if you want to add an origin prefix for USA, then the Origin Name can be USA. ORIGIN CATEGORY Specifies the type of service being used for making the call. You can select none or one of the following origin categories: The value of the origin category is only used for record purposes. ORIGIN PREFIX A combination of the left most digits in the calling number, that uniquely identify the calling origin. There is no limit to the number of digits in the prefix size. For example, prefix of can be 01 or 012 or 0123, etc. One customer can have more than one prefixes. In case you want to define many prefixes, use comma (,) as a separator. For instance, 01, 222, 333 defines 3 prefixes 01, 222 and Click Add Call Origin. Displays appropriate message. Edit You can edit call origins. 2 Select Billing Presets > Plan Package > Call Origin > Edit. Edit Call Origin form displays. 3 As required, select the following information: SELECT ORIGIN NAME TO EDIT Call origin available for selection. 4 Click Submit To Edit. Displays information to be edited. Advanced VoIP Billing System 124

136 User Manual Chapter 2 Billing Presets 5 As required, select the following information: BLOCK THIS ORIGIN Indicates not to bill calls against the origin. 6 Click Save Changes. Displays appropriate message. Delete On editing the origin, corresponding originators are billed according to the updated specifications. You can delete call origins. To delete call origin using this form: 2 Select Billing Presets > Plan Package > Call Origin > Delete. Delete Call Origin form displays. 3 As required, select the following information: SELECT CALL ORIGIN TO DELETE Call origin available for selection. 4 Click Submit To Delete. Confirmation message displays. On deleting a call origin, all the calls forwarded from the deleted origin will not be billed. 5 As appropriate, perform one of the following functions: Click OK to proceed with the deletion process. Appropriate message displays Or Click Cancel to cancel the deletion process and edit requirements. List You can list call origins using. To delete call origin using this form: Advanced VoIP Billing System 125

137 User Manual Chapter 2 Billing Presets 2 Select Billing Presets > Plan Package > Call Origin > List. Call Origin List form displays. 3 As required, enter the following information NAME OF THE CALL ORIGIN Identifies the call origin. 4 Click Show. Displays list of call origins. If you enter a part of the call origins name, all the call origins containing that part of the name will be displayed. To view all the call origins, leave the input box empty. 5 Click Edit to edit required call origin. Destination Rates In a destination rate plan, different call rates are assigned to the same destination for different customers or different scenarios. A destination rate plan provides a complete structure of call rates applied to call destinations, and can be with or without call origin i.e. you can create plans based on call origin or even without any call origins (the origins can be defined in the Billing Presets > Plan/Package > Call Origin option or can be selected while defining plan billing schemes). This option deals with the destination rates only. A destination rate plan can be created in three scenarios: You want to create an entirely new rate for a destination. You want to create a new destination (along with its rates) for an already existing plan. You want to use an already existing destination s features with a difference only in its rate. Add Call rate of a destination can be different in a destination rate plan than the default call rate of the destination. These destination rate plans can then be applied to different type of billing plans that give your customer maximum satisfaction. You can add three types of new destination rate plans i.e. Create an entirely new rate for a destination Create a new destination (along with its rates) for an already existing plan, and A destination rate plan based on the default rates of call destinations or on the existing destination rate plans with some increment or decrement. Advanced VoIP Billing System 126

138 User Manual Chapter 2 Billing Presets 2 Select Billing Presets > Plan/Package > Destination Rates > Add. Define Destination Rate Plan form displays. 3 As required, enter the following information: DESTINATION RATE PLAN DESCRIPTION Describes destination rate plan. ADD RATE PLAN Displays Add New Call Destination form (adding rate plans). 4 As required, select the following information related to adding more destinations in a selected plan: DESTINATION RATE PLAN DESCRIPTION Identifies the destination rate plan. ADD DESTINATION Displays Add New Destination form (adding destinations). 5 As required, enter or select the following information: DESTINATION RATE PLAN DESCRIPTION Identifies the destination rate plan description. SELECT DESTINATION RATE PLAN Identifies the destination rate plan. INCREMENT/DECREMENT PERCENTAGE Identifies the increment/decrement percentage. ADD DESTINATION RATE Displays whether plan is created or not. Add New Call Destination Form (Adding Rate Plans) You can add new rate plans: Advanced VoIP Billing System 127

139 User Manual Chapter 2 Billing Presets 1 On Define Destination Rates form, click Add Rate Plan. Displays Add New Call Destination form (adding destinations). 2 As required, enter or select the following information: DESTINATION NAME Identifies the name of the destination. It should be any meaning full name and represents the called number/destination. E.g. if you want to call a number in USA then your call destination could be named as USA. DESTINATION CATEGORY Identifies destination category, which is the type of call service that call is made to. The default value is No Category. Either leave it as is, if you do not want to specify the category, or select a suitable destination category from the list. DESTINATION PREFIXES A combination of digits on the left side in the called number uniquely identifying the called destination. For example, prefix of can be 01 or 012 or 0123 etc. One Carrier can have more than one Prefixes. More than one Prefix can be separated by comma (,). MINIMUM BALANCE TO CALL THIS DESTINATION (USD) Defines the minimum balance limit, in US Dollars, required to make a call. If the caller has a limit less than this value he/she will not be allowed to make a phone call to this destination. CUT OFF TIME (SEC) Defines the maximum call time limit in seconds in a call connection. Exceeding this limit, the call is disconnected. CONNECTION CHARGES (USD) Identifies the fixed charges deducted with every call of any duration. It can also be called as Drop Rate or Fix Rate. Advanced VoIP Billing System 128

140 User Manual Chapter 2 Billing Presets ONLY FOR CALLS WITH 0 SEC DURATION Identifies charging of only unsuccessful calls. To charge each caller, leave the box unchecked. To charge only the unsuccessful callers, check this box. If a caller is successful at making a call and is not to be charged with this rate, check this box, and the caller is charged according to interval based or progressive rates. MARKUP Identifies a fixed charge incurred upon the callers. It is specified in percentage and calculated against the total call cost. ONLY FOR INCREMENTAL INTERVALS Indicates markup percentage is only applicable for interval based rate. It is applicable if we define an Interval Based Rate and has no effect on the Progressive Rate. This is calculated only against the First Interval in the interval based rate and is incurred only if the call length is greater than the first interval. MIN. CHARGEABLE DURATION Defines the least number of seconds after which the caller is charged. For instance, if this value is set to 5, it means the least chargeable duration is 5 seconds and if a caller drops a call in 1, 3 or 4 or any time within 5 seconds, the call will not be charged. INTERVAL BASED RATES Identifies interval based rates. In this case we define fixed time intervals. Each has its own fixed rate and the total call duration is matched against these intervals. The intervals are defined in two parts. The First Interval and the Incremental Interval. Suppose, we define first interval to be of 60 seconds and the incremental interval as 10 seconds and a user call is of duration 80 seconds. Now, this call is compared to these intervals and charged accordingly i.e. the first 60 seconds of the call will be charged as of the first interval then we have 20 seconds left to charge. The incremental interval is of 10 hence the 20 second period will be considered as two 10 incremental intervals and charged accordingly. Hence, the sum of all intervals will be the call charge. Advanced VoIP Billing System 129

141 User Manual Chapter 2 Billing Presets RATE PER MINUTE Identifies the rate per minute for interval based rates. This is used to calculate interval charges. It is not being stored in the billing system, but is just being used for calculating the first and incremental intervalʹs charges (which are visible at this page). Enter Rate/Min, then interval values and then click ʹCalculateʹ. You can also not enter this rate and directly enter the rates for both these interval types. CALCULATE Calculates interval rates. LENGTH (SEC) Identifies the length. There are two input boxes against this field where the First and the Incremental interval s values (measured in seconds), respectively. CHARGES (USD) Identifies the charges. There are two input boxes against this field where either you get the values when you click Calculate after entering the first and incremental intervals or you can give values directly with out calculating, automatically. PROGRESSIVE RATES Identifies the progressive rates. Selecting this displays additional fields of Rate/Block (USD) and Block Length (sec). In this case the call rate is calculated as time progresses. For example, to set the progressive rate you need to specify 3 things: Total length in seconds [of slot] Rate per block, and Block size for this slot (the total actual call length will be divided into blocks as specified in the respective field for the slot, where the call length falls in). You can specify only two slot lengths and the last length field contains 0 by default, which is for unlimited time. If you enter a 0 in second field, this means only one slot is defined and second is for unlimited time (in this case no need to define values for third slot space). Whenever a call ends, the billing application searches the suitable slot for it, where its call length range falls and then selects that slot s rates for billing it. Advanced VoIP Billing System 130

142 User Manual Chapter 2 Billing Presets Assuming we fill only the first slot, the length in the first field is set to 60 (seconds) and the rate/min is set as 1 USD (assume USD is being used) and the block length is set to 10 (seconds). A call of 45 seconds duration falls within the slot length range and, hence, is charged according to this slot rates. Since, the block length for this slot is 10 seconds, therefore, the call can be split into 5 blocks (split as ), however, here the last digit 5 is rounded to 10. In the actual call time, if any part of the time block is shorter or larger than the defined block size it is always rounded to the defined block size. Hence the actual call time is split into 5 blocks. The rate/min is 1 i.e per second. Hence, according the defined scheme, the 45 seconds call has a total of 5 blocks and each block is of 10 seconds, so total call time is now considered as 50 seconds. Therefore, the charge for this call is 50x = USD. Assume we define another slot of length 160 seconds, rate/min as 4 and block length as 30 seconds. Suppose, a call is made of 111 seconds. Since, the call time in seconds is greater than 60 and less then 160, hence, the call length falls in slot 2 i.e. 160 seconds length slot. Using the defined block length the 111 seconds call time can be split into 4 blocks i.e =120 (in fact 111 seconds are split as but 21 is rounded off to 30). The total seconds to charge then are 120 seconds. The charge per second is at USD 4/min making the total charge as 120x = USD. If we define any scheme in the third slot fields with 0 as the length value then this will be the charging scheme for unlimited call lengths or calls greater than duration 160 seconds. FIRST There are three input boxes against this field where you need to enter the slot length under the title Length (Sec), the call rate under the title Rate/Min (USD) and the blocks for this slot under the title Block length (Sec). The rate/block will be calculated by the billing system. NEXT Repeat the steps as for the first slot to enter the second slot. NEXT Repeat the steps as for the first slot to enter the third slot. 3 Click Add. Displays appropriate message. Advanced VoIP Billing System 131

143 User Manual Chapter 2 Billing Presets Add New Call Destination form (Adding Destinations) 1 On Define Destination Rates form, Select Rate Plan Description. 2 Click Add Rate Plan. Displays Add New Call Destination form (adding destinations). The procedure for adding new destination for an already existing plan is the same as that for adding a destination rate. Add New Destination Rate Plan form (Adding Destinations Rates) 1 On Define Destination Rates form, Select Rate Plan Description. 2 Select Destination Rate Plan. 3 Enter Increment/Decrement Percentage. 4 Click Add Destination. Displays appropriate message. Edit You can edit destination plans: 2 Select Billing Presets > Plan/Package > Destination Rates > Edit. Edit Destination Rate Plan form displays. Advanced VoIP Billing System 132

144 User Manual Chapter 2 Billing Presets 3 As required, select the following information: SELECT DESTINATION RATE PLAN TO EDIT Identifies the destination rate plan. 4 Click Submit To Edit. Displays Destination Rate Plans List form. 5 As required, enter the following information criteria for search. ENTER DESTINATION NAME Identifies the destination name. To view all destinations, leave blank. 6 Click Show. List of destinations and related information displays. 7 As appropriate, perform one of the following functions for each record: Click Edit to edit the plan. Or Click Del to delete the plan. Or Click Add to add another plan. You can edit any of the destinations defined for a particular plan; however, the plan name cannot be changed or edited after it is created. If you have created a plan but have not defined any destination for it, then corresponding message displays. If such a plan is assigned anywhere the destination rates defined in the default plan is used. Advanced VoIP Billing System 133

145 User Manual Chapter 2 Billing Presets 8 Click Save Changes. Displays appropriate message. Delete Once you add the destinations then the rates of the default destination cannot be used anymore. You can delete a destination rate plan. If it is assigned to any billing plan, then no billing is carried out for the customers that are assigned that billing plan. If you have deleted a destination rate plan and want to assign a new one to the billing plans, then go to the Billing Presets > Plan/Package > Plan > List section and view the billing plans that are not assigned with a destination rate plan. To assign a new or an existing destination rate plan to the billing plan, click Edit. 2 Select Billing Presets > Plan/Package > Destination Rates > Delete. Delete Destination Rate Plan form displays. 3 As required, select the following information: SELECT DESTINATION RATE PLAN TO DELETE Identifies the destination rate plan. 4 Click Submit To Delete. Displays success message if operation is successful. If you have created a plan but have not defined any destination for it, then you will get a suitable message explaining that no destination has been defined for this plan. If such a plan is assigned anywhere the destination rates defined in the Default plan is used. List You can list destination rate plans: Advanced VoIP Billing System 134

146 User Manual Chapter 2 Billing Presets 2 Select Billing Presets > Plan/Package > Destination Rates > List. Destination Rate Plans List form displays. 3 As required, enter the following information: ENTER DESTINATION RATE PLAN NAME Identifies the destination rate plan name. 4 Click Show. Lists all destination rate plans corresponding to the search criteria. 5 Click List to display destinations. If you enter a part of the destination rate plan name, all the destination rate plans containing that part of the name are displayed. To view all the destination rate plans, leave the input box empty. 6 As required, click List to view details of each destination. 7 As required, click Add to add the destination rate plan. Advanced VoIP Billing System 135

147 User Manual Chapter 2 Billing Presets Import Usually there are a large number of destinations in a destination plan. Hence, it is not feasible to enter each destination manually. To make it easier, the import option has been provided so that one can import the list of destinations. The format of the files is predefined i.e. text files and can be imported easily. You can generate text file with any method, however, an easier way is to create an excel sheet and export it as a tab delimited text file. 2 Select Billing Presets > Plan/Package > Destination Rates > Import. Import Destination Rates form displays. 3 As required, enter the following information: FILE PATH Identifies the path of the file to be imported. Use the browse button to select the path of the file. RATE PLAN NAME Identifies the name for destination rate plan. COLUMNS SEPARATED BY Identifies the field separators used in the file to be imported. For example, tabs, commas, etc. FIRST LINE CONTAINS CULUMN NAMES Identifies if the first line of text contains the fields names and not the data values. Either: [Yes] set to yes [No] set to no. BILLING RATE TYPE Describes the type of billing rate. Either: [Interval based] set to interval based rate type [Progressive billing] set to progressive billing rate type. Advanced VoIP Billing System 136

148 User Manual Chapter 2 Billing Presets 4 Click Next. Displays a list of destination rates. 5 Review the list. 6 As required, select the following information: COLUMN 1 CONTAINS Identifies the type of information to be set in column 1. COLUMN 2 CONTAINS Identifies the type of information to be set in column 2. COLUMN 3 CONTAINS Identifies the type of information to be set in column 3. 7 Click Import. Displays list or appropriate message. Advanced VoIP Billing System 137

149 User Manual Chapter 2 Billing Presets Export For a file to be imported, it needs to be placed at the server. This is done due to security reasons. The drop down lists contain field names according to database field values, hence these names cannot be made general. Therefore, the user must select an appropriate name for a column from these lists. If you do not select a name and leave the list as Not Used the values for that field are not imported (saved). If all menus are left as Not Used then no value is saved and only an empty destination rate plan will be created. Destination rate plans can also be exported. 2 Select Billing Presets > Plan/Package > Destination Rates > Export. Export Destination Rate Plan form displays. 3 As required, select the following information: SELECT DESTINATION RATE PLAN TO EXPORT Identifies the destination rate plan. COLUMNS SEPARATED BY Identifies the field separators used in the file to be imported. For example, tabs, commas, etc. 4 Click Export. Displays appropriate message. 5 As required, Click Click here to view imported destination rates to receive the final text file. Advanced VoIP Billing System 138

150 User Manual Chapter 2 Billing Presets Holiday In this section, you can define different holiday groups and assign them different rate plans as per your requirements. It allows you to group special events/holidays and rate them accordingly for your customers. Add Holidays Group 2 Select Billing Presets > Plan/Package > Holiday Groups> Add Group Add Group form displays: [Group Name] Specify the name of your holiday group Selecting Next opens following screen: [Holiday Group Name] Shows the name of the holiday group to which holiday(s) are assigned. [Holiday Name] Specify the holiday name, you want to assign to this group [Date] Select the date (MM/DD/YY) that you want to specify as holiday Selecting Add allows you to add more holidays to this group You can delete these holidays as per your requirements. Advanced VoIP Billing System 139

151 User Manual Chapter 2 Billing Presets Holiday Group List 2 Select Billing Presets > Plan/Package > Holiday Groups> Holiday Group List Holiday Group List form displays: Select Edit/Delete to modify/delete the listed holiday group respectively. Advanced VoIP Billing System 140

152 User Manual Chapter 2 Billing Presets Charge Head Charge heads are used to define the overhead charges to be received from the customers. For example, registration charges, installation charges, etc. The charge head(s) can be selected while creating a new plan, where the list of these charges is displayed. Add To add a new charge head: 2 Select Billing Presets > Plan Package > Charge Heads > Add. Add New Charge Head form displays. 3 As required, enter the following information: CHARGE HEAD NAME Name of the charge head. DEFAULT AMOUNT Amount to be billed as a charge head specified in US dollar. TAX IS INCLUDED Indicates adding the tax amount (specified in System Settings > System Conf > Other Conf section) in the charge head amount. This means you can define tax rates and include with the charge head amount. MANUAL DEDUCTION ALONG WITH PAYMENTS OR CAN BE DEBITED BY BILLING ADMINISTRATOR Indicates manually deducting the charge head along with payments to be debited. AUTO DEDUCTION Indicates auto deducting the default amount of the currently defined charge head from each payment. This means that after the certain specified time period the charge head will be automatically deducted from the customer. You can select either the Manual deduction and Auto deduction options or any one of these. If both are selected and you are unable to deduct charge manually, then it is done automatically. However, if you select only the Manual deduction option then you have to keep track of it manually. PERIOD TYPE Time period for deduction of charge head from the customer. Choose an option to activate the charge head in the following ways: [Once per Registration] set to deduction of charges once per registration. [Daily] set to daily deduction of charges. Displays additional field Select Time. Advanced VoIP Billing System 141

153 User Manual Chapter 2 Billing Presets [Weekly] set to weekly deduction of charges. Displays additional field Select Day and Time. [Monthly] set to monthly deduction of charges. [Yearly] set to yearly deduction of charges. SELECT TIME Indicates time in HH:MI format. SELECT DAY AND TIME Indicates time in Day:HH:MI format. 4 Click Add Charge Head. Displays appropriate message. Edit To add a new charge head: 2 Select Billing Presets > Plan Package > Charge Heads > Edit. Edit Charge Head form displays. 3 As required, select the following information: SELECT CHAGES HEAD TO EDIT Charge head available for selection. Advanced VoIP Billing System 142

154 User Manual Chapter 2 Billing Presets 4 Click Submit To Edit. 5 As required, click Edit to edit required fields. 6 As required, click Deactivate this Charge Head to deactivate required charge head. 7 Click Save Changes. Displays appropriate message. The edited charge head information will be used according to the updated data. Advanced VoIP Billing System 143

155 User Manual Chapter 2 Billing Presets Delete You can delete charge heads using this form 2 Select Billing Presets > Plan Package > Charge Heads > Delete. Delete Charge Head form displays. 3 As required, select the following information: SELECT CHARGES HEAD TO DELETE Charge head available for selection. 4 Click Delete Charge Head. Displays confirmatory message. 5 As appropriate, perform one of the following functions: Click OK to proceed with deletion. Or Click Cancel to cancel deletion. List A charge head can only be deleted if there is no payment against the charge head in the billing system. The deleted charge heads information is not used by the billing system anymore. You can list charge heads: 2 Select Billing Presets > Plan Package > Charge Heads > List. Charge Heads List form displays. 3 As required, select the following information: ENTER CHARGE HEAD NAME Charge head available for selection. 4 Click Show. Displays required list of charge heads. Advanced VoIP Billing System 144

156 User Manual Chapter 2 Billing Presets 5 As required, click Edit to edit required charge heads. Services If you enter a part of the charge head name, all the charge heads containing that part of the name display. To view all the charge heads, leave the input box empty. Each charge head has an Edit button against it and you can edit the respective charge head. The Advanced VoIP Billing System is designed to cater for a diverse clientele, be it PC 2 PC callers, PC 2 Phone Callers or VoIP users. Hence, all types of customers can benefit from our billing services. However, in some cases companies may have to put special checks and balances on their clients for the services provided, such as checks on caller s IP, allocation of bandwidth, routing information, etc. Hence, these requirements are catered to by services provided by Advanced VoIP Billing System, which are used to specify the requesting and responding RADIUS attributes, set in the RADIUS server for authenticating, authorizing and accounting the customers for the access gateways and the billing system. The RADIUS protocol carries authentication, authorization and accounting information (requests and responses) between a NAS (Network Access Server) and a RADIUS authentication server. Requests and responses carried by the RADIUS protocol are called RADIUS attributes and to set these services you need to specify the RADIUS attribute values. Services are assigned with respect to a billing plan and these can be assigned in order to achieve the following: Specify bandwidth for wireless systems Set user session time in case of unlimited plans Routing users of a certain plan to a particular IP with VoIP Soft switches such as Mera, etc., and Other scenarios for router and bandwidth management, etc. Add You can add required services: 2 Select Billing Presets > Plan/Package > Services > Add. Add New Service form displays. 3 As required, enter the following information: SERVICE NAME Name of the service. It could be any meaning full name to represent the service. Advanced VoIP Billing System 145

157 User Manual Chapter 2 Billing Presets CHECK ITEMS Specifies user IP attributes. If you want to authenticate this customer dynamically, e.g., you may wish the customer to place a call only if he/she comes from some specific NAS, then you can specify the IP address of the NAS in this input field. You can specify a single or multiple attributes. The format of attribute specification is as follows: 1. Single value specification format Attribute Name = Attribute value For example: NAS IP Address = Multiple value specification format Attribute Name = /Attribute value1 Attribute value2./ For example: NAS IP Address = / / Attribute value pairs are separated by a comma. For example: Radius Attribute1=value1, Radius Attribute2=value2. REPLY ITEMS Specifies the user authorization attributes. You can set attributes to give some specific privileges to a customer when he/she places a call. For example, if you want to redirect the call made by this customer when Cisco av pairs are being used, then the attribute can be set as follows: cisco h323 redirect number = h323 redirectnumber= You can specify single or multiple values and multiple attributes should be separated with commas. 4 Click Add New Service. Displays appropriate message. Edit You can edit required services: 2 Select Billing Presets > Plan/Package > Services > Edit. Edit Service form displays. Advanced VoIP Billing System 146

158 User Manual Chapter 2 Billing Presets 3 As required, select the following information: SELECT SERVICE TO EDIT Identifies the service. 4 Click Submit To Edit. 5 Edit required records. 6 As required, select whether to activate or de activate the service in Service Status is Active field. 7 Click Save Changes. Displays appropriate message. Delete The edited service information is used by the plan in which the service is added, according to updated data. You can delete the required services: 2 Select Billing Presets > Plan/Package > Services > Delete. Delete Service form displays. 3 As required, select the following information: SELECT SERVICE TO DELETE Identifies the service. 4 Click Submit To Delete. Displays success message on successful deletion, or, in case the service has integrity issues when deleted, displays message Integrity constraint violated child record found and the service is not deleted. The deleted service information will not be used any more against the plan(s). Advanced VoIP Billing System 147

159 User Manual Chapter 2 Billing Presets List You can search/list the required services: 2 Select Billing Presets > Plan/Package > Services > List. Services List form displays. 3 As required, enter the following information: ENTER SERVICE NAME Identifies the service. 4 Click Show. Displays a list of services corresponding to the search criteria. Even if you enter a part of text of a service name, all the services containing that part (text) as their name are displayed. To view all the services, leave the input box empty. 5 As required, click Edit to edit services information. Progressive Rates [Enterprise Edition] This module deals with defining rates based on different slots. This module is particularly useful in defining variable rates for different hours of day and week. Different slots can be easily defined with properly assigned rates for each slot. Add Slots You can add new data slots through the following procedure. 2 Select Billing Presets > Plan/Package > Data Slots > Add. 3 As required, enter data in/ select the following fields: SLOTS FOR [Hours] set to hours [Trarffic] set to traffic In case Hours is selected then slots are billed on the basis of defined time period. In case Traffic is selected then slots are billed on the basis of amount of usage. DESCRIPTION Identifies description of the data slot. Meaningful and simple data should be entered. Advanced VoIP Billing System 148

160 User Manual Chapter 2 Billing Presets FROM (HRS/MBS) If in the Slots For field Hours is selected then enter starting time limit in this field. If Traffic is selected in the Slots For field then the starting range for usage in MBs should be entered. TO (HRS/MBS) If in the Slots For field Hours is selected then enter ending time limit of the data slot in this field. If in the Slots For field Traffic is selected then the ending range for usage in MBs should be entered. Entering 0 in the TO (Mins/Call) field means that the upper limit is not defined and then application does not ask the user to fill in the value in the remaining From To fields. If the user keeps entering non 0 value in the TO field then all of the 5 From To fields are to be filled. AMOUNT PER HOUR/PER MB (USD) Identifies the amount that is to be charged on usage for the defined data slot. 4 As appropriate click Add Data Slots to add the record in the database. OR Click Reset Form to reset the form. On clicking Add Data Slots the Add New Data Slots Head displays. 5 Review the information and click Add Data Slots. Success message displays. Edit Slots You can add new slots through the following procedure: 2 Select Billing Presets > Plan/Package > Data Slots > Edit. The Edit Data Slots Head form displays. Advanced VoIP Billing System 149

161 User Manual Chapter 2 Billing Presets 3 Select the required data slot from the list and click Submit To Edit button. The Edit Data Slot Head form displays. 4 Review the information and as appropriate click the Save Changes to save the changes in the database. OR Click Reset Form to reset form. Delete Slots You can delete slots through the following procedure: 2 Select Billing Presets > Plan/Package > Data Slots > Delete. The Edit Data Slots Head form displays. 3 Select the required data slot from the list and click Delete Slot Head button. Confirmation message displays. 4 As appropriate click Yes to proceed with deletion. OR Click Cancel to cancel deletion. 5 On clicking Yes success message displays. List Slots You can delete slots through the following procedure: 2 Select Billing Presets > Plan/Package > Data Slots > List. The Billing Data Slots List form displays. Advanced VoIP Billing System 150

162 User Manual Chapter 2 Billing Presets 3 Enter the name of the data slot that you wish to view. For viewing details of all data slots leave the field empty and click Show. Even if the incomplete name of the slot is entered the application fetches all the similar records. On clicking Show, Billing Data Slot List form is displayed. 4 Click the edit button to edit record. On clicking Edit the Edit Data Slots Head form displays. 5 Review and edit the information and as appropriate click Save Changes to save the changes in the database. OR Click Reset Form to reset form. Hourly Rate [Enterprise Edition] Telecom operators around the world may need to define variable rates for different hours of the day. To provide for this requirement hourly rate definition is provided on the interface. Add You can define Hourly Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Houry Rate > Add. The Add New Hourly Rate For Internet Usage form displays. 3 As required, enter/select the following information: HOURLY RATE DESCRIPTION Identifies the description related to the hourly rate. Simple and precise data should be entered that clearly and briefly describes the type of rate. FLAT RATES Selecting this option means that same rate will be applied for all hours of the day. Advanced VoIP Billing System 151

163 User Manual Chapter 2 Billing Presets RATE/HOUR Enter the rate that is applied in base currency. VARIANT RATES Selecting this option means that rate for every hour of the day of the complete week needs to be defined. Enter a numerical value for rate definition of the hour in all fields. RATE/HOUR If Variant Rates is selected then the value stored in this field determines the time allotted to the customer for any particular session. FILL ALL BOXES Clicking this field means that the rate entered in any hour of any particular day would be copied to the same hour field of all the remaining days of the week. E.g. if the rate entered in the Friday (05:00) charges/hr field is 5 and Fill All Boxes field button is clicked then the same rate will be copied to (05:00) charges/hr field for all days of the week. Edit You can Edit Hourly Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Houry Rate > Edit. The Edit New Hourly Rate For Internet Usage form displays. 3 Select the rate you wish to edit from the dropdown list and click Submit to Edit to proceed. The Edit Hourly Rate for Internet Usage Form displays. 4 Review and edit the information as required and as appropriate do one of the following: Click Reset to reset the form. OR Click Save Changes to save the changes. On clicking Save Changes success message displays. Advanced VoIP Billing System 152

164 User Manual Chapter 2 Billing Presets Delete You can delete Hourly Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Houry Rate > Edit. The Delete New Hourly Rate for Internet Usage form displays. 3 Select the hourly rate you wish to delete from the dropdown list and click Submit to Delete to proceed. The confirmation message displays. 4 As appropriate do one the following: Click Cancel to cancel deletion. OR Click OK to to prceed with the deletion process. On clicking OK success message displays. List You can delete Hourly Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Houry Rate > List. The List Hourly Rates form displays. 3 As appropriate do one the following: Click Edit to to edit the record. OR Click Delete to delete the record. Edit Hourly Rates and Delete Hourly Rates processes are discussed earlier. Advanced VoIP Billing System 153

165 User Manual Chapter 2 Billing Presets Traffic Rate [Enterprise Edition] Rates can be defined on the basis of usage. In this kind of rate the determining factor for charges is bytes in/bytes out and not the time duration of the session. To define traffic rates this menu can be used. Add Traffic Rate You can add Traffic Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Traffic Rate > Add. The Add New Traffic Rate for Internet Usage form displays. 3 As required, enter data in the following fields: TRAFFIC RATE DESCRIPTION Identifies description for the traffic rate. Brief and meaningful data should be entered. AMOUNT Identifies the charges to be applied per MB of usage. 4 Click Add New Traffic Rate field to add the traffic rate into the system. Success message displays. Edit Traffic Rate You can edit Traffic Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Traffic Rate > Edit. The Edit Traffic Rate for Internet Usage form displays. 3 Select the traffic rate from the dropdown list and click Submit to Edit. The Edit Traffic Rate for Internet Usage form displays. 4 As required, edit the information and click Save Changes. Success message displays. Advanced VoIP Billing System 154

166 User Manual Chapter 2 Billing Presets Delete Traffic Rate You can delete Traffic Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Traffic Rate > delete. The Delete Traffic Rate for Internet Usage form displays. 3 Select the traffic rate from the dropdown list and click Submit to Delete. Confirmation message displays. 4 As appropriate, do one of the following: Click OK to proceed with deletion. OR Click Cancel to cancel deletion. On clicking OK success message displays. List You can List Traffic Rates through the following procedure. 2 Select Billing Presets > Plan/Package > Traffic Rate > List. The List Traffic Rates form displays. 3 Review the information. 4 As appropriate, click Edit or Delete to edit or delete the records. Edit Traffic Rates and Delete Traffic Rates processes are discussed earlier. Advanced VoIP Billing System 155

167 User Manual Chapter 2 Billing Presets Prepaid Cards This module is about prepaid cards and all activities associated with these prepaid cards from the generation to their reports. General This section deals with generating, selling, searching for, deleting and de activating cards as well as viewing card reports. Generate Cards In this section, you can generate the serial and PIN numbers for the prepaid cards. The serial and PIN numbers have a certain format. For instance, the serial number consists of three parts (or two parts if we do not specify a prefix). The prefix is optional. Therefore, the serial number may or may not have a prefix with it. The second part is the number of times a particular batch has been generated for a certain prefix i.e. you can either have a prefix or not and incase there is no prefix, a counter is set for empty or no prefix so that the number of times the batches of cards have been generated that do not have a prefix can be known. The third part of the serial number is the total number of cards created at a time or in one batch. While creating a card, we can set many values such as prefix, length of serial and batch numbers, total number of cards, plan assigned to these cards, etc. Suppose, we create a batch of cards with 111 as prefix, a serial length as 2, batch length as 2 digits and total number of cards to be generated as 5. Now, the system searches for whether there was any batch of cards generated for the prefix 111 before this batch. If yes, then a counter is updated, other wise, it is set to 1. If this is the first time, since, the serial is set to be of 2 digits; therefore, this is set as 01. Similarly, since total cards to be generated are 5 and the batch number size is 2 digits, the batch number for each of the 5 cards is as 01, 02, 03, etc. Therefore, the format for the serial numbers is as for card one, for card two and so on. Here, the first 3 digits from left 111, is the prefix common in all cards, the 4th and 5th digits 01 represent that the cards starting with prefix 111 have been generated for the first time (i.e. this is the first batch for this prefix and if a batch was created before, it would have been 02. This is common for all cards.) The last 2 digits represent the individual card numbers, such as, card one has 01, card two has 02, etc. You can define any lengths for the serial and batch numbers and this determines the total number of cards which can be generated in one go. For instance, if you define the length of batch as 3 then a total of 999 cards can be generated at a time. If the serial or PIN number limit exceeds while generating cards in parallel, then a 0 (zero) is added on the left side of the digits. Similarly, you can specify a prefix for the PIN number as well. These PINs are auto generated and start from a certain prefix if you have specified it, other wise, the systems own generated numbers are used and contain the prefix defined in the plan assigned to these cards. Whenever prepaid cards are generated, a text file is written containing the serial and PIN numbers. The generated prepaid cards cannot be used until they are sold to some location. Prepaid cards are generated against a billing plan and the default amount is assigned to them. The cards information is saved in the cards folder under billing installation folder as text file. To generate prepaid cards: Advanced VoIP Billing System 156

168 User Manual Chapter 2 Billing Presets 2 Select Billing Presets > Prepaid Cards > General > Generate Cards. Card Generation form displays. 3 As required, enter or select the following information: BATCH NAME Specify Batch Name for your card series. It acts like a batch identifier and allows you to easily identify/search for your added batch/series of cards. OLD BATCH PREFIX PATTERN Used/defined prefixes for card serial numbers available for selection. NEW BATCH PREFIX PATTERN Indicates defining a new prefix. SET IT AS PREFIX OF SERIAL NUMBERS Indicates the defined prefix to take effect. LENGTH OF BATCH NUMBER Identifies number of digits representing the number of times the prefix selected has been used for generating a batch of cards. For instance, if input value is 3 and if the prefix has never been used before, then the digits would be 001. LENGTH OF SERIAL NUMBER Specifies the number of digits representing the number of cards generated at a time. For instance, if we select it to be 5 and we generate 23 cards at a time, then the format of this number for each card is as (for card 1), (for card 2) and so on upto (for card 23). CARD QUANTITY Identifies the card quantity. Either: [Starting Or Ending Serial Numbers] set to quantity with reference to serial numbers. [Total Number of Cards] set to the number of cards. STARTING AND ENDING SERIAL NUMBERS Identifies the starting and ending serial numbers for the cards. The system generates cards according to this upper and lower limit. Advanced VoIP Billing System 157

169 User Manual Chapter 2 Billing Presets NUMBER OF CARDS Identifies directly specifying the total number of cards to be generated. SELECT PLAN Billing plan against which the prepaid cards are to be generated. AMOUNT OF CARD Amount to be charged for each generated card in US Dollars. 4 Click Generate Cards. Displays the confirmatory information. 5 Review the following information: Information entered to generate the prepaid cards (for confirmation). The Prepaid card s PIN prefix specified in the billing plan. The PIN prefix is assigned to the generated prepaid cards, to keep a track of which prepaid cards are generated on the basis of which billing plan. Either, you can proceed with the prefix defined in the plan (you will find the field box empty if no PIN prefix is defined for the assigned plan otherwise it will be displayed in the field box), write new or edit it. It should not start with a 0 (zero). Prepaid cards PIN length, which can be specified in the System Conf > Prepaid Cards section. Advanced VoIP Billing System 158

170 User Manual Chapter 2 Billing Presets 6 As appropriate, perform one of the following procedures: Click Back. Displays the pervious page. Or Click Generate Cards to proceed. Displays a confirmation page of prepaid card generation. The prepaid card PIN and serial numbers are saved in a text file, path of which is displayed. 7 As required, click View Cards to view the PIN and serial numbers. You may also view the PIN and serial numbers by opening the information file from the path specified on the page. You can also print this file. 8 As required, click Delete Cards to delete the prepaid cards PIN and serial numbers from the database. Appropriate message displays. Sell Cards In this section, the prepaid cards are sold to different locations like outlets, sales points. The cards generated in the Generate Cards section are not functional unless they are sold through this option. 2 Select Billing Presets > Prepaid Cards > General > Sell Cards. Sell Cards form displays. Advanced VoIP Billing System 159

171 User Manual Chapter 2 Billing Presets 3 Review the following information: Displays a list of all those batches of prepaid cards that have not been sold. SERIES ID Identifies the series identification code. SERIES NO Identifies the series number. BATCH INFO Identifies the batch information. AMOUNT (USD) Identifies the amount per card. PLAN NAME Identifies the billing plan name. TOTAL CARDS Identifies the total number of generated cards. AVAILABLE CARDS Identifies the number of cards to be sold. ACTION Identifies the action to be taken against the required record. 4 Click Sell. Selling cards confirmatory information page displays. 5 Review the confirmatory information. 6 As required, enter or select the following information: To sell the cards, you can either enter the total number of prepaid cards starting from a certain serial number or provide the starting and ending serial numbers of the cards. SELL FIRST AVAILABLE CARDS Indicates selling the first available prepaid cards in the series. After selecting this option, Starting Serial Numbers and No Cards to Sell fields are specified. STARTING SERIAL NUMBERS Starting serial number of the prepaid cards to be sold. Advanced VoIP Billing System 160

172 User Manual Chapter 2 Billing Presets NO CARDS TO SELL Number of prepaid cards to be sold. SELL ALL AVAILABLE CARDS BETWEEN FOLLOWING SERIAL NUMBERS Indicates selling all available prepaid cards between a specific range of serial numbers. Selecting this displays the fields Starting Serial Numbers and Ending Serial Numbers. After selecting this option, Starting Serial Numbers and Ending Serial Numbers fields are specified. STARTING SERIAL NUMBERS Starting serial number of the prepaid cards to be sold. ENDING SERIAL NUMBERS Ending serial number of the prepaid cards to be sold. DISCOUNT IN PERCENTAGE Discount value in percentage, if discount is to be offered on the prepaid cards. Enter a positive integer value for it. SELECT LOCATION Location to sell the prepaid cards available for selection. Location could be any sub office. CARD EXPIRY DATE (YYYY MM DD) Date of expiry for the cards available for selection. If you do not select a date here, then the Lapse After time (in days), as defined in the plan assigned to these cards, is assigned to these cards and these will be expired according to that time period. Advanced VoIP Billing System 161

173 User Manual Chapter 2 Billing Presets 7 As appropriate, perform one of the following procedures: Click Back to view previous page. Or Click Next to display final information. 8 Review the information. 9 As appropriate, perform one of the following procedures: Click Back to view previous page. Or Click Sell Cards to display success information. Edit Batch To add a new location, go to the System Settings > System Conf > Location > Add section. You can modify the entire series/batch of cards generated as per your requirements. 1. Ensure main Menu is loaded 2. Select Billing Presets > Prepaid Cards > General > Edit Batch Advanced VoIP Billing System 162

174 User Manual Chapter 2 Billing Presets It displays following screen You cannot delete a sold card series/batch as shown in the screen shot shown above 3. Select Edit to modify the batch/series OR select Delete to delete the records 4. Selecting Edit opens following screen Modify the information as per your requirements and select Update Search Cards This subsection is used for searching the prepaid cards. Search is performed on the basis of one or both of the following criteria: Prepaid cards serial number Prepaid cards PIN Complete information of the prepaid cards is displayed which includes the card generation, sales and consumption information. 2 Select Billing Presets > Prepaid Cards > General > Search Cards. Search Prepaid Card form displays. 3 As required, enter one or both of the following values: CARD SERIAL NUMBER Serial number of the prepaid card to be searched. CARD PIN PIN number of the prepaid card to be searched. Advanced VoIP Billing System 163

175 User Manual Chapter 2 Billing Presets 4 Click Find Cards. Displays the required information. 5 Review the card generation information. 6 Click De Activate. Appropriate message displays. Delete Cards This subsection is used to delete prepaid cards. Only those prepaid cards are deleted that are: Not sold yet Information of which is deleted Card serial number of which is not changed to any other serial number. Deleted prepaid cards information is maintained in a history table. 2 Select Billing Presets > Prepaid Cards > General > Delete Cards. Delete Prepaid Cards form displays. Advanced VoIP Billing System 164

176 User Manual Chapter 2 Billing Presets 3 As required, specify all or any of the following information: CARD SERIES Prepaid card series available for selection. This is not the serial number of the card. The series listed here is auto generated by the billing system when a batch of cards is generated and each batch has its own unique series number. This option also contains the plan name and value of cards. PLAN Prepaid card plan available for selection. CARD SALES STATUS Prepaid card status available for selection. You can select all cards, sold out cards, unsold cards, etc. LOCATION Location to which the batch of prepaid card is sold available for selection. DIALUP STATUS Prepaid cards dialup status available for selection. Either: [All] set to all [Active] set to active cards [Locked] set to locked cards. CARD SERIAL NO Identifies the range of the prepaid cards serial numbers; the starting value of the series in the From input box and ending value in the To input box. CURRENT BALANCE Identifies the current balance of the prepaid card; the starting value in the From input box and ending value in the To input box for the prepaid cards current balance. The cards can be deleted on the basis of the balance. For instance, can delete cards of a certain plan and batch that have a remaining balance from 1 to 2. NO USAGE AFTER Identifies the date after which the prepaid cards have no usage. Select the default date if you do not want to implement this check. Date format is YYYY MM DD HH24:MI. 4 Click Next. Displays all the prepaid cards selected to be deleted. Advanced VoIP Billing System 165

177 User Manual Chapter 2 Billing Presets You can uncheck the prepaid cards which are not to be deleted. Five hundred prepaid cards can be displayed on one page. 5 Click Delete Cards. The required prepaid cards are deleted and their list is displayed. De-activate Cards The prepaid cards can be de activated in case the cards are stolen or any other reason. You need to specify certain criteria to de activate prepaid cards. 2 Select Billing Presets > Prepaid Cards > General > De activate Cards. De activate Prepaid Cards form displays. 3 As required, enter or select the following information: CARD SERIES Prepaid card series from which prepaid card(s) are to be de activated available for selection. This is not the serial number of the card. The series listed here is auto generated by the billing system when a batch of cards is generated and each batch has its own unique series number. This option also contains the plan name and value of cards. PLAN Plan for the cards to be de activated available for selection. CARD SERIAL NO Range of serial numbers of cards to be de activated; starting value of the series in the From input box and ending value in the To input box for the prepaid cards serial numbers. CURRENT BALANCE Identifies balance of card; the starting value in the From input box and ending value in the To input box for the prepaid cards current balance. The cards can be de activated on the basis of the balance. For instance, you can de activate cards of a certain plan and batch having remaining balance from 1 to 2. Advanced VoIP Billing System 166

178 User Manual Chapter 2 Billing Presets 4 Click Next. Displays list of cards corresponding to the selection criteria. 5 As required, uncheck records not to be de activated. 6 As appropriate, perform one of the following functions: Click Activate to activate card(s). Or Click De Activate to deactivate card(s). Card Reports This subsection is used for generating different types of reports for the prepaid cards. 2 Select Billing Presets > Prepaid Cards > General > Card Reports. Prepaid Cards Reports form displays. 3 As required, select the following information: FROM Identifies starting date for the report. TO Identifies the ending date for the report. CARD SERIES REPORT Identifies card series report. Advanced VoIP Billing System 167

179 User Manual Chapter 2 Billing Presets CARDS ACTIVATION REPORT Identifies cards activation report. Selecting this displays additional field of Location. CARDS SALE REPORT Identifies cards sale report. Selecting this displays additional field of Location. CARDS SUMMARY REPORT Identifies cards summary report. Selecting this displays additional field of Location. PAYMENTS REPORT Identifies payments report. Selecting this displays additional field of Location, Mode of Payment and Payment Status. Selecting this hides the fields Plan and Amount. Advanced VoIP Billing System 168

180 User Manual Chapter 2 Billing Presets LOCATION TRANSACTION REPORT Identifies location transaction report. Selecting this displays additional field of Location. Selecting this hides the fields Plan and Amount. SERIES Identifies the series of cards. LOCATION Identifies the location. MODE OF PAYMENT Identifies the payment mode. PAYMENT STATUS Identifies the status of the payment. Either: [All] set to all. [Bounced] set to bounced. [Not Bounced] set to not bounced. GET REPORT Displays selected report. Card Series Report Card Series Report is used to view the prepaid card series generated. This report is used to: View the generated prepaid card series after filtering them by date, billing plan and payable amount of prepaid cards View individual prepaid card series detailed information View detailed information of a prepaid card series To view the generated prepaid card series after filtering them by date, billing plan and payable amount of prepaid cards: Advanced VoIP Billing System 169

181 User Manual Chapter 2 Billing Presets 4 Click Report Menu to go to the previous page. Cards Activation Report Cards activation report is used to view the activated prepaid cards i.e. the cards activated by the customers. A card is activated the moment a customer makes the first call with it. This report shows the activation dates and other relevant information when the cards have been activated and the selection criteria can be filtered by: Date Location Billing plan Payable amount 5 Click Back to go to previous page. Advanced VoIP Billing System 170

182 User Manual Chapter 2 Billing Presets Card Sale Report Card sales report is used to view the prepaid cards sold for different locations (e.g. outlets, sales points) within the selected dates. This report can be filtered by: Location Billing plan 6 Click Back to go to previous page. Cards Summary Report Cards summary report is used to view the information of all the prepaid cards generated within the selected dates. It gives information of all the cards that have been generated, sold, available, active/in active etc. This report can be filtered by: Date Location Billing plan Payable amount Advanced VoIP Billing System 171

183 User Manual Chapter 2 Billing Presets 7 Click Back to go to previous page. Payments Report Payments report is used to view the payments received by the locations (outlets, sales points etc). These payments had been added in the System Settings > Prepaid Card > Card Payment > Add Payment section. This report can be filtered by: Date Location Mode of payment Payment status 8 Click Back to go to previous page Location Transaction Report Location transaction report is used to view the information about the credit and debit of location balance. This is the location to which the cards have been sold. Each report is generated against a certain location one at a time. This report contains two types of information i.e. the information about when cards are sold and about when a payment is made for these cards. Even though the process seems continues i.e. you sell cards and get paid for these but both these actions have different entries for them. Advanced VoIP Billing System 172

184 User Manual Chapter 2 Billing Presets 9 Click Back to go to previous page. Deleted Cards Report Deleted cards report is used to view the deleted prepaid cards list, deleted through the Prepaid Card > Delete Cards section. This report can be filtered by: Date Prepaid card series Location Billing plan Payable amount Advanced VoIP Billing System 173

185 User Manual Chapter 2 Billing Presets Card Payments This subsection deals with card payments. Add Payment You can add payments information by using the Receive Cards Payment form. 2 Select Billing Presets > Prepaid Cards > Card Payments > Add Payment. Receive Cards Payment form displays. 3 As required, enter the personal information of the Billing Agent: SELECT LOCATION Identifies location of the receipt of payment. AMOUNT Identifies the amount received. DISCOUNT Identifies the value of any discount, if provided. By default, it is in US Dollars. MODE OF PAYMENT Mode of receiving the payment available for selection. Selecting Cheque displays additional fields of Bank and Cheque No. Selecting Credit Card displays additional fields of Card Type and Card Number. BANK Identifies the name of the bank if mode of payment is Cheque. CHEQUE NO Corresponding cheque number if if mode of payment is Cheque. CARD TYPE Corresponding card type if mode of payment is Credit Card. Advanced VoIP Billing System 174

186 User Manual Chapter 2 Billing Presets CARD NUMBER Cedit card number if mode of payment is Credit Card. REMARKS Any remarks regarding the received payment (optional). 4 As required, perform one of the following procedures: Click Back to view previous page Or Click Next to view confirmation page. 5 As required, perform one of the following procedures: Click Back to view previous page. Or Click Submit Payment to display payment receipt. Whenever a payment is made, the received payment information is saved and is assigned a new Payment ID. This payment ID is used for editing and viewing purpose. Bounce Payment This section handles the bounced payments. It is used for the payments through a bank cheque. The status of Bounced Back payment can be set for payments that have been bounced back at different locations. Once a payment is bounced back, a new entry needs to be created for it, upon successful payment. 2 Select Billing Presets > Prepaid Cards > Card Payments > Bounce Payment. Bounce Cards Payment form displays. Advanced VoIP Billing System 175

187 User Manual Chapter 2 Billing Presets 3 As required, enter the following information: SELECT LOCATION Location of the bounced payment. PAYMENT ID Payment ID of the bounced payment. This is the ID generated and assigned to the payment when it is being stored in the billing system. CHEQUE NO Cheque number of the bounced payment. 4 As required, perform one of the following procedures: Click Back to view previous page. Or Click Next to view confirmatory information. 5 As required, perform one of the following procedures: Click Back to view previous page. Or Click Bounce Payment to proceed. Success message displays. Edit Payment You can edit information for the payment. 2 Select Billing Presets > Prepaid Cards > Card Payments > Edit Payment. Edit Cards Payment form displays. 3 As required, select the following information: FROM Starting date for editing the payment. TO Ending date for editing the payment. SELECT LOCATION Location available for selection. Advanced VoIP Billing System 176

188 User Manual Chapter 2 Billing Presets 4 Click Next. Displays payment(s) for the specified date range and location. Click on the receipt ID of the record to display the Edit Card Payment form. 5 As, required, perform one of the following procedures: Click Back to view previous page. Or Click Save Changes to proceed. Success message displays. View Payment You can view payment information for the payment. 2 Select Billing Presets > Prepaid Cards > Card Payments > View Payment. View Cards Payment form displays. 3 To view the payment receipts, please specify the information as follows: CARD PAYMENT ID Payment ID of the payment receipt to be displayed. The ID must be in an integer format. A message prompt displays if you enter invalid characters. Empty/Null values are also not allowed. Advanced VoIP Billing System 177

189 User Manual Chapter 2 Billing Presets 4 Click View Payment. Displays payment receipt of the corresponding ID or if there is incorrect information, shows corresponding message. Multi Services [Enterprise Edition] You can assign multiple services with different rates. This section deals with the management of: Services Service Groups Service Contents Each Service Group can hold a number of services and services may be generated individually as well. Contents for the corresponding services can be created and maintained as required. Services You can create, edit or delete services. Each service can have different rates and charges. This section provides detail about managing services. Add Services You can add multi services via the following procedure: 2 Select Billing Presets > Multi Services > Services > Add Services. Add Service form displays. 3 As required, enter or select the following information: SERVICE DESCRIPTION Identifies description for new service. Advanced VoIP Billing System 178

190 User Manual Chapter 2 Billing Presets DEFAULT RATE FOR THIS SERVICE Identifies default rate for service group. Either: [Hourly Rates] Hourly rates available for selection [Traffic Rates] Traffic rates available for selection [Pay/View Rates] Pay/View rates available for selection [Pay/Instance Rate] Pay/Instance rates available for selection. 4 Click Next. Selected information displays 5 As appropriate, perform one of the following functions: Click Add Group to add group. Or Click Finish to finish. 6 On selecting Add Group, the following form displays. 7 View the Service Detail information. 8 As required, enter or select the following information: GROUP DESCRIPTION Identifies description for new group. SELECT EXISTING GROUPS TO ADD IN SERVICE Identifies selection of existing groups. Selecting this field hides Group Description field and displays list of available service groups. Advanced VoIP Billing System 179

191 User Manual Chapter 2 Billing Presets 9 As required, select the following information: APPLY DEFAULT SERVICE CHARGES Indicates application of default service charges. APPLY GROUP LEVEL CHARGES Indicates application of group level charges. Selecting this field displays options for Traffic Rates, Hourly Rates and Pay/View Rates. 10 Select required rates. 11 Click Add Group. Success message displays. Advanced VoIP Billing System 180

192 User Manual Chapter 2 Billing Presets List Services You can list multi services via the following procedure: 2 Select Billing Presets > Multi Services > Services > List Services. List Services form displays. 3 As required, you can edit or delete required service by clicking Edit or Delete, respectively. Advanced VoIP Billing System 181

193 User Manual Chapter 3 Reports Chapter 3 Reports This chapter includes General Reports Agents Reports Data Reports This chapter discusses all the reports relevant to this system. Reports This chapter discusses information about reports. General This section deals with reports related to various sections. Account Reports You can view account reports using this form. 2 Select Reports > Reports > General > Account Reports. Accounts Reports form displays. 3 As required, enter or select the following information: FROM Starting date for the account report to be viewed. TO Ending date for the account report to be viewed. Advanced VoIP Billing System 182

194 User Manual Chapter 3 Reports SELECT BILLING PLAN Billing plan available for selection. SELECT BILLING ADMINISTRATOR Administrator whose report needs to be viewed available for selection. ACCOUNTS TYPE Type of account for which a report needs to be viewed. Either: [Normal Customers] set to normal customers [Prepaid cards] set to prepaid cards. CUSTOMERS TYPE Type of customer for which a report needs to be viewed available for selection. Either: [Retailers] set to retailers [Wholesalers] set to wholesalers. ACCOUNT NUMBER Specifies the upper and lower limit for the account numbers to be searched; lower limit number in the From field and the upper limit in the To field. The accounts are searched within this range of account numbers. CURRENT BALANCE + CREDIT LIMIT Specifies search for accounts based on their current balance and credit limit by entering a sum of these two amounts as an upper and lower limit respectively; lower limit in the From field and the upper limit in the To field. The accounts are searched within this range of balance amount. REPORTS Select any of the account reports. Either: [Accounts Creation Report] shows all the accounts created in the dates as specified in the date s respective fields. [Accounts Deactivation Report] shows all the accounts deactivated in the dates as specified in the date s respective fields. Advanced VoIP Billing System 183

195 User Manual Chapter 3 Reports [Deleted Accounts Report] shows all the accounts deleted in the dates as specified in the date s respective fields. [Expired Accounts Report] shows all the accounts expired in the dates as specified in the date s respective fields. Card Reports In this section, reports for prepaid cards are retrieved. This section has been discussed earlier in Select Prepaid Card > Card Reports. Editing Reports You can view editing reports using this form: 2 Select Reports > Reports > General > Editing Reports. Editing Reports form displays. 3 As required, enter the following information: FROM Starting date for the report to be viewed. TO Ending date for the report to be viewed. PLAN EDITING REPORT Indicates displaying Plan Editing Report. Advanced VoIP Billing System 184

196 User Manual Chapter 3 Reports CREDIT LIMIT EDITING REPORT Indicates displaying Credit Limit Editing Report. 4 Click Get Report. Appropriate message or desired report displays. Plan Editing Credit Limit Editing Report Execute Query You can execute a query using this form: 2 Select Reports > Reports > General > Execute Query. Execute Query form displays. 3 As required, enter or select the following information: SELECT YOUR QUERY Queries available for selection. QUERY DESCRIPTION Identifies query and its description. QUERY DETAIL Details regarding the query. SAVE THIS QUERY Indicates whether to save the query or not. Advanced VoIP Billing System 185

197 User Manual Chapter 3 Reports 4 As appropriate, perform one of the following procedures: Click Execute Query to execute the query and display required information/appropriate message. Or Click Reset to reset the information. Sales Reports You can view sales reports in this section: 2 Select Reports > Reports > General > Sales Reports. Sales Reports form displays. 3 As required, enter or select the following information: FROM Starting date for the sales report to be viewed. TO Ending date for the sales report to be viewed. SELECT BILLING PLAN Billing plan available for selection. Advanced VoIP Billing System 186

198 User Manual Chapter 3 Reports SELECT BILLING ADMINISTRATOR Administrator whose report needs to be viewed available for selection. SELECT PAYMENT MODE Mode of payments available for selection. Either: [All] set to all [Cash] set to cash [Cheque] set to cheque [Credit Card] set to credit card [Discount] set to discount [Free Bonus] set to free bonus [Prepaid Card] set to prepaid card [Return Prepaid Card] set to return prepaid card [Wire Transfer] set to wire transfer. ACCOUNT NUMBER Specifies the upper and lower limit for the account numbers amongst which the sales report is to be searched; lower limit number in the From field and the upper limit in the To field. PAYMENT AMOUNT Range of the payment amount amongst which the sales report is searched; the lower limit in the From field and the upper limit in the To field. PAYMENT RECEIPT ID A particular sales ID of a receipt to be searched. PAYMENT RECEIPT REF. NO Payment receipt s reference number. This reference ID is the one as displayed in the Receive Payment form in User Manager > Customers > Payments > Receive section. (Field entitled Receipt Ref. # ). EXCLUDE PAYMENTS Indicates view reports without the payments. EXCLUDE DISCOUNTS/BONUSES Indicates not to view any information regarding the Discounts/Bonuses. REPORT TYPES Type of report that to view. Each report has its own format and information.: [Detailed] view detailed information [Account Wise] set to summarized report is based on the accounts information. [Plan Wise] set to report only showing a summarized view of the plans based sales. [Location Wise] set to report based on the location. [Payment Mode Wise] set to report based on the mode of payment. [Billing Admin Wise] set to report based on the billing administrator s information. It lists the administrator s name along with the total amount expressed in US Dollars. Advanced VoIP Billing System 187

199 User Manual Chapter 3 Reports 4 Click Get Report to launch the required report. Detailed Report Account Wise Plan Wise Advanced VoIP Billing System 188

200 User Manual Chapter 3 Reports Location Wise Payment Mode Wise Billing Admin Wise CDRs Query This subsection handles generating customized reports of CDRs. 2 Select Reports > Reports > General > CDR s Query. Customized CDRs Reports form displays. Advanced VoIP Billing System 189

201 User Manual Chapter 3 Reports 3 As required, select the following information: FROM Starting date for the report to be viewed. TO Ending date for the report to be viewed. EXPORT RESULTS IN.CSV FILE Indicates whether to export the results in.csv file. ONLY SUCCESSFUL CALLS (CALL DURATION > 0) Indicates whether to include only successful calls. ACCOUNT NUMBER Indicates whether to include account number. CUSTOMER ID Indicates whether to include customer identification code. CHARGED DURATION Indicates whether to include charged duration. ACTUAL DURATION Indicates whether to include actual duration. COST Indicates whether to include cost. INTERNAL COST Indicates whether to include internal cost. CALL START TIME Indicates whether to include call start time. CALL END TIME Indicates whether to include call end time. PLAN NAME Indicates whether to include plan name. CALLING ID Indicates whether to include calling ID. CALLED NUMBER Indicates whether to include called number. CALLING NUMBER Indicates whether to include calling number. DESINATION NAME Indicates whether to include destination name. HOME GATEWAY Indicates whether to include home gateway. ORIGINATING GATEWAY Indicates whether to include originating gateway. TERMINATING GATEWAY Indicates whether to include terminating gateway. VENDOR ACCOUNT NO. Indicates whether to include vendor account number. Advanced VoIP Billing System 190

202 User Manual Chapter 3 Reports ACCESS NUMBER Indicates whether to include access number. CONF ID Indicates whether to include conf ID. CALL LEG Indicates whether to include call leg. AGENT NAME Indicates whether to include agent name. AGENT DURATION Indicates whether to include agent duration. AGENT CALL CHARGES Indicates whether to include agent call charges. 4 Click Report. Displays desired customized report or appropriate message. Usage Reports You can launch reports related to usage by the following procedure: 2 Select Reports > Reports > General > Usage Reports. Usage Reports form displays. 3 As required, select the following information: FROM Starting date for the usage report to be viewed. TO Ending date for the usage report to be viewed. ONLY SUCCESSFUL CALLS This option applies to all reports. Indicates if you need to view any report containing information of only successful calls i.e. calls with time duration more than zero. Advanced VoIP Billing System 191

203 User Manual Chapter 3 Reports REPORTS Reports for usage. Either: [Usage Report Account Wise] shows a report based on the clients account. The clients are the customers for the selected agent. [Usage Report Plan Wise] shows a usage report based on the plan to be used for billing/charging the clients (customers of the selected agent). [Usage Report Channel Wise] shows a usage report based on the channels/ports being used by a user. Thus, this report shows the usage per port for a customer. [Usage Report in Detail] shows report for the usage by customer(s) of the selected agents. This is a bit more detailed report as compared to the rest of the reports which focus on specific information. [Connected Users Report] shows the usage by the users who have connected with the system by specifying a certain date and time in the Select Date Time field. [Lapsed Amount Report] shows the usage information of all those customers the time for whom has expired and cannot make any further calls. Lapsed time is the expiry time. [Internet Usage Report] shows a report customer s internet usage. [Internet Usage Report in Detail] shows a detailed report of customer s internet usage. [Internet Usage Report Plan Wise] shows a report based on customer s allotted plan. SELECT PLAN Plan available for selection. 4 Click Get Report to launch respective report. Account Wise Plan Wise Advanced VoIP Billing System 192

204 User Manual Chapter 3 Reports Channel Wise Detailed Usage Report Vendor Reports This section discusses information related to vendor reports. This information has been discussed in User Manager > Vendors > Vendor Reports. Gateways Reports You can use this section to view gateway reports. 2 Select Reports > Reports > General > Gateways Reports. Gateways Reports form displays. Advanced VoIP Billing System 193

205 User Manual Chapter 3 Reports 3 As required, enter or select the following information: FROM Starting date of the date range. TO Ending date of the date range. HOME GATEWAY Home gateway available for selection. ORIGINATOR/INBOUND PARTNER Originator/inbound partner available for selection. TERMINATING/OUTBOUND PARTNER Terminating/outbound partner available for selection. TRAFFIC TYPE Traffic type available for selection. CALL TIME Start and end time of call. ONLY SUCCESSFUL CALLS Indicates charging only successful calls i.e. call duration of more than zero seconds. ASR/ACD REPORT (GATEWAY WISE) Identifies ASR/ACD (gateway wise) report. ASR/ACD REPORT (ACCOUNT WISE) Identifies ASR/ACD (account wise) report. Advanced VoIP Billing System 194

206 User Manual Chapter 3 Reports ASR/ACD REPORT (DESTINATION WISE) Identifies ASR/ACD (destination wise) report. CALLS DETAILED REPORT Identifies calls detailed report. 4 Click Get Report. Displays desired report or appropriate message. Advanced VoIP Billing System 195

207 User Manual Chapter 3 Reports Search Usage Using this form to search usage: 2 Select Reports > Reports > General > Search Usage. Search Usage form displays. 3 As required, enter or select the following information: FROM Starting date for the search usage report to be viewed. TO Ending date for the search usage report to be viewed. PRINT COST Indicates viewing the cost of usage. It has further options: [customer] set to the cost incurred on the customer or the cost payable to us (the system/admin). [internal] set to internal cost incurred on the system/administration to be paid to the service provider. [customer/internal/profit] set to all three costs; on customer, system/administration and profit earned. If the Print Cost option is not selected then none of the above mentioned costs can be viewed. CALL LENGTH Indicates report based on the call length. Either: [Customer/Originator] set to call length for customer/originator [Internal/Terminator] set to call length for internal/terminator [Actual] set to actual call length. DISPLAY FORMAT Display format for time in which you prefer to view the time. Either: [MI:SS] set to time displayed in Minutes:Seconds format Advanced VoIP Billing System 196

208 User Manual Chapter 3 Reports [HH:MI:SS] set to time displayed in Hours:Minutes:Seconds format. TRAFFIC TYPE Type of traffic for viewing a report. Either: [Inbound] set to inbound [Outbound] set to outbound. PARTNER TYPE Type of partner (recognized and registered authority) for whom you need to view the report available for selection. Either: [Originators] set to originators for inbound [Terminators] set to terminators for outbound. TRAFFIC FOR Reports on basis of the types of traffic. Either: [All Accounts ] set to view report for the traffic of all accounts [Registered Accounts] set to view report for registered accounts (in this case enter the account value in the input box) [Unregistered Accounts] set to view report for the unregistered accounts Since traffic is both ways; inbound/outbound and generated from various sources, therefore, you can also get a listing of the unregistered accounts traffic information. CALLING ID Identifies the calling ID. This ID is the Calling ID (ANI/Technical Prefix) which is assigned during user registration with the billing system. CALLING NUMBER Number initiating the call. CALLED NUMBER Number that has been called. CALLED NUMBER PREFIX Prefix of the number that has been called. CALL TIME Duration of the call; specify the lower limit in the first data field box and the upper limit in the second input box. ONLY SUCCESSFUL CALLS Indicates viewing the calls with a duration greater than zero second i.e. all the successful calls. BILLING PLAN Billing plan available for selection. SELECT HOME GATEWAY IP Home gateway IP available for selection. ORIGINATING/INBOUND GATEWAY IP, Originating/inbound gateway IP available for selection. DISPLAY IN REPORT Indicates whether to display in the report. TERMINATING/INBOUND GATEWAY IP Terminating/inbound gateway IP available for selection. Advanced VoIP Billing System 197

209 User Manual Chapter 3 Reports DISPLAY IN REPORT Indicates whether to display in the report. 4 Click Get Report to launch the required report. Agents Summary In order to view a summarized report of all agents: 2 Select Reports > Reports > General > Agents Summary. Summary Report (Agents) form displays. 3 Review the agents information. Balance Sheet In order to view a summarized report payables and receivables: Advanced VoIP Billing System 198

210 User Manual Chapter 3 Reports 2 Select Reports > Reports > General > Balance Sheet Profit Loss Report In order to view a summarized report of profit and loss information: 2 Select Reports > Reports > General > Profit Loss Report Profit Loss Reports are shown on the basis of the selected criteria, specified in the following fields: [From] Identifies the starting date [To] Identifies the ending date Advanced VoIP Billing System 199

211 User Manual Chapter 3 Reports 3 Select Reports > Reports > General > Balance Sheet Balance Sheet shows all the information regarding payables and receivables Advanced VoIP Billing System 200

212 User Manual Chapter 3 Reports Agent Reports This section deals with all reports related to agents. This section has been discussed in User Manager > Agents > Agent Reports. Data Reports [Enterprise Edition] This section provides information about data reports. It consists of: Accounts Reports Usage Reports Accounts Reports This subsection discusses various types of accounts reports. To generate required report: 2 Select Reports > Reports > Data Reports > Accounts Reports. Accounts Reports form displays. 3 As required, select the following information: FROM Identifies starting date for the date range. TO Identifies ending date for the date range. 4 As required, select required report to be generated: ACTIVE USERS WITHOUT USAGE Identifies active users without usage, report to be generated. ACCOUNTS REFRESH REPORT Identifies accounts refresh report to be generated. Seelcting this displays Plan Name field. Advanced VoIP Billing System 201

213 User Manual Chapter 3 Reports PLAN NAME Plan name available for selection. To choose all plan names, select All Plans. ACCOUNTS EXPIRATION DATE WISE REPORT Identifies accounts expiration date wise report to be generated. Selecting this displays Account Type field. ACCOUNT TYPE Account type available for selection. To choose all account types, select All. SUSPENDED USERS REPORT Identifies suspended users report to be generated. USERS BALANCE REPORT Identifies users balance report to be generated. Selecting this displays Balance Range field. BALANCE RANGE Balance ranges available for selection. CREDIT CARDS EXPIRATION REPORT Identifies credit cards expiration report to be generated. REJECTED CREDIT CARDS REPORTS Identifies rejected credit cards report to be generated. Advanced VoIP Billing System 202

214 User Manual Chapter 3 Reports 5 Click Get Report. Required report displays. Usage Reports This subsection discusses various types ofusage reports. To generate required report: 2 Select Reports > Reports > Data Reports > Usage Reports. Usage Reports form displays. 3 As required, select the following information: FROM Identifies starting date for the date range. TO Identifies ending date for the date range. 4 As required, select required report to be generated: USAGE REPORT (COMPLETE) Identifies complete usage report to be generated. USAGE REPORT (DETAILED) Identifies detailed usage report to be generated. USAGE REPORT PLAN WISE Identifies plan wise usage report to be generated. USAGE REPORT (CLI/IP ADDRESS) Identifies usage report with CLI/IP address to be generated. Selecting this field displays Customer ID, CLI and Framed IP Address fields. CUSTOMER ID Identifies ID of the customer for which report is to be generated. Advanced VoIP Billing System 203

215 User Manual Chapter 3 Reports CLI Identifies CLI of the customer for which report is to be generated. FRAMED IP ADDRESS Identifies framed ID address of the customer for which report is to be generated. CONNECTED USERS REPORT Identifies connected users report to be generated. Selecting this displays Select Date/Time field. SELECT DATE/TIME Identifies corresponding date for which the report is to be generated. USAGE REPORT (INVALID USERS) Identifies usage report to be generated for invalid users. DETAILED USAGE (INVALID USERS) Identifies detailed usage report to be generated for invalid users. 5 Click Get Report. Required report displays. Multiservice Reports This section discusses multiservice reports. Usage Reports To generate required usage report: 2 Select Reports > Reports > Multiservice Reports > Usage Reports. Usage Reports form displays. 3 As required, select the following information: FROM Identifies starting date for the date range. TO Identifies ending date for the date range. Advanced VoIP Billing System 204

216 User Manual Chapter 3 Reports 4 As required, select required report to be generated: USAGE REPORT (COMPLETE) Identifies complete usage report to be generated. USAGE REPORT (DETAILED) Identifies detailed usage report to be generated. USAGE REPORT PLAN WISE Identifies plan wise usage report to be generated. USAGE REPORT SERVICE WISE Identifies service wise usage report to be generated. 5 Click Get Report. Required report displays. Advanced VoIP Billing System 205

217 User Manual Chapter 3 Reports Advanced VoIP Billing System 206

218 User Manual Chapter 4 System Settings Chapter 4 System Settings This chapter includes System Conf Security DID Management This chapter discusses various topics related to system configuration and settings. System Conf This section allows billing administrators to manage system configurations; you can customize display settings of all the forms, reports, messages and customer pages. You can also define layout of customer menu and payment pages selecting fields required to be displayed on pages. Other tasks like SMTP server configurations, home and payment gateway settings, prepaid cards management, maintaining access numbers, defining payment mode and currency settings can also be carried out in this section. Its easy to use and flexible interface makes billing configurations easier. (SMTP) Server Configuration [Enterprise Edition] To configure the server: 2 Select System Settings > System Conf > General > (SMTP) Server. (SMTP) Server Configuration form displays. 3 As required, enter the following information: SERVER IP IP address of the system on which the pop server (to receive mails) is running. Advanced VoIP Billing System 207

219 User Manual Chapter 4 System Settings SERVER NAME Name of the computer on which the pop server is running. For example, pop.advcomm.net. IP address can also be provided. MAIL SERVER SMTP PORT Port at which SMTP server (to send mails) is running. Its default value is 25. DOMAIN domain if in case you have accounts of all the billing customers with same domain name. For example, mike@advancedvoip.com, where advancedvoip.com is the domain name. In this case the script gets the user name from billing database and domain name specified here and sends at username@ domain name. SERVER AUTHENTICATION REQUIRED [ ID] Specify ID [ Password] Specify password 4 As appropriate, perform one of the following functions: Click Save Changes to save the information. Or Click Reset to cancel the information selected. Prepaid Cards This subsection is used to edit the format of prepaid cards PIN (Personal Identification Number), which is generated by the billing system. 2 Select System Settings > System Conf > General > Prepaid Cards. Prepaid Card Configuration form displays. 3 As required, enter the following information: ALLOWED CHARACTERS IN PIN Allowed numeric and alphabetic characters to be used while generating the prepaid cards PIN. It is highly recommended to use the lower case alphabets, in case if you write in upper case, billing will automatically convert these to lower case. It s better to exclude the characters that resemble while choosing the allowed characters in the prepaid cards for example 1 and character (L). Advanced VoIP Billing System 208

220 User Manual Chapter 4 System Settings PIN LENGTH Allowed length of the PIN. Default PIN length is 12 characters. 4 As appropriate, perform one of the following procedures: Click Save Changes to display appropriate message. Or Click Reset to cancel entered information. Other Conf You can define other important billing configurations in this section: 2 Select System Settings > System Conf > General > Other Conf. Other Configuration form displays. 3 As required, enter or select the following information: CORPORATE ACCOUNT Indicates status of corporate account. Either: [On] set to on. [Off] set to off. If the option is set to Off, the input field Parent Account No. in the User Manager > Customers > Customers Registration > Step 2 subsection is not displayed. LEAST COST ROUTING (LCR) Indicates status of LCR. Either: [On] set to on. [Off] set to off. CURRENCY Currency used for billing, e.g. USD. NO. OF COPIES OF PAYMENT RECEIPTS TO PRINT Number of copies of the payment receipts to be generated for the customers. By default, it is 2. NO. OF COPIES OF INVOICE TO PRINT Number of copies of the invoice receipts to be generated for the customers. By default, it is 0. DUE DATE FOR INVOICE PAYMENT AFTER Number of days after which invoice payment is due. Due date is added to the invoice. Advanced VoIP Billing System 209

221 User Manual Chapter 4 System Settings DEFAULT TAX 1/ DEFAULT TAX 2 [ENTERPRISE EDITION] Identifies default tax rate, which is the percentage of actual call amount to be charged as tax from the customer. CHANGE TAX RATE FOR ALL CUSTOMERS [ENTERPRISE EDITION] Indicates whether to change the tax rate for all of the customers. If not, system updates tax for customers using default tax rate defined in the system. 4 As appropriate, perform one of the following procedures: Click Save Changes to display appropriate message. Or Click Reset to cancel entered information. Advanced VoIP Billing System 210

222 User Manual Chapter 4 System Settings Customer Pages Menu This section discusses the settings related to Customer Pages Menu. 2 Select System Settings > System Conf > Customer Pages Menu. Customer Menu Configuration form displays. 3 As required, select information to be displayed on the customer pages: USERʹS BALANCE INFORMATION Indicates customer may view personal and account information. Information to be restricted can be unchecked. BILL DETAIL Indicates customer may view Payment History and Debited Charges. Information to be restricted can be unchecked. BILLING PASSWORD Indicates customer may change their billing password by entering their old billing password. ACCOUNT PIN Indicates customer may change their PIN on entering their old PIN. INVOICES DETAIL Indicates customer may view their invoice details. RECHARGE ACCOUNT BY PREPAID CARD Indicates recharging of customer s account by prepaid card. COMPLAINTS Indicates customers can add and view the status of their complaints. REGISTER NEW CUSTOMER BY PREPAID CARD Indicates registration of customer by prepaid card. RECHARGE ACCOUNT BY CREDIT CARD Indicates recharging customer s account by credit card. Advanced VoIP Billing System 211

223 User Manual Chapter 4 System Settings REGISTER NEW CUSTOMER BY CREDIT CARD Indicates registration of new customer s by credit card. 4 As appropriate, perform one of the following functions: Click Save Changes to save the information and restart the web server to make these changes effective. Or Click Reset to cancel the information selected. Customer Pages Display This section discusses information related to settings for the customer pages: 2 Select System Settings > System Conf > General > Customer Pages Display. Customer Menu Configuration form displays 3 As required, select the following Languages information: DEFAULT LANGUAGE Default language available for selection. 4 As required, select the following Skin information: DEFAULT SKIN Default skin available for selection. 5 As required, select the following Logo Settings information: CHANGE LOGO Identifies if the logo is to be changed. Selecting this displays additional fields of Logo Path and Logo Hyperlink. LOGO PATH Identifies the path for location of logo. LOGO HYPERLINK Identifies the hyperlink for the logo. Advanced VoIP Billing System 212

224 User Manual Chapter 4 System Settings COMPANY NAME Identifies the company name. 6 As required, enter the following error/success messages: ERROR MESSAGE Identifies the customized error message that can be entered by the admin. This message is displayed by the application on encountering errors. LINK ERROR MESSAGE Identifies the customized link error message that can be entered by the admin. This message is displayed by the application on encountering problems with any of its links. PAYMENT SUCCESSFULLY ADDED MESSAGE Identifies the customized success message that can be entered by the admin. This message is displayed by the application on successfully adding payment to the system. NEW USER ADDED SUCCESS MESSAGE Identifies the customized success message that can be entered by the admin. This message is displayed by the application on successfully adding new user to the system. SESSION EXPIRED MESSAGE Identifies the customized sessuin expired message that can be entered by the admin. 7 Click Save Interface Settings. Appropriate message displays. XP (blue) Standard (blue) Advanced VoIP Billing System 213

225 User Manual Chapter 4 System Settings Admin Pages Display This section discusses information related to settings for the administrators pages: 2 Select System Settings > System Conf > General > Admin Pages Display. Admin s Personal Interface Settings form displays 3 As required, select the following Languages information: DEFAULT LANGUAGE Default language available for selection. 4 As required, select the following Skin information: DEFAULT SKIN Default skin available for selection. 5 As required, select the following Logo Settings information: CHANGE LOGO Identifies if the logo is to be changed. Selecting this displays additional fields of Logo Path and Logo Hyperlink. Advanced VoIP Billing System 214

226 User Manual Chapter 4 System Settings LOGO PATH Identifies the path for location of logo. LOGO HYPERLINK Identifies the hyperlink for the logo. COMPANY NAME Identifies the company name. 6 Click Save Interface Settings. Appropriate message displays. s [Enterprise Edition] This subsection is used to manage the s and alert messages sent to the customers. Alerts Configuration It is used to allow or disallow sending alerts to the customers. 2 Select System Settings > System Conf > s > Alerts Configuration. Alerts Configuration form displays. 3 As required, select the following information: WELCOME ALERT s sent on successful customer registration. Either: [On] set to on. [Off] set to off. LOW CREDIT ALERTS Alerts sent whenever credit limit plus current balance reaches zero or negative value. [On] set to on. [Off] set to off. Advanced VoIP Billing System 215

227 User Manual Chapter 4 System Settings 4 As appropriate, perform one of the following functions: Click Save Changes to save the information. Or Click Reset to cancel the information selected. New You can add a new . 2 Select System Settings > System Conf > s > Add New . Add New form displays. 3 As required, enter the following information: MAIL TITLE Unique description for each . FROM ADDRESS Sender s address. For example, it can be the administrators address. CC ADDRESS address of recipients. If more than one addresses are required then use a semicolon sign i.e. ; as a separator. SUBJECT Subject for the to be sent to the customer e.g. a welcome message or low credit alert to be sent to the customer. MESSAGE Message to be sent to the customer. VARIABLES Variables to be added, such as, User s Current Balance in this message. ADMINISTRATOR SIGNATURE Name of the administrator. Advanced VoIP Billing System 216

228 User Manual Chapter 4 System Settings 4 As appropriate, perform one of the following functions: Click Add to add . Or Click Reset to cancel the information selected. Edit You can edit a new . 2 Select System Settings > System Conf > s > Edit . Edit form displays. 3 As required, enter the following information: DEACTIVATE THIS [Yes] set to yes. [No] set to no 4 As appropriate, perform one of the following functions: Click Save Changes to save the changes made to the . Or Click Reset to cancel the changes made. Payment Gateway [Enterprise Edition] Customers can make payments through credit cards. The payment gateways supported by the billing system are Authorize.Net, WorldPay, LinkPoint, PaymentsGateway.Net, Bank of America estores, Verisign and PayPal. This subsection helps the administrators to configure the above mentioned payment gateways in their billing systems. Advanced VoIP Billing System 217

229 User Manual Chapter 4 System Settings Add Gateway This section is used to specify the information and variable names that will be used by the payment gateway to receive the data from the billing system. Specify only information and variable names that are required by the payment gateway used by your billing system. 2 Select System Settings > System Conf > Payment Gateway > Add Gateway. Add Gateway form displays. 3 As required, enter or select the following Payment Gateways information: GATEWAY NAME Name of the payment gateway. GATEWAY URL URL of the payment gateway. 4 As required, enter the following Card information: CARD CUSTOMER ID VARIABLE Variable name used for the credit card s customer ID. CARD FIRST NAME VARIABLE Variable name used for the credit card s first name. CARD LAST NAME VARIABLE Variable name used for credit card s last name. Advanced VoIP Billing System 218

230 User Manual Chapter 4 System Settings CARD NUMBER VARIABLE Variable name used for credit cardʹs number. CARD TYPE VARIABLE Variable name used for credit cardʹs type. CARD CVV2 VARIABLE Variable name used for credit card s Card Verification Value code. 5 As required, enter or select the following Card Validity Related Variable information: EXPIRY MONTH VARIABLE Variable name used for credit cardʹs expiry month. EXPIRY YEAR VARIABLE Variable name used for credit cardʹs expiry year. EXPIRY DATE VARIABLE Variable name used for credit cardʹs expiry date. EXPIRY DATE FORMAT Format used by the credit cardʹs expiry date. 6 As required, enter or select the following Card Address Variables information: ADDRESS VARIABLE Variable name used for credit cardʹs address. CITY VARIABLE Varible name used for credit card s city. STATE VARIABLE Variable name used for credit cardʹs state. COUNTRY VARIABLE Variable name used for credit cardʹs country. POSTAL CODE VARIABLE Variable name used for credit cardʹs postal code. PHONE NUMBER VARIABLE Variable name used for credit cardʹs phone number. FAX VARIABLE Variable name used for credit cardʹs fax number. VARIABLE Variable name used for credit cardʹs address. 7 As required, enter or select the following Payment Related Variables information: PAYMENT DESCRIPTION VARIABLE Variable name used for payment description. DECIMAL POSITIONS IN AMOUNT Credit cardʹs decimal position in amount. TRANSACTION ID Credit cardʹs transaction ID. AMOUNT VARIABLE Credit cardʹs amount variable name. AMOUNT MULTIPLIER Credit cardʹs amount multiplier. Advanced VoIP Billing System 219

231 User Manual Chapter 4 System Settings MINIMUM CHARGE Credit cardʹs minimum charge. CURRENCY CODE VARIABLE Credit cardʹs currency code variable name. 8 As required, enter or select the following General information: IS HTML ONLY Indicates if the payment gateways web site is required to be accessed while processing the payment. 9 Click Next. Displays the following form: 10 As required, enter or select the following information: VARIABLE NAME Internal variable name to be sent to the payment gateway as a hidden parameter. VARIABLE DESCRIPTION Descriptive text or label displayed used to configure your gateway account settings. VARIABLE VALUE Value of variable. You can edit this value from Payment Gateway > Set Accounts section. HAS FIXED VALUE Indicates the variable has a fixed value and the value is not editable in future. On leaving this check box unchecked, you are required to provide value for this variable when the gateway is activated, each reseller using this gateway is required to provide account specific value for these variables. HTTP POST VARIABLE Indicates using the POST method to send this variable. On leaving unchecked, the GET method is used to send the value of the variable. A possible use of such variables would be to store data for comparison on later stages. 11 As appropriate, perform one of the following procedures: Click Add and Finish to display Activate Gateways form. Advanced VoIP Billing System 220

232 User Manual Chapter 4 System Settings Or Click Save and Add More to add the current variable and add another variable. Edit Gateways Activate Gateways form has been explained under Set Accounts section. You can edit gateways: 2 Select System Settings > System Conf > Payment Gateway > Edit Gateway. Edit Gateway form displays. 3 As required, select the following information: SELECT PAYMENT GATEWAY TO EDIT Gateway available to be edited. 4 Click Edit. Add New Gateway form displays. Advanced VoIP Billing System 221

233 User Manual Chapter 4 System Settings 5 Select the following additional information: ACTIVATE Checking/ unchecking indicates whether to activate the gateway or not. 6 Edit the required fields. 7 Click Save Changes. Displays list of gateways. 8 Review the gateway information. 9 As appropriate, perform one of the following procedures: Click Delete to delete gateway. Or Click Add and Finish to display Activate Gateways form. Or Click Save and Add More to add the current variable and add another variable. Set Accounts Activate Gateways form has been explained under Set Accounts section. You can set the payment gateways accounts. 2 Select System Settings > System Conf > Payment Gateway > Set Accounts. Activate Gateway form displays. 3 Review the information: GATEWAY Displays a list of the supported gateways. ACTIVATED Displays if gateway is activated or not. Either: [YES] set to yes. In case multiple gateways are active then the administrator can choose a preferred payment gateway on the payment form. [NO] set to no. Advanced VoIP Billing System 222

234 User Manual Chapter 4 System Settings CONFIGURED Displays if gateway specific account information is provided and transaction may be performed using this gateway or not. Either: [YES] set to yes. [NO] set to no. 4 Click Set Account. Displays Update Variables for Gateway [Gateway Name] form. 5 Edit required data. 6 Click Set Account. Account is set. Home Gateways Home Gateways send request to RADIUS for authentication. These are used to specify IP addresses of the originating and terminating gateways of the billing system. In this section you can: Add Home Gateways Edit Home Gateways Delete Home Gateways List Home Gateways Add To add the information of a new gateway: 2 Select System Settings > System Conf > Home Gateways > Add. Add Home Gateway form displays. 3 As required, enter the following information: GATEWAY DESCRIPTION Name of the gateway. GATEWAY IP IP address of the gateway. 4 Click Add Gateway. Displays appropriate message. Advanced VoIP Billing System 223

235 User Manual Chapter 4 System Settings List You can list required home gateway list. 2 Select System Settings > System Conf > Home Gateways > List. Home Gateways List form displays. 3 As required, enter the following information: GATEWAY IP OR DESCRIPTION Identifies the IP or description of the gateway. 4 Click Show. List of required gateways is displayed. If you even enter a part of the home gateway name, all the home gateways containing that part of the name will be displayed. To view all the home gateways, leave the input box empty and click show. 5 As required, click Delete to delete required home gateways. 6 As required, click Edit to edit required home gateways. Edit Home Gateway displays. 7 Edit required information. 8 Click Save Changes. Appropriate message displays. Editing Reason Editing reasons are defined to maintain a predefined log for editing any data in the billing system. For example, it can be used for defining editing reasons of customers credit limit, payment, etc. in the billing system. Add You can add editing reasons in this section: 2 Select System Settings > System Conf > Editing Reason > Add. Add New Editing Reason form displays. Advanced VoIP Billing System 224

236 User Manual Chapter 4 System Settings 3 As required, enter the following information: EDITING REASON Identifies the editing reason. 4 Click Add Editing Reason. Displays appropriate message. List You can list editing reasons in this section: 2 Select System Settings > System Conf > Editing Reason > List. Displays Editing Reasons List form. 3 As required, enter the following information: ENTER REASON DESCRIPTION Description of editing reason. 4 Click Show. Displays list of editing reasons. 5 As required, click Delete to delete required record(s). 6 As required, click Edit to edit required record(s). Edit Editing Reason form displays. 7 Click Save Editing Reason. Displays appropriate message. If you enter a part of the editing reason name, all the editing reasons containing that part of the name are displayed. To view all access numbers keep this field blank. Location [Enterprise Edition] Locations are sub offices or outlets where: Payments are received from the customers Prepaid cards are sold Payments are received from the customers Advanced VoIP Billing System 225

237 User Manual Chapter 4 System Settings Advanced VoIP Billing is a browser based system, therefore, it can be accessed from any where over the internet. With the help of this facility, a VoIP company can use this billing system from its outlet located anywhere though dial up. These locations specify the billing administrator s location of receiving online payments. Prepaid card system of the billing is dependent on the locations added in this section. Whenever prepaid cards are to be sold they are sold against any location or sale point specified here. The status of the sold prepaid cards can be viewed from the Cards Reports section. Add In this section you can specify reseller s location and outlets to be added. 2 Select System Settings > System Conf > Location > Add. Add New Location form displays. 3 As required, enter or select the following information: LOCATION NAME Identifies location name. LOCATION ADDRESS Specifies the address of location. LOCATION PHONE NO Identifies phone number. LOCATION CODE Specifies the location code, if any. ONLY FOR PREPAID CARDS SALE Indicates adding a location only to be used for prepaid card sales and it is then not added in the Customers > Receive Payment sections. 4 Click Add Location. Displays appropriate message. Advanced VoIP Billing System 226

238 User Manual Chapter 4 System Settings List You can list locations in this section: 2 Select System Settings > System Conf > Location > List. Locations List form displays. 3 As required, enter the following information: ENTER LOCATION NAME Identifies location name. 4 Click Show. Displays list of locations and their information. 5 As required, click Delete to delete required record(s). 6 As required, click Edit to edit required record(s). Edit Location form displays. 7 Click Save Location. Displays appropriate message. Advanced VoIP Billing System 227

239 User Manual Chapter 4 System Settings Payment Mode In this section you can specify the various modes of transaction (credit card, cash, cheque, discount, return prepaid card, wire transfer, etc). Add In this section you can add payment mode. 2 Select System Settings > System Conf > Payment Mode > Add. Add New Payment Mode form displays. 3 As required, enter or select the following information: PAYMENT MODE Identifies payment mode. THIS MODE IS USED FOR RECEIVING PAYMENTS Indicates using the mode of payment for receiving payments. The Receipt and Marketing Reports are affected on selecting this option. 4 Click Add Payment Mode. Displays appropriate message. List You can list payment modes in this section. 2 Select System Settings > System Conf > Payment Mode > List. Payment Modes List form displays. 3 As required, enter the following information: ENTER PAYMENT MODE DESCRIPTION Identifies description of payment mode. Advanced VoIP Billing System 228

240 User Manual Chapter 4 System Settings 4 Click Show. Displays list of payment modes and their information. 5 Click Delete to delete required record(s). 6 Click Edit to edit required record(s). Edit Payment Mode form displays. 7 Select the following additional information: STATUS Identifies the status of the payment mode. Either: [Active] set to active. [Inactive] set to inactive. 8 Click Save Payment Mode. Displays appropriate message. Advanced VoIP Billing System 229

241 User Manual Chapter 4 System Settings Security This section provides settings related to role assignment to billing administrators and IP restrictions. General This section discusses information related to changing the administrator password. Change Password This link is used by the billing administrator to chang own password. Administrator can change password for him/her self, only. 2 Select System Settings > Security > General > Change Password. Change Your Billing Password form displays. 3 As required, enter the following information: OLD PASSWORD Identifies previous password for web login. NEW PASSWORD Specifies new password for web login. CONFIRM PASSWORD Confirms new password for web login. 4 Click Change Password. Displays appropriate message. Advanced VoIP Billing System 230

242 User Manual Chapter 4 System Settings Billing Role A billing role is a subset/group of tasks that a billing administrator may perform. A billing role is created to limit a billing administrator to perform only required tasks where the remaining section of billing should not be visible to him. Add To add a new billing role: 2 Select System Settings > Security > Billing Role > Add. Add New Role form displays. 3 As required, select the following information: ROLE DESCRIPTION An alpha numeric string uniquely identifying a role. For example, Help Desk Role, Finance Manager Role, Sales Manager Role, Reports Only, etc. SELECT TASKS Tasks in billing application available for selection. To select multiple tasks, hold Ctrl key and select a role by clicking left mouse button. 4 As appropriate, perform one of the following procedures: Click Add Role to display appropriate message. Or Click Reset to cancel entered or selected information. The role created in billing cannot be deleted. Advanced VoIP Billing System 231

243 User Manual Chapter 4 System Settings Edit This section lets you modify name or tasks selected in some billing role. 2 Select System Settings > Security > Billing Role > Edit. Edit Role form displays. 3 As required, select the following information: SELECT ROLE Role available for selection 4 Click Submit to Edit. Displays information regarding the role to be edited. 5 Review the information. 6 As required, edit the role description and tasks. 7 As required, select the following additional information: STATUS Identifies status of role. Either: [Active] set to active. [Inactive] set to inactive. 8 As appropriate, perform one of the following procedures: Click Save Changes to display success message. Or Click Reset to cancel the entered and selected information. After editing, billing administrator assigned to this role is updated in allowed tasks list. Advanced VoIP Billing System 232

244 User Manual Chapter 4 System Settings List This section deals with listing all billing roles created. 2 Select System Settings > Security > Billing Role > List. Admin Roles form displays. 3 As required, enter the following information: ENTER ROLE DESCRIPTION: Specifies name of role or starting few words of a role to display. To view all roles, leave blank. 4 Click Show. Displays roles information and assigned billing admin(s). 5 As required click Edit to edit the details of the role. Follow procedure described in the edit section. IP Address This security option is used to limit administrator(s) to use only restricted IP addresses to login from. Every administrator may be limited with a different list of IP addresses. Add You should not assign an invalid IP to billing administrator as you will be unable to view billing web application. Click it to add a new IP address. 2 Select System Settings > Security > IP Address > Add. Add New IP form displays. 3 As required, enter or select the following information: IP ADDRESS IP address in dotted decimal notation. DESCRIPTION Descriptive information to identify this source IP. Advanced VoIP Billing System 233

245 User Manual Chapter 4 System Settings 4 Click Add IP. Displays appropriate message. Edit This option lets you change the IP address information specified through Add section. 2 Select System Settings > Security > IP Address > Edit. Edit IP form displays. 3 As required, select the following information: SELECT IP ADDRESS TO EDIT IP address available for selection. 4 Click Submit to Edit. 5 Displays the information. 6 Review and edit required information. 7 As required, select the following additional information: STATUS Identifies status of the IP address. Either: [Active] set to active. [Inactive] set to inactive. When you add an IP, its status is active by default. Only an active IP can be used by an administrator to use billing application. If an IP is marked inactive, all administrator(s) assigned this IP cannot login. Advanced VoIP Billing System 234

246 User Manual Chapter 4 System Settings List To view all IP addresses created in billing: 2 Select System Settings > Security > IP Address > List. IP Addresses form displays. As required, enter the following information: ENTER IP ADDRESS Specifies a part of IP or complete IP to view its status. To view all IP addresses in billing, leave blank. 3 Click Show. Displays list of IP addresses. 4 As required, click Edit to edit required record. DID Management This section deals with DID management. General This section provides information for soft switch configurations, and creating and managing routing policies. Soft-Switch Configuration You can configure the softswitch by the following procedure: 2 Select System Settings > DID Management > General > Soft Switch Configuration. Asterisk Configuration form displays. 3 As required, enter the following information: ENTER CUSTOMER ID Identifies customer ID to which DID number has been assigned. IDs of customers who are DID customers need to be entered in this field. DID settings are configured in the step 3 of 5 Advanced VoIP Billing System 235

247 User Manual Chapter 4 System Settings under customer registration. DID number must be assigned to customer in System Settings > DID Management > Assign DID Number > Assign DID Number section before proceeding with Soft Switch Configuration. ALLOWED CODEX Identifies codex allowed for the configuration. DISALLOWED CODEX Identifies codex not allowed for the configuration. 4 Click Save. Configuration is saved and success message displays. Add Routing Policy You can add routing policies by the following procedure: 2 Select System Settings > DID Management > General > Add Routing Policy. Add Routing Policy form displays. 3 As required, enter the following information: ENTER POLICY NAME Identifies name of the routing policy to be added. ENTER NO. OF PRIORITIES Identifies the number of priorities set for the policy. 4 As required, enter or select the following Called No Information: FIXED NO Indicates called number as fixed number. ENTER NUMBER Identifies number as fixed number. PREFIX BASED Indicates called number as prefix based number. Selecting this field displays Enter Prefix field and hides Enter Number field. Advanced VoIP Billing System 236

248 User Manual Chapter 4 System Settings ENTER PREFIX Indicates prefix to be entered on selecting Prefix Based. 5 As required, enter or select the following Called No Length Information: VARIABLE LENGTH CALLED NUMBER Indicates variable length for called number. FIXED LENGTH CALLED NUMBER Indicates fixed length for called number. Selecting this field displays Enter Called Number Length field. ENTER CALLED NUMBER LENGTH Identifies length for called number. The length of the prefix combined with the length of the called number must be less than Click Next. Policy information displays. 7 Review Policy Name. 8 As required, select or enter the following information based on priority: APPLICATION Applications available for selection. Advanced VoIP Billing System 237

249 User Manual Chapter 4 System Settings APPLICATION DATA Enter data against corresponding application selected. 9 Click Save. Success message displays. Routing Policy List You can list routing policies by the following procedure: 2 Select System Settings > DID Management > General > Routing Policy List. Routing Policy List form displays. 3 Review the routing policy list. 4 As required, perform one the following functions: Click Delete to delete a routing policy. Or Click Edit to edit a routing policy. Or Click View to view a routing policy. Add DIDs in System DIDs can be added and maintained in a system. This section discusses addition and maintenance of DID numbers. Add You can add a DID Number by the following procedure: 2 Select System Settings > DID Management > Add DIDs in System > Add. Assign DID number form displays. 3 As required, select the following information: SELECT COUNTRY Country available for selection. Advanced VoIP Billing System 238

250 User Manual Chapter 4 System Settings SELECT CITY City in the selected Country available for selection. 4 As required, enter or select the following information: SINGLE DID Indicates adding a single DID number. ENTER DID NUMBER Identifies DID number on selection Single DID field. SERIES OF DIDS Indicates adding a series of DID numbers. Selecting this field displays Enter Start DID Number field and Enter End DID Number field. ENTER START DID NUMBER Identifies starting DID number for series of DID numbers. ENTER END DID NUMBER Identifies ending DID number for series of DID numbers. 5 Click Add DID Number. Success message displays. Advanced VoIP Billing System 239

251 User Manual Chapter 4 System Settings List You can list DID Numbers by the following procedure: 2 Select System Settings > DID Management > Add DIDs in System > List. DID Numbers List form displays. Advanced VoIP Billing System 240

252 User Manual Chapter 4 System Settings 3 As required, delete a DID number by clicking Delete. Confirmation message displays. 4 As appropriate, perform one of the following functions: Click OK to proceed with deletion. Or 5 Click Cancel to cancel deletion. Assign DID Number Assign DID number You can assign a DID Number by the following procedure: 2 Select System Settings > DID Management > Assign DID Number > Assign DID Number. Assign DID number form displays. 3 As required, enter or select the following information: PROTOCOL TYPE Identifies type of protocol. Either: Advanced VoIP Billing System 241

253 User Manual Chapter 4 System Settings [SIP] set to SIP. [IAX] set to IAX. SELECT COUNTRY Country available for selection. SELECT CITY City in the selected Country available for selection. ROUTING POLICY Routing policy available for selection. CUSTOMER ID Identifies ID of customer for DID number assignment. 4 Click Assign DID. DID Number for the corresponding message displays. Assigned DID Number List You can view assigned DID Number List by the following procedure: 2 Select System Settings > DID Management > Customer Assignment > Assigned DID Number List. Assigned DID Numbers List form displays: 3 As required,.click Release to release a number. Confirmation message displays. Advanced VoIP Billing System 242

254 User Manual Chapter 4 System Settings 4 As appropriate, perform one of the following functions: Click OK to proceed with release of number. Or Click Cancel to cancel release of number. Countries The DID numbers can be maintained for different countries. This section deals with adding and maintaing country information related to DID management. Add Country You can add a country by the following procedure: 2 Select System Settings > DID Management > Countries > Add Country. Add Country form displays. 3 As required, enter the following information: ENTER COUNTRY NAME Identifies name of country to be added. ENTER COUNTRY CODE Identifies code for the country to be added. 4 Click Add Country. Success message displays. List Country You can list countries by the following procedure: 2 Select System Settings > DID Management > Countries > List Country. Country List form displays. 3 As required, delete or edit the information by clicking Delete or Edit, respectively. Cities The DID numbers can be maintained for different cities within a country. This section deals with adding and maintaing city information related to DID management. Add City You can add a city by the following procedure: Advanced VoIP Billing System 243

255 User Manual Chapter 4 System Settings 2 Select System Settings > DID Management > Citiess > Add City. Add City form displays. 3 As required, enter or select the following information: SELECT COUNTRY NAME Country name available for selection. ENTER CITY NAME Identifies name of city to be added. ENTER CITY CODE Identifies code of city to be added. 4 Click Add City. Success message displays. Advanced VoIP Billing System 244

256 User Manual Chapter 4 System Settings List City You can list cities by the following procedure: 2 Select System Settings > DID Management > Cities > List City. City List form displays. 3 As required, delete or edit the information by clicking Delete or Edit, respectively. Advanced VoIP Billing System 245

257 User Manual Chapter 5 Customer Interface Chapter 5 Customer Interface This chapter includes Customer Pages Vendor Pages Online Registration This chapter discusses various topics related to customer interface. Architecture of Advanced VoIP Billing System Initially, the architecture of Advanced VoIP Billing System was two tiered: Layer 1 Interface + Business Logic Layer 2 Database However, the architecture of Advanced VoIP Billing System XML version is three tierd: Layer 1 Interface in XSL files Layer 2 Business Logic Layer 3 Database The recent architecture allows for easy update using the XSL files. Interface The Interface comprises two features: Graphical Look and Feel Textual Information Graphical Look and Feel The graphical look and feel of Advanced VoIP system is in the form of skins. Primarily, the billing system comes with two skins: Standard (blue) XP (blue) Interface settings can be altered at System Settings > System Conf > General > Customer Pages Display. The Skins folder is situated in the home directory where Advanced VoIP Billing System is installed, i.e. (Default Path Advanced VoIP Billing System 246

258 User Manual Chapter 5 Customer Interface to the application) > Skins. Further skins will be made available on the website in future developments and clients will be updated accordingly. Extra skins can be obtained and added into the Skins folder. Languages Primarily, the application comes with one language: English At the login screen, you can select any of the languages to view the application in the corresponding language. Login and Interface in English Login Interface The application supports all languages. For addition of further languages, a request can be made and the required translation will be copied, which can then be added into the Languages folder. The Languages folder is situated in the home directory where Advanced VoIP Billing System is installed, i.e. Advanced VoIP Billing System 247

259 User Manual Chapter 5 Customer Interface (Default Path to the application) > Languages. Advanced VoIP Billing System 248

260 User Manual Chapter 5 Customer Interface Customer Pages You can access Customer Pages through the following procedure: 2 Select Customer Interface > Customer Pages. Members Login form displays. 3 As required, enter or select the following information: CUSTOMER ID/PREPAID CARD SERIAL NO. Identifies the customer identification or prepaid card serial number. BILLING PASSWORD/PREPAID CARD PIN Identifies the billing password or prepaid card PIN number. SELECT LANGUAGE Languages available for selection. 4 As appropriate, perform one of the following functions: Click Sign In to proceed. Or Click Reset to reset the information entered. 5 Click Sign In to display Personal Information Page. Advanced VoIP Billing System 249

261 User Manual Chapter 5 Customer Interface 6 Click Edit Personal Info to edit required information. Edit Personal Information page displays. Fields with * are mandatory. Values must be entered to proceed. 7 As appropriate, perform one of the following functions: Click Save Changes to save changes and proceed. Or Click Reset to reset the information entered. 8 Click Account Info to view account information. 9 Click Last Usage Detail to view corresponding information. Advanced VoIP Billing System 250

262 User Manual Chapter 5 Customer Interface 10 Click Last Payment Detail to view last payment details. Calling IDs Note: Account Info can also be displayed by selecting Account Info from the left menu. This section deals with calling IDs. 1 On the Customer Page, click Calling IDs. Add/Edit Calling IDs page displays. 2 To find any particular Calling ID enter the value in the Calling ID field and click Show. Records are searched through Like operator. Even if the starting digits of the calling IDs are entered, all similar records are fetched. 3 To add a new Calling ID enter value in the Calling ID field and click Add. Calling ID is added to the account. 4 To edit any calling ID click Edit. Edit calling ID screen displays. As appropriate appropriate edit the data and click save changes. 5 To delete any calling ID click and the particular calling ID is deleted from the system. Add Credit Cards This sections deals with adding credit card information. 1 On the Customer Page, click Add Credit Cards. Add/Edit Credit Card Information page displays. Advanced VoIP Billing System 251

263 User Manual Chapter 5 Customer Interface Enter the following credit card related information: FIRST NAME Identifies the first name of the customer. LAST NAME Identifies the last name of the customer. BILLING ADDRESS Identifies the billing address of the customer. CITY Identifies the the city of the customer. STATE Identifies the state of the customer. COUNTRY Identifies the country of the customer. BILLING Identifies the billing of the customer. TELEPHONE Identifies the telephone of the customer. FAX Identifies the fax number of the customer. ZIP CODE Identifies the zip code of the customer. CREDIT CARD NUMBER Identifies the credit card number of the customer. EXPIRATION DATE Identifies the expiration date for the credit card. RECHARGE ACCOUNT AUTOMATICALLY [no] set to no. [yes] set to yes. Selecting Yes displays the following fields. RECHARGE HOW MANY TIMES Identifies the number of times account is to be recharges through credit card. Advanced VoIP Billing System 252

264 User Manual Chapter 5 Customer Interface BALANCE WHEN CREDIT CARD WILL RECHARGE Identifies the balance when account is to be automatically recharged. AMOUNT TO BE RECHARGED Identifies the amount that is to be recharged. 2 As appropriate, perform one of the following functions: Click Next to save changes and proceed. Or Click Back to move to the previous page. On clicking the next button success message is displayed. Edit Credit Card This sections deals with editing credit card information. 1 On the Customer Page, click Edit Credit Cards. Edit Credit Card Information page displays. 2 Select the required credit card from the dropdown list and click submit. Add/Edit Credit Card Information page displays. Delete Credit Cards This sections deals with deleting credit card information. 1 On the Customer Page, click Delete Credit Cards. Delete Credit Card Information page displays. 2 Select the required credit card from the dropdown list and click delete. Confirmation message displays. Advanced VoIP Billing System 253

265 User Manual Chapter 5 Customer Interface 3 On clicking the OK button success message displays. List Credit Cards This section deals with displaying credit card list. 1 On the Customer Page, click List Credit Cards. Credit Card List page displays. 2 Review the information. 3 As required click the Edit to display Edit credit card information page. Bill Detail This section includes details related to customer billing. 1 On the Customer Page, click Bill Detail. Customer s Bill Detail form displays. 2 Review the information: 3 For further bill details, select the following information: FROM Identifies the starting date range for the bill detail. TO Identifies the ending date range for the bill detail. Advanced VoIP Billing System 254

266 User Manual Chapter 5 Customer Interface 4 Click View Bill Details. Required bill details or appropriate message displays. Invoices This section includes details related to customer invoices. 1 On the Customer Page, click Invoices. Customer s Invoice Report form displays. 2 Review the information. 3 For further bill details, select the following information: FROM Identifies the starting date range for the customer. TO Identifies the ending date range for the customer. SHOW DETAIL IN CUSTOMER S CURRENCY Specifies showing the billing detail in the customer s currency value. 4 Click View Invoices. Required bill details or appropriate message displays. Change PIN Code This section includes details related to customer s PIN code. 1 On the Customer Page, click Change PIN Code. Change PIN form displays. 2 As required, enter the following information: OLD ACCOUNT PIN Identifies the old account PIN of the customer. NEW ACCOUNT PIN Identifies the new account PIN of the customer. CONFIRM ACCOUNT PIN Confirms the new account PIN of the customer. Advanced VoIP Billing System 255

267 User Manual Chapter 5 Customer Interface 3 Click Change Account PIN. Success or other appropriate message displays. Complaints This section includes details regarding complaints issued by the customer. Customer adds a complaint to which a Ticket Number is assigned. Customer can add more messages to the same ticket and can view its status. Only the customer who added the complaint can close this Ticket. The Administrator can add messages, view status, change the status to SOLVED if it is done and can close the ticket. 1 On the Customer Page, click Complaints. Tickets form displays. 2 Review the following information: TICKETS BY Duration for tickets available for selection. TICKET # Identifies the ticket number. DATE Identifies the ticket creation date. SUBJECT Identifies subject of the complaint. SOLVED Identifies if the problem reported in the complaint is solved or not. STATUS Identifies status of the ticket. Either: [Open] set to open. [Closed] set to closed. 3 As required, you can view a complaint by clicking on corresponding subject. The complaint history displays. 4 As required, enter or select the following information: MESSAGE Identifies message posted by Administrator against corresponding complaint. Advanced VoIP Billing System 256

268 User Manual Chapter 5 Customer Interface 5 As appropriate, perform one of the following options: Click Back to view previous page. Or Click Add Message to add message against corresponding complaint. Or Click Close Ticket to close the ticket. Appropriate message is displayed. 6 As required, click New Complaint. Add New Complaint form displays. 7 As required, enter the following information: SUBJECT Identifies subject of the complaint. DESCRIPTIOM Identifies description of the complaint. TO Indicates sending of complaint. Enter address of the corresponding person. 8 Click Add New Complaint. Complaint is added and ticket number is displayed along with appropriate message. Change Password This section includes details related to customer s password. 1 On the Customer Page, click Change Password. Change Billing Password form displays. 2 As required, enter the following information: OLD BILLING PASSWORD Identifies the old billing password of the customer. NEW BILLING PASSWORD Identifies the new billing password of the customer. Advanced VoIP Billing System 257

269 User Manual Chapter 5 Customer Interface CONFIRM BILLING PASSWORD Confirms the new billing password of the customer. 3 Click Change Password. Success or other appropriate message displays. Charge P-Cards This section includes details related to charging of prepaid cards. 1 On the Customer Page, click Charge P Cards. Refresh Your Account by P Card form displays. 2 As required, enter the following information: CARD SERIAL NUMBER Identifies the card serial number. CARD PIN Identifies the card PIN. 3 Click Next. Confirmatory information displays. 4 Review the information. 5 Click Refresh Account. Success or other appropriate message displays. Advanced VoIP Billing System 258

270 User Manual Chapter 5 Customer Interface Get New Login This section includes details related to creating a new login. 1 On the Customer Page, click Get New Login. Register Customer form displays. CUSTOMER NAME Name of the customer to be registered with the billing system. The name can be a combination of any alphanumeric characters of length less than or equal to 100. For example customer name can be, Advanced Communication, etc. CUSTOMER ID Unique identification code for the customer. This ID can be used to retrieve all the information related to the customer. It can be a combination of up to 30 alphanumeric characters without spaces for example John1, Smith_123, etc. The data of the customer can be accessed from the billing system by his/her customer ID e.g. it can be used to retrieve account information, payment information, usage details, etc. Customer ID can also be used for authentication if username/password based authentication is enabled. The customer ID (assigned in Step1 of customer registration) and account number (assigned in Step 5 of customer registration) are two uniquely identifying values used to retrieve the billing information of the registered customers. Some Java Script checks are applied on the Customer ID field. If you want to change these Java Script checks, edit the ScriptLib.js file in the billing directory under its main installations directory. For example, if you want to apply restriction on the customer ID field, not to accept an ID of more than fifteen characters length, then you are allowed to edit it from its Java Script code. Advanced VoIP Billing System 259

271 User Manual Chapter 5 Customer Interface To get information about the Java Script code to be edited, you can view the source code of the html page. ADDRESS Identifies the address of the customer (mandatory). CITY Identifies the name of the city of the customer (mandatory). ZIP/POSTAL CODE Identifies the zip/postal code of the customer. TEL Telephone number used to contact the customer. FAX Identifies the fax number of the customer. State Identifies the name of the customer s state. COUNTRY Identifies the name of the customer s country. COMPANY NAME Name of the customers company (optional). CUSTOMER Identifies the customer address. 2 As appropriate, perform one of the following functions: Click Reset to reset the entered information. Or Click Next to proceed. Displays confirmatory information. 3 Review the information. 4 As appropriate, perform one of the following functions: Click Back to view previous page. Or Click Register to proceed. Success or other appropriate message displays. Add Fund This section includes details related to adding funds. Advanced VoIP Billing System 260

272 User Manual Chapter 5 Customer Interface 1 On the Customer Page, click Add Funds. Online Payment form displays. 2 Click Logout to log out of customer pages. Vendor Pages You can access Vendor Pages through the following procedure: 2 Select Customer Interface > Vendor Pages. Vendor Login form displays. 3 As required, enter or select the following information: VENDOR ID Identifies the vendor identification number. PASSWORD Identifies the password. SELECT LANGUAGE Languages available for selection. Advanced VoIP Billing System 261

273 User Manual Chapter 5 Customer Interface 4 As appropriate, perform one of the following functions: Click Sign In to proceed. Or Click Reset to reset the information entered. 5 Click Sign In to display Personal Information Page. Vendor Information form displays. 6 Review the information. Vendor Information form displays by clicking Account Info on the left menu. Advanced VoIP Billing System 262

274 User Manual Chapter 5 Customer Interface Change Password This section deals with changing password. 1 On Vendor Page, click Change Password. Change Password form displays. 2 As required, enter the following information: OLD BILLING PASSWORD Identifies the old billing password of the vendor. NEW BILLING PASSWORD Identifies the new billing password of the vendor. CONFIRM ACCOUNT PIN Confirms the new billing password of the vendor. 3 Click Change Password. Success or other appropriate message displays. Vendor Reports This section handles vendor reports information. 1 On Vendor Page, click Vendor Reports. Vendor Reports form displays. 2 As required, enter or select the following information: FROM Identifies the starting date range for the report. TO Identifies the ending date range for the report. VENDOR GATEWAY Vendor gateways available for selection. CALL TIME Identifies the call time range for the report. ONLY SUCCESSFUL CALLS (CALLS WITH DURATION > 0) Identifies reports related to successful calls, that is, calls with duration greater than zero. Advanced VoIP Billing System 263

275 User Manual Chapter 5 Customer Interface REPORT TYPE Identifies the type of report. Either: [ASR/ACD Report (Gateway Wise)] [ASR/ACD Report (Destination Wise)] 3 Click Logout to log out of vendor pages. Online Registration This section deals with the onlione registration of customers. 2 Select Customer Interface > Online Registration. Online Customer Registration form displays. Advanced VoIP Billing System 264

276 User Manual Chapter 5 Customer Interface 3 Review Plan Names and Descriptions. 4 As appropriate, click Register Now against required plan for customer registration. New Customer form displays. 5 As required, enter the following personal information: CUSTOMER ID Unique identification code for the customer. This ID can be used to retrieve all the information related to the customer. It can be a combination of up to 30 alphanumeric characters without spaces for example John1, Smith_123, etc. The data of the customer can be accessed from the billing system by the corresponding customer ID e.g. it can be used to retrieve account information, payment information, usage details, etc. Customer ID can also be used for authentication if username/password based authentication is enabled. FIRST NAME Identifies first name of the customer. LAST NAME Identifies last name of the customer. ADDRESS Identifies the address of the customers. COMPANY NAME Name of the customers company. CITY Identifies the name of the city of the customer. STATE Identifies the name of the customer s state. COUNTRY Identifies the name of the customer s country. ZIP/POSTAL CODE Identifies the zip/postal code of the customer. TEL Telephone number used to contact the customer. Advanced VoIP Billing System 265

277 User Manual Chapter 5 Customer Interface FAX Identifies the fax number of the customer. Any compulsory field (marked with *) left blank displays error message. 6 As required, enter the following Billing Information: BILLING PASSWORD Identifies the billing password to be manually assigned to the customer. This is if the customer prefers to give his/her own password instead of receiving the auto generated password through an . CONFIRM BILLING PASSWORD Specifies re entering the password for confirmation. SEND ALERTS TO THIS CUSTOMER? Identifies whether to send welcome and/or low credit alerts to your customer. Either: [Yes] set to yes. [No] set to no. To learn how to add a new , please go to the System Conf > s > New section. Make sure that the required alerts options are set to On in the System Conf > s > Alerts section. AUTO GENERATE DIALING PIN Indicates if PIN is to be generate automatically or not. Selecting this hides the field Dialing PIN. DIALING PIN Identifies dialing PIN for the customer. SEND ALERTS TO THIS CUSTOMER Indicates sending alerts to this customer.either: [Yes] set to yes. [No] set to no. CUSTOMER Identifies customer address. CALLING IDS [ ] [ ] [ ] Identifies calling IDs to be assigned to the customer. 7 As required, enter or select the following Payment Processing Details: PAYMENT PROCESSOR Identifies the processor via which the payment is carried out. CREDIT CARD NUMBER Identifies credit card number of the customer. EXPIRATION DATE Identifies expiration date for the customer payment. AMOUNT TO BE PAID Identifies the amount to be paid. Advanced VoIP Billing System 266

278 User Manual Chapter 5 Customer Interface 8 As appropriate, perform one of the following fuctions: Click Reset to reset entered and selected information. Or Click Next to proceed. Confirmatory information displays. 9 Review the confirmatory information. 10 As appropriate, perform one of the following functions: Click Back to view previous page. Or Click Next to proceed. Appropriate message displays. 11 Click Login to access the customer account/pages. Advanced VoIP Billing System 267

279 User Manual Chapter 6 Help Desk Chapter 6 Help Desk This chapter includes Customer Care Customer Tickets Feedback Help This chapter consists of details regarding the Help Desk. Customer Care This section discusses information regarding customer care. It involves procedures of maintaining records of complaints reported by customers and the elements required to carry out the procedures. General In this section complaints are recorded and relevant reports are maintained. Add Complaint Complaints are added via the following procedure: 2 Select Help Desk > Customer Care > General > Add Complaint. Add Customer Complaint form displays. 3 As required, enter or select the following information: CUSTOMER ID Identifies identification code of customer making complaint. PROBLEM Identifies the problem faced by the customer. Problems need to be added before customer complaints can be recorded. Adding problems has been discussed below in Advanced VoIP Billing System 268

280 User Manual Chapter 6 Help Desk the section Help Desk > Customer Care > Problems > Add. SOLUTION Identifies the solution to the problem faced by the customer. Solutions need to be added before customer complaints can be recorded. Adding Solutions has been discussed below in the section Help Desk > Customer Care > Solutions > Add. PROBLEM SOLVED Indicates if problem has been solved or not. Either: [Yes] set to yes. [No] set to no. REMARKS Identifies remarks relevant to the complaint. CC PERSON Identifies the person the administrator wants to send the complaint description to as carbon copy. 4 Click Save. Appropriate message displays. Complaint Reports Complaint reports are generated via the following procedure. 2 Select Help Desk > Customer Care > General > Complaint Reports. 3 Complaint Reports form displays. 4 As required, enter or select the following information: FROM Identifies starting date for date range for the desired report. TO Identifies ending date for date range for the desired report. PROBLEM WISE Problems are available for selection. Selecting this displays problem wise complaint report. Advanced VoIP Billing System 269

281 User Manual Chapter 6 Help Desk CUSTOMER ID WISE Identifies the customer identification code. Selecting this displays customer wise complaint report. CUSTOMER CARE PERSON WISE Customer care persons available for selection. Selecting this displays customer care person wise complaint report. COMPLAINT NUMBER WISE Complaint numbers available for selection. Selecting this displays complaint number wise report. DETAILED COMPLAINT REPORT Selecting this displays detailed complaint wise report. 5 Click Get Report. Desired report displays. Problem Wise Customer ID Wise Advanced VoIP Billing System 270

282 User Manual Chapter 6 Help Desk Customer Care Person Wise Complaint Number Wise Detailed Complaint Report Problems In this section, problems are recorded. Add Problem Problems are added via the following procedure: 2 Select Help Desk > Customer Care > Problems > Add. Add New Customer Care Problem form displays. 3 As required, enter the following information: PROBLEM Identifies customer care problem. DESCRIPTION Identifies description for the customer care problem. 4 Click Add New Problem. Appropriate message displays. Edit Problem Problems are edited via the following procedure: Advanced VoIP Billing System 271

283 User Manual Chapter 6 Help Desk 2 Select Help Desk > Customer Care > Problems > Edit. Edit Customer Care Problem form displays. 3 As required, select the following information: SELECT PROBLEM TO EDIT Problem to be edited available for selection. 4 Click Submit To Edit. Editing form displays. 5 Edit required information. 6 Click Save Changes. Appropriate message displays. Delete Problem Problems are deleted via the following procedure: 2 Select Help Desk > Customer Care > Problems > Delete. Delete Customer Care Problem form displays. 3 As required, select the following information: SELECT PROBLEM TO DELETE Problem to be deleted available for selection. 4 Click Submit To Delete. Confirmatory message displays. 5 As required, perform one of the following functions: Click OK to proceed with deletion process. Appropriate message displays. Or Click Cancel to cancel the deletion process. Advanced VoIP Billing System 272

284 User Manual Chapter 6 Help Desk Solutions In this section problems are recorded. Add Solutions Solutions are added via the following procedure: 2 Select Help Desk > Customer Care > Solutions > Add. Add New Customer Care Solution form displays. 3 As required, enter the following information: SOLUTION Identifies customer care solution. DESCRIPTION Identifies description for the customer care solution. 4 Click Add New Solution. Appropriate message displays. Edit Solution Solutions are edited via the following procedure: 2 Select Help Desk > Customer Care > Solutions > Edit. Edit Customer Care Solution form displays. 3 As required, select the following information: SELECT SOLUTION TO EDIT Solution to be edited available for selection. 4 Click Submit To Edit. Editing form displays. 5 Edit required information. 6 Click Save Changes. Appropriate message displays. Advanced VoIP Billing System 273

285 User Manual Chapter 6 Help Desk Delete Solution Solutions are deleted via the following procedure: 2 Select Help Desk > Customer Care > Solutions > Delete. Delete Customer Care Solution form displays. 3 As required, select the following information: SELECT SOLUTION TO DELETE Solution to be deleted available for selection. 4 Click Submit To Delete. Confirmatory message displays. 5 As required, perform one of the following functions: Click OK to proceed with deletion process. Appropriate message displays. Or Click Cancel to cancel the deletion process. Customer Tickets This section discusses customer complaint tickets. Tickets This subsection displays all tickets with status Open issued in specific time duration. 2 Select Help Desk > Customer Tickets > Tickets. Tickets List form displays. Advanced VoIP Billing System 274

286 User Manual Chapter 6 Help Desk 3 As required, click Ticket # or Subject for corresponding information. Corresponding information displays. This information has been discussed in Customer Interface > Customer Pages > Complaints. 4 As required, click Already Solved to update the ticket status. Appropriate message displays. Ticket Reports This subsection discusses reports generated for tickets. 2 Select Help Desk > Customer Tickets > Ticket Reports. Tickets List form displays. 3 As required, enter or select the following information: FROM Identifies starting date for date range. TO Identifies ending date for date range. SOLUTION STATUS Identifies the status of the solution. Either: [Solved] set to solved. [Unsolved] set to unsolved. TICKET STATUS Identifies status of ticket. Either: [Open] set to open. [Closed] set to closed. CUSTOMER Identifies customer for whom the ticket is generated. Advanced VoIP Billing System 275

287 User Manual Chapter 6 Help Desk SOLVED BY Identifies administrator that solved the complained problem. TICKET NUMBER Identifies the generated ticket number. If left blank, displays all ticket numbers for the criteria set, else displays report only for the specific ticket number. 4 Click Get Report. Desired report displays. 5 As required, click Back to view previous page. Feedback This section caters to feedback from users. You can enter feedback via the following procedure: 6 Ensure Main Menu is loaded. 7 Select Help Desk > Feedback. Feedback form displays. 8 As appropriate, enter the following information: NAME Identifies name of the person giving feedback. Identifies address of the person giving feedback. COMPANY Identifies company name of the person giving feedback. ADDRESS Identifies postal address of the person giving feedback. COMMENTS/SUGGESTIONS/BUG REPORT Identifies comments/suggestions/bug report by the person giving feedback. Advanced VoIP Billing System 276

288 User Manual Chapter 6 Help Desk 9 Click Submit. Thank you message displays. Advanced VoIP Billing System 277