Globalink PortaBilling VoIP Switch is a very robust voip platform and can provide you flexibility in how your server is configured.
We require that you follow the checklist below so that we can provision your server quickly.
Please note that not all these features may be available in your plan.
Please read plan details at Managed VoIP Switch
Please click on each link title which is in bold for step by step instructions for each feature.
- Product Name and Selling Price
Each Product in Porta can be tagged to a monthly subscription fee, online sign-up, rate file or tariff, volume discount plan (or free minutes used for “unlimited plans”).
You need to advise us if the incoming minutes are free, how much you wish to charge your customers for destinations they are calling.
All destinations are dialed by country code and number (e.164 compliant). There is no need to dial any access code.
If you wish to have access codes, you can implement your own dialing plan by customer using the wizard in your reseller login.
If you plan to restrict phone prefix or destinations that they can dial, we need to remove those destinations from the product tariff.
- Setting up your own Rate file or Tariff in your own currency
You can download our wholesale tariff found under your reseller login under tariff (top left of menu bar “wholesale tariff”) or from our website and update with your selling price and billing intervals.
Please click here to see our knowledgebase article on loading tariffs.
If you are not able to do this initially, please update the spreadsheet with your sell rates and email us the file (please ask support via ticket for the correct email address) and we will load it for you. You can also edit your tariff by going to tariff, rates and simply adding or editing the destination of your choice.
- Creating Customer and Device Accounts for Users
Click on sub customer and click on add on top left.
Please refer to help in every screen on top right of the page.
Once you save, you can click on accounts on top menu bar and add your device accounts.
You can create sub customers (billing) for managing your billing and allow access to our voip server via the private label voip web login.
In Porta, each device account is administered by the sub customer account for billing purposes.A sub customer account can have many device accounts. Callback, calling card, did, pbx extensions, WebRTC, Call Recording, Conferencing, Mobile Apps, Fax Services, on-net or virtual number, call shop, ATA device login etc are all simply “accounts” in Porta Billing.
Please do not confuse device accounts with customer accounts.
Customer Login is used for billing and managing User or Device accounts.
As such you can give access for customer (http://customer.yourdomain.com ) or account (device – http://account.yourdomain.com) level.Clients can login and make payments, view call history and manage all device accounts by logging using the customer account.
You can change your device voip password used for device registration.
Manage your voice mail, auto attendant and many other settings.
- Online Sign-UP Form and API
Please check with support as per your requirements.
Once the products are setup and the did inventory is uploaded, we can provided the api link. You will need an approved merchant account to use Porta services.
- Merchant Account Setup
Please click on knowledgebase on our support site and enter word “merchant setup” as it gives step by step instructions on setting up your merchant processor.
- Post Paid Versus Prepaid Billing
You can have porta send out invoices for post paid services.
Most resellers use the prepaid service and simply let their customers login and make payments as needed.
You can enable periodic billing so that customers can automatically charge their card as needed (balance driven) or at a set date (date driven).
- DID Inventory
Once the dids are uploaded, you can manage and provision them from your Porta Billing DID Inventory.
DIDs must be ordered via our online api within the Globalink Reseller Control Panel.
- Invoice Template Setup
We will need to setup your template with your logo and custom fields. There may be an additional cost to setup.You can use the “Charge Credit Card When Billing Period Is Closed” option in Globalink VoIP Switch to automatically charge a customer balance. This feature can be turned on under the Customer User Interface tab. In order to charge customer’s credit card you can set up automated periodic payments under the “Periodic Payments” tab of the customer account. Please select the payments frequency such as monthly or weekly etc. Please specify a fixed amount to be paid, or click the “Pay Balance” icon to pay the current balance with the specified period. You may also use the “Balance Driven” frequency to trigger a payment when the balance is higher than the specified threshold. Please note that your bank merchant processor must support recurring or periodic payments in order for this feature to function properly.
- Auto Provisioning
This is server and device dependent. Our Globalink VoIP Switch supports Linksys, Cisco, Gigaset, snom, Uniden, Fanvil, Grandstream and many other major vendors. Please contact support.
- Unified Messaging Media Services or Hosted PBX Setup or Fax Service or Conferencing
You will need to use either our dids or approved third party did providers for find-me, follow-me, voice mail, auto attendants and hosted pbx services. Please contact Globalink App Support.
- Calling Card Services
You can use either our PortaUM for calling card services with PortaBilling.
We will need to setup a private label did to use for your customers. Please contact support.
- Callback Services
You can use either our PortaUM for call back services with PortaBilling.
DID must pass ANI or caller id in the E.164 format if you plan to provide ani callback services. Please contact support.
- SSL Setup and Private Label SIP Proxy
We will need your SSL certificate to private label your page link. You can forward your sip.yourdomain.com to your server ips.
There may be an additional charge if your plan does not support SSL setup.
- Online Help and Documentation
You can always click on help in any Porta screen (top right) or download the pdfs from our download section on our support site.