• Customers

Managing customers 7

• Creating and editing a customer
• What are the different types of customer billing?
• Creating parent/child customers
• Summarised Calls
• Explicit Tax Adjustment
• Generating a customer CDR
• Generating a customer service file (SDR)

Charges 7

• Charge date period
• Types of charges
• Pro rata charges
• Creating a single or recurring charge
• Deleting a pending charge
• Editing an active charge
• Expiring an active charge

Cost Centres 3

• What is a cost centre?
• Creating or editing a cost centre
• Deleting a cost centre

Calls 2

• Calls overview
• Exporting calls

Invoices 7

• Invoices overview
• Viewing a specific customer's invoice
• Exporting a specific customer's invoices
• Sending a specific customer's invoice
• Settling a specific customer's invoice
• Voiding a specific customer's invoice
• Deleting a specific customer's invoice

Payments 5

• Configuring payment settings
• Adding a payment method to a customer
• Cancelling a payment
• Creating a manual payment
• Retrying a payment

Portal Access 5

• Portal Access overview
• Configuring customer access settings
• Enabling customer portal access
• Customising the customer portal
• White Label